Gain Grow Retain cover image

Gain Grow Retain

How Monday.com Scales CS

Aug 1, 2022
47:36
Snipd AI
In this episode, Cassie Vaughn and Ruchita De from Monday.com discuss the role of customer change management in scaling and increasing customer retention. They also talk about fitness routines, Sunday activities, finding balance in QBRs, and the evolution of business reviews and customer segmentation.
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Podcast summary created with Snipd AI

Quick takeaways

  • Customer success teams play a crucial role in building trust and serving as strategic partners for business growth.
  • Effective segmentation and resource allocation within customer success help balance efficiency and focus on different types of accounts.

Deep dives

Prioritizing Customer Success and Building Trust

The podcast episode features a conversation with Cassie Vaughn and Ruchita Day from Monday.com, discussing the importance of customer success in driving business growth. They highlight the need for a strong customer success team, emphasizing the role of the CSM in building trust and serving as a strategic partner. The guests explain the value of customized Executive Business Reviews (EBRs) in aligning expectations and showcasing ROI. They also discuss the significance of change management, driving mindset shifts within client organizations, and fostering self-sufficiency. The speakers emphasize the need for data-driven decision making and the importance of a streamlined tech stack to empower CSMs to take informed actions based on customer data.

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