Mastering CS: Candid Leader Insights6 Feb 2024

Ep 2 | Parul Bhandari

Today, Irina Cismas, our Host and Head of Marketing at Custify, is joined by Parul Bhandari, Customer Success & Startup Leader, Advisor, and Speaker.

Parul carved her path through the dynamic and evolving landscape of CS, starting from occupational ergonomist to pioneering a CS department in a SaaS startup. Join us as we explore the twists and turns of her career, the strategic planning of the first 90 days in CS, and the nuances of navigating issues and challenges within the field.

What You'll Learn:

The foundational steps for starting in customer success.
Developing a robust 30-60-90 day plan for new CSMs.
Overcoming common challenges and controversies in CS, including the debate on quotas and ownership of revenue.
Strategies for handling escalations and the departure of a champion within a client organization.
Balancing client expectations with deliverables and the art of setting and resetting expectations.
Selecting the right tech stack for CS and ensuring tools serve the team efficiently.
Building a cohesive CS team, focusing on engagement, data-driven decision-making, and adaptability to ambiguity.

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With Custify, you can:

☑️ automate daily tasks through Playbooks ☑️ build individual customer #HealthScores ☑️ create customer segments ☑️ improve your customer communication strategy ☑️ streamline your onboarding process ☑️ track customers’ journeys every step of the way ☑️ get a 360 view of their progress

Want to do great things with your customer success initiative? Keep in touch with us below:

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