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Buzz Board

A place for General Topics.

  • 28 Topics
  • 32 Replies
28 Topics
DMITRI
BeyondTrust Employee
DMITRIBeyondTrust Employee
posted in Buzz Board
Customer Success Management Engagement and Its Value

At BeyondTrust, we focus on long-term success. Customer Success Management is a proactive non-technical approach that helps our customers to achieve their desired outcomes with our products and services. Customer Success Managers (CSMs) play a pivotal role in this process by fostering strong relationships, providing ongoing support, and driving meaningful results for customers. How CSM Engagement Works?CSM engagement follows a structured process that aligns with the customer’s journey. Here’s a breakdown of how it typically unfolds:Onboarding: CSMs guide customers through the onboarding process, ensuring a smooth transition and that they understand how to use the product effectively. Regular Check-ins: Scheduled touchpoints allow the CSM evaluate the progress of customer objectives, address any concerns, and provide guidance on optimizing their use of the product. Quarterly Business/Success Reviews (QBRs/ QSRs): These reviews offer a formal opportunity to evaluate customer performance,

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DMITRI
BeyondTrust Employee
Katie Hoskins
BeyondTrust Employee
Katie HoskinsBeyondTrust Employee
posted in Buzz Board
What is the Difference Between Technical Account Managers & Customer Success Managers?

We offer a variety of services at BeyondTrust to help customers get the most value from their investment. Two of those services include Technical Account Managers (TAMs) and Customer Success Managers (CSMs). To understand more about the differences in their roles, let’s first take a closer look at each.Technical Account ManagersBeyondTrust TAMs are technical resources who will partner with you to gain an in-depth knowledge of your BeyondTrust environment, technical accounts, and overall business operations. TAMs are a paid service and offered under three different tiers of support. You can learn more from the TAM Tier Comparison Chart on our website.Customer Success ManagersBeyondTrust CSMs help navigate the Success Journey of your BeyondTrust investment on a day-to-day basis. By learning about your company, your current plans, and long-term goals, CSMs help you realize the most value from your BeyondTrust purchase and track that success. What is the Difference between TAMs and CSMs?Bo

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Katie Hoskins
BeyondTrust Employee
J
BeyondTrust Employee
Jason BrennanBeyondTrust Employee
posted in Buzz Board
Customer Success Specialist vs. Customer Success Manager – What’s the Difference?

Here at BeyondTrust we’re focused on helping customers realize the maximum value of your investment.   We’ve invested in both Customer Success Specialists (CSS) and Customer Success Managers (CSM) to help you achieve your goals. But what’s the difference? Before we get into that, let’s look at what each of them do. CSS: Our Customer Success Specialists are non-technical resources who are trusted advisors and advocates within BeyondTrust. They are positioned to provide a success-oriented approach to the ongoing operation of your BeyondTrust investment when you need it.  This team is focused on answering any questions coming into our Customer Success mailbox (customer.success@beyondtrust.com).  If they are unable to answer the question, they will find the correct resource who can. CSM: Our Customer Success Managers will help navigate the Success Journey of your BeyondTrust investment on a day-to-day basis. By learning about your company, your current plans, and long-term goals, the CSM w

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J
BeyondTrust Employee

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