One Vital Question 14: Tactics for CS To Drive Expansion Through Cross-Functional Collaboration

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Vitally asked seven Customer Success leaders: "How should CS team up with other departments to expand existing accounts?"

Skip to:

  • 00:00 Intro
  • 00:13 Work with Product, Finance, and Sales to create ROI calculators
  • 01:17 Have the empathy to understand what other departments care about
  • 02:35 Develop executive alignment across the business
  • 04:10 Track CSQLs and align CSM compensation with them
  • 04:51 Work with Marketing to build a customer advocacy program and build a strong relationship with the Product team
  • 05:23 Be the voice of the customer in monthly meetings between CS, product, and engineering
  • 06:22 Get CSMs teamed up with AEs/AMs and incentivize the right behaviors
  • 07:21 Use "dealstorming" to leverage the ideas of your cross-functional team

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