Les meilleurs podcasts Roman Trebon (2024)

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Customer Success Playbook Season 2 Episode 31 - Preethie Vimalan - Mastering the Customer Journey 23:19

3d ago23:19

23:19

Send us a text Mastering the Customer Journey: Insights from Freshworks' Preethie Vimalan In this insightful episode of the Customer Success Playbook Podcast, host Roman Trebon engages in a thought-provoking conversation with Preethi Vimalan, Manager of Onboarding at Freshworks. Preethi shares her expertise on the five key phases of the customer jo…

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Customer Success Playbook Podcast Season 2 Episode 30 - Mastering First Value Delivery with Jarvis Harris 35:35

10d ago35:35

35:35

Send us a text In this insightful episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger engage in a dynamic conversation with Jarvis Harris, Global Head of Customer Success and Renewals at Xactly. The discussion revolves around creating an effective segmentation plan for first value delivery, emphasizing the importa…

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Customer Success Playbook Season 2 Episode 29 - Romand and Kevin discuss 50 Episodes 17:55

15d ago17:55

17:55

Send us a text In this special edition reviewing 50 episodes of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger take a moment to celebrate a significant milestone. The duo reflects on their journey from the podcast's inception in March 2023 to their 50th release in August 2024, sharing insights into the evolution of thei…

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Customer Success Playbook Podcast Season 2 Episode 28 - Five9 - Partner Success 28:23

17d ago28:23

28:23

Send us a text In this episode of the Customer Success Playbook podcast, hosts Roman Trebon and Kevin Metzger delve into the often-overlooked realm of Partner Success within the SaaS industry. Joined by Pauline Van Backle, Partner Success Manager, and Karen Siddiqi, Senior Director of Partner Success at Five9, the discussion explores the strategic …

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Customer Success Playbook Podcast Season 2 Episode 27 -Irit Eizips - The Customer Method 37:04

24d ago37:04

37:04

Send us a text In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger welcome Irit Eizips, a world-renowned expert in customer success strategies and the mastermind behind Keep Your Customers. With accolades, including Top Customer Success Strategist of 2024 and induction into the CX Hall of Fame in 2023, Iri…

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Customer Success Playbook Podcast Season 2 Episode 26 - Kevin Maufer - Ideal Customer Profile 28:55

1M ago28:55

28:55

Send us a text In this insightful episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger welcome Kevin Maufer, Principal Consultant and Fractional Leader at CX Services. With over 25 years of experience in customer-facing roles, Kevin shares his expertise on the critical importance of defining and aligning on an Idea…

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Customer Success Playbook Podcast Season 2 Episode 25 - Swati Garg - CS Leaders 24:48

1M ago24:48

24:48

Send us a text In the latest episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger interviewed Swati Garg, a renowned entrepreneur and thought leader in customer success (CS). The discussion delved into the evolving role of CS leaders, highlighting the shift from reactive to proactive strategies, the increasing impo…

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Customer Success Playbook Podcast Season 2 Episode 24 -Alok Shulka - FunnelStory 33:15

2M ago33:15

33:15

Send us a text In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger welcome Alok Shukla, co-founder of FunnelStory, to discuss how AI and data analytics are revolutionizing customer success. FunnelStory is a platform that provides product funnel intelligence to optimize conversion, adoption, renewal rates, …

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CSP S2 E23 - Rachel Provan - Imposter Syndrome 24:13

2M ago24:13

24:13

Send us a text In this insightful episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger are joined by Rachel Provan, founder and CEO of Provan Success. Rachel, a top 25 customer success leader turned brain-based CS leadership coach, shares her expertise on a pressing issue many professionals face: imposter syndrome.…

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Unlocking AI-Powered Customer Support: Exclusive Insights from TheLoops CTO, Ravi Bulusu 29:05

2M ago29:05

29:05

Send us a text In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger sit down with Ravi Bulusu, the co-founder and CTO of TheLoops. Ravi shares insights on how TheLoops, an AI-driven intelligence support operations platform, is revolutionizing customer support by providing real-time data integration and anal…

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Customer Success Playbook Podcast Season 2 Episode 21 - DataPlant The Game Has Changed - Samuel Cummings 28:15

