Cisco Updated 820-605 Exam Questions and Answers by audrey

During a Quarterly Success Review, it is critical to cover the success plan, the agreed priorities, and the planned outcomes. These topics ensure that the review is focused on assessing progress towards achieving the desired outcomes as outlined in the success plan1.

 If a customer’s privacy policy prevents public sharing, the Customer Success Manager can create a success story for internal use only. This allows the organization to document and learn from the customer’s experience without violating their privacy policy. References: Cisco Customer Success Manager best practices suggest respecting customer privacy while still capturing valuable insights from their experiences.

The goal of the Quarterly Success Review is the alignment of priorities and outcomes while celebrating accomplishments. This regular review is a strategic meeting that allows both the customer and the organization to ensure that they are aligned in terms of business priorities and desired outcomes. It’s also an opportunity to recognize and celebrate the successes and milestones achieved, which can be motivating and reinforce the value of the investment in the solutions provided.

References:

•Cisco’s official page on Customer Success Manager certification2.

•Skilljar blog on scaling Customer Success with Quarterly Business Reviews3.

During onboarding, the most important metric for a Customer Success Manager to uncover is the value that the customer expects to derive from the solution. References: Onboarding best practices that emphasize the importance of understanding and delivering value to the customer.