What is the first step should take? Not only the first step but the most logical. The question is Why was the solution purchased? The customer knows this. They bought it. Why would you do anything else?
My answer would be A. The first step a Customer Success Manager (CSM) should take to identify why the solution was purchased is to engage with the customer. By directly interacting with the customer, the CSM can gain insights into their needs, expectations, and motivations for choosing the solution. Understanding the customer’s perspective is crucial for effective customer success management.
Some characteristics of a customer success plan are as follows:
It is a tool for documenting the alignment of priorities concerning the who, what, and why of customer purchases.
CSM should identify why the solution was purchased. So he check it in the doc he wrote? He has a split personality?
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