ABSTRACT

Context is always important, and no more so than when performing the role of CSM. The most obvious context for any customer success engagement is of course the customer context and we will be examining in detail how a CSM should go about researching and analyzing each specific customer’s situation, requirements and needs in later chapters. However, there is another context that is also important for CSMs to understand and take guidance from, this being the context of the CSM’s own company, which is what we will be exploring in this section.