Digital Transformation Specialist 820-605 Release Date

Documenting a customer’s success is crucial for providing awareness of the value achieved by the solution. This documentation helps in recognizing the benefits and outcomes that the customer has realized through the solution, which is essential for validating the investment and encouraging continued engagement

A Customer Success Manager (CSM) identifies the products and solutions purchased by a customer by baselining them with the account team. This involves reviewing the account history, understanding the customer’s current product usage, and aligning with the sales and account team to ensure a comprehensive understanding of the customer’s portfolio1.

 Expansion opportunities within customer success include the expansion of solution features and services. These opportunities arise when customers see the value in adding more features or services to their existing solutions to enhance their capabilities or meet additional business needs. References: Strategies for identifying and capitalizing on opportunities to expand the scope of solutions provided to customers, leading to increased value and customer satisfaction.

The Customer Success Manager should investigate why the customer has not fully enabled one of the solutions and work with the sales and renewals teams to address the issue. This proactive approach can help uncover any barriers to full adoption and ensure that the customer sees the full value of the solution before the renewal deadline