A Customer Success Manager was assigned a strategic new account. Which action prepares them for the customer introduction meeting?

Question

Jason Coleman · Accepted Answer

Document customer's current technical escalations.

Jason Coleman · Answer

Engage with the account team to understand the expansion opportunities.

Jason Coleman · Answer

Perform a deep analysis of all the sales orders to the past 24 months.

Jason Coleman · Answer

Speak the internal contacts to understand the customer's priorities and sentiment.

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