2M ago28:15

28:15

Send us a text In this episode of the Customer Success Playbook podcast, we're excited to host Samuel Cummings, CEO of DataPlant, who is at the forefront of revolutionizing customer success through AI and data science. Samuel shares his fascinating journey from being a data scientist at Gainsight and LinkedIn to founding DataPlant, a company dedica…

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Customer Success Playbook Podcast Season 2 Episode 20 - From Chaos to Clarity: The GuideCX Way- Peter Ord 33:18

3M ago33:18

33:18

Send us a text In this episode of the Customer Success Playbook podcast, we welcome Peter Ord, Founder and CEO of GuideCX, to discuss the future of customer onboarding and implementation. GuideCX is revolutionizing the way companies handle customer onboarding, making it smoother and more effective through its innovative platform. Peter shares his j…

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Customer Success Playbook Podcast Season 2 Episode 19 - Nik Mijic - Matik 20:33

3M ago20:33

20:33

Send us a text In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger welcome Nik Mijic, founder of Matik, to discuss innovative solutions for automating data-driven content creation. Matik's platform simplifies the generation of personalized metrics, text, tables, and charts for presentations, enabling custo…

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Customer Success Playbook Season 2 Episode 18 - Week in review 9:19

3M ago9:19

9:19

Send us a text Get ready for an exhilarating episode of the Customer Success Playbook Podcast! This week, hosts Roman Trebon and Kevin Metzger take you on a journey through the latest buzz in the customer success world. First up, they recount the smashing success of their inaugural Customer Success Playbook Pickleball event. From MVP Dave Ellen's k…

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Customer Success Playbook Season 2 Episode 17 - Week in Review 25:28

3M ago25:28

25:28

Send us a text Welcome to Season 2, Episode 17 of the Customer Success Playbook Podcast! This week, hosts Roman Trebon and Kevin Metzger review the latest in customer success news and insights. They discuss standout articles on leadership within CSM roles, including a piece by Marcus Wrench on how high-performing CSMs embody leadership qualities. T…

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Customer Success Playbook Podcast Season 2 Episode 16 - Pulse Recap 19:46

4M ago19:46

19:46

Send us a text In the latest episode of the Customer Success Playbook Podcast, Kevin Metzger recapped his recent trip to St. Louis for the Gainsight Conference. The episode covered his experiences from networking events to insightful sessions on AI and customer success strategies. Highlights included discussions on Gainsight’s roadmap, innovative A…

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Customer Success Playbook Season 2 Episode 15 - The week in review 16:14

4M ago16:14

16:14

Send us a text In the recent episode of the "Customer Success Playbook" podcast, hosts Roman Trebon and Kevin Metzger delved into a week filled with personal anecdotes, customer success strategies, and community-building within the industry. Key discussions included the power of root cause analysis in business operations, the significance of custom…

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Customer Success Playbook Season 2 Episode 14 - Kristi Faltorusso 49:21

4M ago49:21

49:21

Send us a text Introduction: In Season 2, Episode 14 of the "Customer Success Playbook" podcast, Kristi Faltorusso, Chief Customer Officer at Client Success, shares her journey of developing a c community. Her candid discussion covers the initial aspirations, the stumbling blocks encountered, and the strategic pivot towards relaunching the communit…

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Customer Success Playbook Season 2 Episode 13 - This week in CS 1 19:23

5M ago19:23

19:23

Send us a text Summary: In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger delve into the shifting landscape of customer success (CS). The discussion highlighted several pivotal trends: Increasing Importance of CS: The surge in attendance at CS events like the Totango Summit reflects the growing significa…

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Customer Success Playbook Season 2 Episode 12 - Angeline Kish - DEI 27:18

5M ago27:18

27:18

Send us a text Angeline Kish, Director of Customer Success at VMware by Broadcom, shared her insights on diversity, equity, and inclusion (DEI). As a recognized leader in customer success and DEI strategies, Angeline has been instrumental in launching influential programs like Stanford's "Influence Circles" aimed at promoting a more inclusive work …

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Special Episode - CSP Anthem Rock 1 1:27

