RENEWAL OWNERSHIP: Account Executive Vs. Account Manager
#RenewalOwnership #CustomerSuccess Watch this video if you are considering transitioning the renewals from Customer Success to the Sales team. In this video, I talk about some very controversial questions: ◽️ Who should own the renewal process? ◽️ Specifically, what are the different roles that I've seen owning renewals? ◽️ How do those play out in real-life - consequences, impact, and best practices? 00:00 Intro 00:26 Retention Number Owner 01:26 Executive Account Roles 01:35 Account Manager Roles 03:10 Client Experience ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ Additional Resources: ⏬ DOWNLOAD THE FRAMEWORK: Renewal Ownership Guideline http://www.csmpractice.com/renewal-ownership 🎥 Video: Who should own the Renewals and Upsells? Sales or Customer Success? https://youtu.be/18xNjmyA6Q0 🎥 Watch this Video: How to Create SaaS Revenue Waterfall Chart https://youtu.be/GWHbmgQcm9U 🎥 Video: SaaS Renewals Report and How to Analyze it https://youtu.be/OjPZFAoutfA ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ Whenever you’re ready... here are 3 ways I can help you build, optimize or scale your customer success practice: 1. Grab a free copy of our Customer Success templates and infographics We’ve created a resource library for you to gain easy access to best practices and benchmark data. https://www.csmpractice.com/resources 2. Subscribe to our CSM Practice newsletter Subscribe to our CSMP newsletter and join a community of executives and business professionals dedicated to elevating their customer success game. https://www.csmpractice.com/newsletter-sign-up 3. Work with our team privately If you are an executive working for a tech company, and you would like to work with our team to take your go-to-market growth strategy from ordinary to extraordinary using customer success methodologies … Just submit the 'Contact Us' form … let us know what are the key challenges you have working with clients, what you’d like us to work on together, and we’ll send you more details. https://www.csmpractice.com/cs-consulting ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️ LEARN MORE ABOUT CUSTOMER SUCCESS with these free resources: 📌 Subscribe to CSM Practice YouTube channel: https://www.youtube.com/csmpractice?sub_confirmation=1 📌 Listen to our Podcast: https://www.csmpractice.com/podcast 📌 Follow us on TikTok: https://www.tiktok.com/@csmpractice?lang=en 📌 Sign up to receive our Weekly Newsletter: https://www.csmpractice.com/newsletter-sign_up 📌 Download CS Templates and Infographics: https://www.csmpractice.com/resources 📌 READ our Customer Success BLOGS: https://csmpractice.com/blog 📌 FOLLOW us on LinkedIn: https://www.linkedin.com/company/csm-practice/ 📌 FOLLOW us on TWITTER: https://twitter.com/csmpractice
#RenewalOwnership #CustomerSuccess Watch this video if you are considering transitioning the renewals from Customer Success to the Sales team. In this video, I talk about some very controversial questions: ◽️ Who should own the renewal process? ◽️ Specifically, what are the different roles that I've seen owning renewals? ◽️ How do those play out in real-life - consequences, impact, and best practices? 00:00 Intro 00:26 Retention Number Owner 01:26 Executive Account Roles 01:35 Account Manager Roles 03:10 Client Experience ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ Additional Resources: ⏬ DOWNLOAD THE FRAMEWORK: Renewal Ownership Guideline http://www.csmpractice.com/renewal-ownership 🎥 Video: Who should own the Renewals and Upsells? Sales or Customer Success? https://youtu.be/18xNjmyA6Q0 🎥 Watch this Video: How to Create SaaS Revenue Waterfall Chart https://youtu.be/GWHbmgQcm9U 🎥 Video: SaaS Renewals Report and How to Analyze it https://youtu.be/OjPZFAoutfA ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️ Whenever you’re ready... here are 3 ways I can help you build, optimize or scale your customer success practice: 1. Grab a free copy of our Customer Success templates and infographics We’ve created a resource library for you to gain easy access to best practices and benchmark data. https://www.csmpractice.com/resources 2. Subscribe to our CSM Practice newsletter Subscribe to our CSMP newsletter and join a community of executives and business professionals dedicated to elevating their customer success game. https://www.csmpractice.com/newsletter-sign-up 3. Work with our team privately If you are an executive working for a tech company, and you would like to work with our team to take your go-to-market growth strategy from ordinary to extraordinary using customer success methodologies … Just submit the 'Contact Us' form … let us know what are the key challenges you have working with clients, what you’d like us to work on together, and we’ll send you more details. https://www.csmpractice.com/cs-consulting ◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️ LEARN MORE ABOUT CUSTOMER SUCCESS with these free resources: 📌 Subscribe to CSM Practice YouTube channel: https://www.youtube.com/csmpractice?sub_confirmation=1 📌 Listen to our Podcast: https://www.csmpractice.com/podcast 📌 Follow us on TikTok: https://www.tiktok.com/@csmpractice?lang=en 📌 Sign up to receive our Weekly Newsletter: https://www.csmpractice.com/newsletter-sign_up 📌 Download CS Templates and Infographics: https://www.csmpractice.com/resources 📌 READ our Customer Success BLOGS: https://csmpractice.com/blog 📌 FOLLOW us on LinkedIn: https://www.linkedin.com/company/csm-practice/ 📌 FOLLOW us on TWITTER: https://twitter.com/csmpractice