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Customer Success

Dedicated to bottom line success.


Highly tailored sales and customer success solutions.


CSM Interviewing/Hiring
CSM Interviewing/Hiring
Hiring mistakes are expensive. We’ll help you hire the right person for your CSM position; finding the right balance between trusted advisor, sales person and advocate.

CSM On-Boarding
CSM On-Boarding
We will help build a playbook and on-boarding plan for your new CSM to ensure they are up and contributing as soon as possible.

Renewal Process
Renewal Process
Your company’s book of business drives your company’s revenue. We’ll review the process and make tweaks where needed.

Sales Process
Sales Process
We will evaluate your current sales process and make recommendations for ways to enhance prospecting, work through the stages of the sales cycle, and close the deal.

Up-sell/Cross-sell Process
Up-sell/Cross-sell Process
Sales Acceleration Group will help you determine if each CSM should be up-selling or if a specialist is needed. We’ll help you determine which triggers will help you determine who’s ripe for additional products or services.

CSM Training
CSM Training
We provide CSM training covering the following topics: Becoming a trusted advisor, determining a health score, proactivity vs. reactivity, delivering a kick-ass QBR,preparing for the upcoming renewal, and more.

QBR/EBR Process
QBR/EBR Process
A strong QBR process is critical for successful companies. We’ll create a presentation template, and role-play how to ask questions to help the CSM determine risk or find opportunities to grow the client.

QBR/EBR Deck Development
QBR/EBR Deck Development
Sales Acceleration Group will create a standard QBR deck, advise on the process and put reporting in place to increase management's visibility.

Health Score Development
Health Score Development
Do you know what leading indicators you should be looking at to determine which customer need a proactive reachout, who is a code red account, or who is running on all cylinders? Let’s figure it out.

CRM Efficiency
CRM Efficiency
Are your sales representative being bogged down by the CRM system. Let’s make it easier for them.

CSM Comp. Plans
CSM Comp. Plans
CSM compensation plans can be tricky. We’ll work to make sure the compensation plan ties to the department’s goals.

CSM Goal Setting
CSM Goal Setting
Goal setting for CSM’s is more than just a renewal rate. We’ll help you put the right goals in place to achieve long-term customers.

Interim Sales Leadership
Interim Sales Leadership
Occasionally we are asked to step in, for a short period of time, to fill an open Director or VP of Sales position while the search for a replacement is in progress.
 

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