5M ago1:27

1:27

Send us a text Tune in and listen to our new special episode Customer Success Playbook Anthem Rock 1. Please Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast: YouTube - @CustomerSuccessPlaybookPodcast Twitter - @CS_Playbook You can find Kevin at: Metzgerbusiness.com - Kevin's person web site Kevin Metzger on Linked In. …

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Customer Success Playbook Season 2 Episode 11- LinkedIn Topics 17:04

5M ago17:04

17:04

Send us a text In the ever-evolving landscape of customer success, the latest edition of the Customer Success Playbook podcast, hosted by Roman Trebon and Kevin Metzger, delved into crucial strategies for enhancing customer success metrics, leveraging LinkedIn insights, and understanding the multifaceted aspects of leadership and data-driven decisi…

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Customer Success Playbook Season 2 Episode 10 - Postgame - Chad Estees, KPI, and the ATLCS Summit 13:34

5M ago13:34

13:34

Send us a text Navigating the Landscape of Customer Success: Insights from Kevin and Roman's Discussion with Chad Estes Executive Summary: In a recent insightful dialogue, Kevin Metzger and Roman Trebon delved into the realm of customer success, spotlighting the critical role of Key Performance Indicators (KPIs) in driving business growth. Their co…

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Customer Success Playbook Season 2 Episode 9 -Chad Estes - Key Performance Indicators: Navigating the Path to Customer Success 38:05

6M ago38:05

38:05

Send us a text In this episode of the Customer Success Playbook Podcast we feature an insightful conversation with Chad Estes, EVP of Customer Success at Canvs.AI. The discussion revolved around key performance indicators (KPIs) that are paramount for assessing and guiding customer success, relationships, and business results. Estes shared his pers…

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Customer Success Playbook Season 2 Episode 8 - From First Contact to Loyal Advocate: Revolutionizing Customer Onboarding with Donna Weber 41:52

6M ago41:52

41:52

Send us a text Summary In a riveting episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger delve into the intricacies of customer onboarding with guest Donna Weber, renowned author of "Onboarding Matters: How Successful Companies Transform New Customers into Loyal Champions." Weber shares her profound insights on th…

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The CS Playbook March Pregame: Unveiling the Core Metrics for Customer Success 19:49

6M ago19:49

19:49

Send us a text In the dynamic world of customer success, identifying and leveraging key performance indicators (KPIs) is crucial for driving growth and ensuring the longevity of customer relationships. The recent episode of the Customer Success Playbook podcast, featuring co-hosts Kevin Metzger and Roman Trebon, delves into this critical topic, off…

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Customer Success Playbook - Postgame - Unpacking the Onboarding Process: A Key to Customer Success 17:02

6M ago17:02

17:02

Send us a text We're thrilled to announce the release of our latest podcast episode, where Kevin Metzger sits down with Roman Trebon to unpack the critical elements of customer onboarding. Drawing from a month dedicated to exploring the nuances of this vital process, our guests share invaluable insights into making the onboarding experience a corne…

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Customer Success Playbook Season 2 Episode 5 - An Onboarding Discussion with Melissa Caldwell of Fluxx 33:53

7M ago33:53

33:53

Send us a text In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger delve into the intricacies of customer onboarding and success strategies with Melissa Caldwell, Vice President of Customer Onboarding and Success at Fluxx, a SaaS grants management platform. The discussion covers the transformative journey …

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February 2024 Pregame show: Navigating the Onboarding Maze 7:51

7M ago7:51

7:51

Send us a text In this episode of the Customer Success Playbook Podcast, Roman Trebon and Kevin Metzger delve into the critical topic of customer onboarding. They highlight the significance of this initial stage in a client's lifecycle, emphasizing the potential pitfalls and the importance of a smooth onboarding experience. The dialogue touches on …

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Post Game - Navigating the First 90 Days as a Customer Success Leader 14:15

7M ago14:15

14:15

Send us a text In this episode of the Customer Success Playbook, Kevin and Roman discuss the topic for January: Navigating the First 90 Days as a Customer Success Leader. This month they talked with Marcus Vasell and discussed his Customer Success Maturity model in their interview. Reviewing how an organization moves from Crawl to Run across it's p…

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Customer Success Playbook Season 2 Episode - Marcus Vassell - Evaluating the Maturity of a CS Organization 35:53

