The Surprising Productivity Tips Every CSM Needs to Know

CSM Practice - The Customer Success Podcast

Step into the world of Customer Success Management with our CSM Practice Podcast episode: "The Surprising Productivity Tips Every CSM Needs to Know." In this engaging session, Bhavika Kochar, CS Ladies founder and community builder, shares her evolution from managing 45 to 300 accounts. Her journey, enriched by pursuing a Master's in Engineering Management at Duke University, epitomizes the spirit of a multifaceted professional. Learn how Bhavika leverages Excel, VBA, Tableau, and Zapier for deep data insights and explores the significant impact of automation in enhancing CSM operations.
Episode Highlights:

• Bhavika's strategic scaling of account management.
• The critical role of self-care and prioritization.
• Insights into using analytical tools for smart decision-making.
• The transformative effect of automation on customer success workflows.
• Actionable strategies to amplify your CSM productivity.

This episode delivers a wealth of productivity tips and expert advice, ideal for CSM professionals at any stage of their career. Bhavika's commitment to mentorship and community support, combined with a practical approach to CSM tools and automation, offers listeners a roadmap to professional development and improved customer success management.
Elevate your CSM strategy by applying these groundbreaking insights.
Watch the full episode here: https://youtu.be/ivXl-Un9bF0
#CSMPracticePodcast #CustomerSuccess #ProductivityHacks #CSMTools #Automation #ContinuousImprovement #ProfessionalGrowth
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Additional Resources:
📑 Read: How to Prove Value to Customers
https://bit.ly/49gtLUb
📑 Read: How to Learn from Churn
https://bit.ly/48Xol0z
🎥 Watch: What it takes to become a Rising Star CSM finalist
https://youtu.be/YuvqG-ZiLWY

👉🏻 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

فصل ها

1. Intro (00:00:00)

2. Daily Routine (00:00:42)

3. Top Tips (00:02:27)

4. To-Do List (00:04:42)

5. Prioritizing (00:05:42)

6. Managing Your Time (00:10:44)

7. Managing Strategic Accounts (00:13:44)

8. Customer Campaigns (00:15:16)

9. Data Analysis (00:17:33)

10. CS With Zapier (00:20:31)