One key decision where designing your CS program will be the role technology plays in helping achieve customer outcomes. It's not enough to have a process for considering and eventually deciding on a platform. You'll need to help guide how new mindsets and ways of doing things will play into the ultimate decision.
Key principles must be followed to prepare, align, communicate, and educate everyone involved, so that everyone is on the same page with how a technology investment will support expected results.
Change management is an essential skill for early stage customer success leaders to develop, and we explain how in our Essential Tool: Changing Minds & Mindsets Along Your Customer Success Journey.
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