From Good to Great: Elevating Your CSM Customer Conversations with AI

Join Irit Eizips in a captivating conversation with Amanda Schmidt, Senior Vice President of Customer Success at PandaDoc. Discover the impactful role of AI in enhancing customer communication, and how PandaDoc's integration of AI tools like Ox led to a 40-point increase in their NPS score within a year.

In this episode, you'll gain insights on:

• PandaDoc's AI-Driven Customer Success: How AI tools like Ox revolutionized their approach.
• Creating a Customer-Centric Team: Strategies for fostering a customer-focused culture.
• The Power of AI in CSM: AI's role in enhancing team efficiency and customer interaction.

Ideal for both seasoned professionals and those new to customer success, this podcast offers practical tips and valuable insights.

For a deeper understanding and more strategies, watch the full discussion here:
Watch Full Video

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Additional Resources:

📑 Blog: Importance of Customer Communication for Customer Success
https://bit.ly/3P9EzMj

📑 Blog: The Magic of Cross-Functional Communication in Customer Success
https://bit.ly/3SZfzIH

🎥 Video: Importance of Customer COMMUNICATION for CUSTOMER SUCCESS
https://bit.ly/3Tlh0Sf

⏬ Download Infographics: Handling Code Red Customer Situations
https://bit.ly/42Zo5vQ

👉🏻 Whenever you’re ready...If you're an 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦𝘥 𝘦𝘹𝘦𝘤𝘶𝘵𝘪𝘷𝘦 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘤𝘵𝘪𝘤𝘦 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘪𝘮𝘦, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:

1️⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘾𝙪𝙨𝙩𝙤𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙨𝙨 𝙆𝙋𝙄 𝘾𝙝𝙚𝙖𝙩𝙨𝙝𝙚𝙚𝙩
Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download.

2️⃣ 𝙅𝙤𝙞𝙣 11,000+ 𝘽2𝘽 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙨 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙨
I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join.

3️⃣ 𝘽𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙤𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘾𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙨𝙩 𝙏𝙞𝙢𝙚?
Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more.

📌 Visit our Website - CSM Practice

Chapters

• 0:00 Intro
• 0:33 CS Background
• 2:38 Working at Pandadoc
• 3:28 Team size
• 8:14 Customer Communication
• 9:47 Framework
• 15:57 Teams Using Ox
• 24:13 Impact
• 26:01 Larger Investment Team