A SECOND SERVING of 5 Common Mistakes New CSMs Make (and how to avoid them)

Here are a few more tips for avoiding these common mistakes as a new CSM:

  1. Set up regular check-ins with your customers: This can help you to proactively address any issues or concerns that may come up, and ensure that you’re meeting the needs of your customers.
  2. Use tools like customer relationship management (CRM) software to track customer interactions and stay organized. This can help you to keep track of commitments and follow-up with customers as needed.
  3. Practice active listening: Pay close attention to what your customers are saying, and demonstrate that you understand their needs and concerns.
  4. Be transparent about any limitations or challenges: If you’re unable to meet a customer’s request or there are challenges that you’ll need to work through together, it’s important to be upfront and transparent about this.
  5. Build a network of internal and external resources: This can help you to access the expertise and support you need to provide the best possible guidance and support to your customers.

By following these tips and avoiding these common mistakes, new CSMs can effectively manage customer relationships and drive customer success.