Practical Customer Success Management: A Best Practice Framework for Rapid Generation of Customer Success

Practical Customer Success Management: A Best Practice Framework for Rapid Generation of Customer Success

Practical Customer Success Management is a complete "handbook for CSMs", written by a customer success expert who has coached and trained many hundreds of customer success managers across the globe. The book is aimed at increasing both productivity and consistency of quality of output for customer success managers of all levels, from relative newcomers through to seasoned professionals. The book is highly practical in nature and is packed full of good humored but very direct advice and assistance for dealing with exactly the types of real world situations CSMs face every day. Practical Customer Success Management provides a simple-to-follow, best practice framework that explains what the core customer success management steps are at each stage of the customer journey to business outcome success and in what circumstances to apply those steps. It describes and explains which situations each step applies to and provides recommendations for activities or tasks that the CSM can perform to complete each step, together with detailed explanations and step-by-step guidance for successfully completing each activity or task. Included in this book is an entire suite of tools and templates that enable rapid completion of each task and ensure consistency of approach both across multiple customer engagements and by multiple CSMs within a team. Each tool’s use is clearly explained within the book, and CSMs are able to adapt and customize the tools to suit their own specific needs as they see fit. "Practical Customer Success Management is a must read playbook for all business leaders and customer success-focused professionals. It imparts a solid grounding in what customer success is and why it is so important, whilst highlighting key challenges and how to respond to them. In addition it provides a detailed practical framework that explains both what to do and how to do it at every stage of the customer success engagement." Jason Noble Global Customer Success and SaaS Leader "Practical Customer Success Management is unique from any other customer success management book I’ve read in that it bridges the gap between the theory of customer success and the reality of actually implementing a customer success program. The templates provide the jumpstart needed to either stand up a new framework or to bridge gaps in an existing framework. This is a welcome addition to my customer success library!" Theresa Campbell Customer Experience Executive Presidio "This book contains so much common sense that my neck was getting tired from nodding my head in agreement so often. As you read the material, and especially if you’re a seasoned customer success professional, you immediately recognize that it was written by someone with many years of deep experience working with clients. And I think that’s where Rick Adams’ book is differentiated from most of the other customer success content that has been published. He’s clearly coming at this from years of customer leadership in real life scenarios, from the trenches in which it seems he was able to work with customers week by week to help them methodically advance in their ability to adopt more of a product or service in order to achieve their goals. And that’s what customer success is all about." Peter Armaly Senior Director Customer Success Oracle "As a relative newcomer to Customer Success, I have found this book to be an invaluable resource. Customer Success as a function within my organization is still in its infancy, and for that reason, there is much that remains to be built out and standardized. I feel as though we've done a good job of making the best with what we have, but I am someone that thrives when there is a structured roadmap to follow. That is precisely what this book offers, and does so with great detail. I found so many of the scenarios and examples to be extremely relatable, and the recommended processes highly applicable. I plan to implement Rick's framework not only to my day-to-day activities, but also to serve as our Customer Success team's playbook and guide." Dan Louks Customer Success Manager Hiring Solved "I wish a book like this existed when I started in Customer Success! I’ve been in the role for more than half of my career and I was impressed with the book’s vast coverage of the multiple facets and nuances of the Customer Success position. Practical Customer Success Management is a great foundational book for learning the principles and applications of Customer Success and a good practical guide, well laid out enough to be easily referenceable and easily digested." Cyn Taylor Enterprise Customer Success Manager LogicMonitor "This book provides a comprehensive review of the Customer Success role and responsibilities as distinctly different from overall customer experience and applicable to any business, not just SaaS. Onboarding, adoption planning, and adoption implementation are described in depth and there are immediately usable recommendations to execute