8M ago35:53

35:53

Send us a text In the recent episode of the Customer Success Playbook podcast, Roman T. and Kevin M. hosted Marcus Vassell, a seasoned professional in customer success. The discussion primarily focused on Marcus's model for evaluating and advancing the maturity of customer success operations in organizations. Marcus Vassell outlined a three-stage e…

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Customer Success Playbook Season 2 Episode 1 - January 2024 Pre Game - 30/60/90 Day Plan 8:54

8M ago8:54

8:54

Send us a text Welcome to the first episode of Season 2 of the Customer Success Playbook. January 2024. In this episode we preview the month of January topic. The 30/60/90 day plan when entering a company. We aslo preview the January guest of the month Marcu Vasselle. Marcus wrote an article about the customer success maturity model he defined and …

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Customer Success Playbook Episode 15 - EOY Wrap Up 2023- Kevin and Roman 33:45

9M ago33:45

33:45

Send us a text In this episode of the Customer Success playbook Kevin Metzger and Roman Trebon discuss launching the podcast, their guests in 2023, Highlights from the year and preview 2024. Happy Holidays. Please Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast: YouTube - @CustomerSuccessPlaybookPodcast Twitter - @CS_P…

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Customer Success Playbook Postgame - Andrew Marks - Customer Success Certification 52:12

9M ago52:12

52:12

Send us a text In this episode of The Customer Success Playbook Podcast Post Game show, Kevin and Roman discuss the interview with Andrew Marks from Success Hacker. They discuss the value of customer success certification and how Success Hacker's certification programs, is recognized by the same certification program that certifies Oxford Universit…

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Customer Success Playbook Episode 14 - Andrew Marks - Customer Success Certification 52:12

9M ago52:12

52:12

Send us a text The episode of The Customer Success Playbook Podcast featuring Andrew Marks provides a comprehensive insight into the value of customer success certification and the role of Andrew's company, Success Hacker, in shaping the customer success landscape. The host, delves into various aspects of customer success training and development, …

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Customer Success Playbook Episode 13 - Emilia D'Anzica - AI in CS 33:22

10M ago33:22

33:22

Send us a text This episod of the Customer Success Playbook podcast focuses on how AI is transforming customer success. Emilia from Growht Molocules talks about, how AI platforms can aggregate data to build more insightful executive business reviews. Help with training, by giving feedback to help CS teams improve. She also discusses how AI helps wi…

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Customer Success Playbook - Carly Agar - PostGame - Job Hunt in Customer Success 9:28

10M ago9:28

9:28

Send us a text Are you ready to supercharge your job search and career transition strategy? Our recent chat with Carly Agar, a seasoned career coach, promises to equip you with dynamic networking techniques, personal branding strategies, and the art of curating a compelling resume. We also delve into the do's and don'ts of using AI in your job hunt…

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Customer Success Playbook - Carly Agar - Insider Guide to Navigating the Competitive Customer Success Job Market 40:12

10M ago40:12

40:12

Send us a text What if you had insider knowledge on how to navigate the competitive customer success job market? This episode is packed with such insights courtesy of our guest, Carly Agar, founder and CEO of Carly Agar Training. Carly shares her expertise on standing out in a crowd of applicants, giving us a glimpse into the hiring dynamics of tod…

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Customer Success Playbook PostGame - Julie Fox - Unlocking Success Through a Growth Mindset and Radical Candor 6:27

11M ago6:27

6:27

Send us a text Want to unlock the secret to driving success through a growth mindset? Our latest conversation with the inspiring Julie Fox will help you do just that. Julie, renowned for her dynamic leadership style, shares insights on fostering open-mindedness, building trust, advocating continuous improvement, and integrating candid feedback in a…

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Customer Success Playbook Episode 11 - Julie Fox - Fostering Learning Cultures and Growth Mindset 34:48

11M ago34:48

34:48

Send us a text The "Customer Success Playbook Podcast" recently hosted Julie Fox, a distinguished figure in the realm of customer success. Julie's insights and experiences, shared during her segment, offer invaluable lessons for professionals in the field. From her early days, Julie has been driven by a desire to make a significant impact. Interest…

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Customer Success Playbook PostGame - Ed Powers - Harnessing the Power of Data and AI in Customer Success 9:44

