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CSM Practice - The Customer Success Podcast
Want to learn more about Customer Success? On this Customer Success podcast we invite guests from all over the world to open up about their Customer Success strategies and provide you with tactical advice that you can use in your own organization to improve customer retention, increase solution adoption, expand upsell revenues, perfect your renewal processes and gain more advocates. Be sure to subscribe to our podcast to get notified when we upload a new podcast episode!
CSM Practice - The Customer Success Podcast
The Role of Portfolio Customer Success Managers
How do top portfolio CSMs manage hundreds of accounts without losing the personal touch? Let's dive in to the role!
Vitor Meira and Irit Eizips discuss the strategies behind managing hundreds of accounts using scalable techniques like dynamic segmentation, pooled models, and data-driven prioritization. Vitor shares how he maintains meaningful connections with customers through a blend of one-on-one interactions and webinars, ensuring that even a large portfolio gets the attention needed to reduce churn and drive customer success.
Click here to watch the interview on YouTube!
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- How portfolio CSMs manage large customer bases efficiently using dynamic segmentation and prioritization techniques.
- The balance between personalized customer interactions and scalable one-to-many strategies like webinars.
- Effective ways to engage and retain customers while reducing the cost to serve through hybrid CS models.
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Vitor works as a Sr. Scaled CSM at Zendesk. He is a former industrial engineer, passionate about education, and Vitor has found in Customer Success the perfect blend of his expertise and passion.
π You may connect with Vitor via LinkedIn
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π Read: The Rise of the Portfolio CSM
π₯ Watch: 8-Step Engagement Plan
β¬ Download: 10 Skills of Highly Effective CSMs
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Whenever youβre ready, here are three ways to build, optimize, or scale your Customer Success practice:
1. Enhance Your Customer Success Approach β Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here
2. Join Our YouTube Community β Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here
3. Build Your CS Strategy β If you're a startup executive eager to elevate your Customer Success strategies, our Mastermind program is designed for you. Collaborate with leading customer success professionals to gain the clarity and tools needed to effectively implement and enhance Customer Success in your organization. Click Here
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