CSM Tools

/Tag: CSM Tools
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A CRM Tool is not a CSM Tool

Why Isn’t a CRM an Effective Tool for Customer Success? We get asked this question a lot. So, we thought we’d take the time to provide some education around the many types of tools that businesses use to manage their customer (and prospect) relationships, and why, specifically, a tool for sales doesn’t work for customer success. First, some basic definitions: Customer Relationship Management (CRM): a comprehensive term that refers to all the ways a business manages [...]

By | 2018-03-12T18:47:57+00:00 June 16th, 2017|Customer Success Software|0 Comments