11M ago9:44

9:44

Send us a text Unlock the power of data in your business with insights from our recent guest, the remarkable Ed Powers. Feast your ears on a riveting conversation that explores the essence of data-driven decision-making in Customer Success. Ed Powers, an esteemed expert who delivers enlightening courses on Udemy and Success Hacker, shares his exper…

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Customer Success Playbook Episode 10 - Ed Powers - Data Driven Decisions 31:37

11M ago31:37

31:37

Send us a text In this episode of the Customer Success Playbook podcast, hosts Roman Trebon and Kevin Metzger interview customer success expert Ed Powers on leveraging data to drive better decisions. Ed teaches courses on using statistics and data analysis to unlock insights for customer success professionals. They discuss how proper statistical to…

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Customer Success Playbook Posgame 3 - Jeff Heclker - Service Delivery in Customer Success 9:01

12M ago9:01

9:01

Send us a text Description: In this insightful postgame episode of the Customer Success Playbook podcast, hosts Roman Trebon and Kevin Metzger reflect on their enlightening conversation with Jeff Heckler, the Director of Customer Success at Market Source. Diving into the pivotal realm of service delivery, they unravel its crucial role in fostering …

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Customer Success Playbook Episode 9 - Jeff Heckler - Service Delivery in Customer Success 34:51

12M ago34:51

34:51

Send us a text Join hosts Roman Trebon and Kevin Metzger in this episode of the "Customer Success Playbook" podcast as they converse with the seasoned expert, Jeff Heckler, to dissect the finer points of customer success and service delivery. Dive into a rich discussion filled with hands-on advice and deep insights aimed at enhancing your approach …

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Customer Success Playbook Postgame 2 - Greg Daines 7:16

12M ago7:16

7:16

Send us a text In the "Customer Success Playbook" podcast post-game show, hosts Kevin Metzger and Roman Trebon discuss their recent episode with guest Greg Daines, who delved into the primary reasons for customer churn in 2023. Main Points: Churn Categories: Early, mid, and late churn, with a significant focus on early churn which comprises 70% of …

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Customer Success Playbook Episode 8 - Greg Daines - 23 Ways to Reduce Churn 38:03

1y ago38:03

38:03

Send us a text Greg Daines is the founder and CEO of Churnrx.com. He holds multiple advanced degrees in business and economics from MIT and Cambridge University. This episode is a discussion about Greg's ebook 23 Ways to Reduce Churn in 2023. Discussion Points Greg emphasizes that business has fundamentally changed and old ideas about customer rete…

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CS Playbook Postgame 1 - Sue Nabeth Moore 9:14

1y ago9:14

9:14

Send us a text This is the first postgame episode of the Customer Success Playbook. In this episode, hosts Roman and Kevin discuss the interview we conducted with Sue Nabeth Moore. We call out some of the highlights of the interview and discuss some of the challenges we've faced that were discussed in the interview. Check out the postgame of the Su…

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Customer Success Playbook Episode 7 - Sue Nabeth Moore- Organizational Alignment 36:13

1y ago36:13

36:13

Send us a text The podcast discusses how companies can align their entire organization around customer success. The hosts Kevin and Roman interview Sue Nabeth Moore, a thought leader in customer success. Key points: - Customer success needs to be part of the company's strategy, not just a tactical support function. It should be infused top-down in …

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Customer Success Playbook Episode 6 - James Scott - Trends in Customer Success 33:01

1y ago33:01

33:01

Send us a text Get ready for a jam-packed episode with hosts Kevin Metzger and Roman Trebon as they dive into the transformation trends in customer success with expert James Scott! James brings the energy as he unpacks how digital CS is becoming essential for efficient scaling. The insights come rapid-fire as James explores slam dunk starting point…

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Customer Success Playbook Episode 5 - David Ellin - The Playbook to Implementing CS Platforms 38:30

1y ago38:30

38:30

Send us a text Welcome to 'The Customer Success Playbook,' your essential guide to mastering the customer success arena. Hosted by Roman Trebon and Kevin Metzger, we bring you thought-provoking insights, strategies, and experiences from the industry's leading minds. Whether you're a seasoned professional or a newcomer, this podcast is your resource…

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