CSM Insight was set up by the founder of CustomerSuccessManager.com, Adam Joseph, to help companies achieve two primary aims:
  • Truly understand what makes them successful in the eyes of their customers and prospects by implementing Win, Loss & Churn Programmes
  • Build world class Customer Success teams
Win, Loss & Churn Analysis
Companies who have already implemented a Win, Loss & Churn Programme are already reaping the benefits.  According to the 'State of Win Loss 2017' Report by Primary Research:
  • 72% improved their win rate
  • ​90% of sales people believe they could improve upon their post-decision debrief
  • 83% using external vendors know why they win versus 58% of those that don’t
Customer Success Consultancy
CSM Insight offers a wide range of Customer Success Consultancy services to help you build, scale and manage a world class Customer Success organisation.  Services include:
  • Customer Success Recruitment
  • ​​Creating/Reviewing your Customer Success Framework
  • Customer Success Training
  • Create/Improve Customer On-boarding Plans​
  • Build Customer Segmentation & Engagement Plans