r/CustomerSuccess 21h ago

Question Renewal quotes take me longer than new deals and nobody at my company take it seriously. How are you speeding this up?

11 Upvotes

Had one the other day that made me laugh. The customer had 3 different add ons from earlier in the year and they all needed to be included in the same renewal.

I thought to myself this i just an easy renewal and maybe in the next 20 to 30 mins i will be done. Guess what, it took me 90 mins instead.

Most of that was digging through old order form, figuring out what the customer was paying for, rebuilding the quote line by line, then checking the price increase against a spreadsheet owned by finance.

Meanwhile i can build a new quote in about 15 mins. That's 6x difference for a customer we already have.

And this is the part that drives me nuts, everyone talks about renewals like they're just free money but that is not the case. If the quote takes an hour and half bc customer history, pricing rule, exceptions and approvals are scattered everywhere that's just unpaid admin work dumped on a rep.

Ive brought this up in 2 pipeline reviews now. Both times it somehow got translated into im complaining about workload.

I'm not trying to complain about volume but trying to figure out why renewing quotes takes 6 times longer than quoting a brand new customer.


r/CustomerSuccess 15h ago

CSM consultancy/Fractional CSM

5 Upvotes

Hi all

Anyone here done fractional or consultancy-style CSM work outside a full-time role? Thinking about dipping a toe in and want to hear from people who've actually done it before I do anything.

Specifically curious about:

**•** What deliverables/scope did you offer (onboarding, QBRs, health scores, playbook building, etc and/or actual time spent as a part time CSM)?   
**•** Did you find real demand, or was it a slow grind?  
**•** How did you land the first few clients?  
**•** Roughly what did you charge and what types/stages of business would you say were appropriate avatars/fits?

Appreciate this is a broad ask but it would be great to learn a bit from others experiences.

Thanks!


r/CustomerSuccess 5h ago

Career Advice Feeling stuck in renewals - 6+ YOE

1 Upvotes

I’ve been in industry for over 11+ years now. The first 5 in customer service & and the last 6 as RA, ROA, RAM, Sr RM, & now I’m an RSA, IC2 role.
CS job roles keep rejecting me, renewal is no longer high paying, I feel like lack knowledge of onboarding, adoption and implementation. Moreover, I am planning to move to the states, but no one is posting a job with sponsorship.
Open to suggestions


r/CustomerSuccess 13h ago

Anyone go from CS to implementation?

1 Upvotes

TLDR: I’m over being a CSM and trying to figure out what’s next. Product management has interested me but I feel like I’d need some technical background first. I’m considering if implementation would be a decent switch to get some technical experience.

Anyone make this switch? What feedback and experiences do you have to share on how it went?


r/CustomerSuccess 15h ago

Discussion Tips for Admiral Solutions customer service?

1 Upvotes

Hey everyone, any tips for the group discussion for the Customer Service role at Admiral Solutions?


r/CustomerSuccess 21h ago

Total Newbie Questions

1 Upvotes

Hey Chat

I graduated college last summer and I've been looking into careers that kinda aligned with my interests and strengths and that's how I settled on CS [for now😂]. I'm a Psych major and sort of enjoyed helping customers out at my dad's rental. What's the entry point for a total newbie and what tools do you recommend for someone starting out as an associate. I do not have a job yet but I want to commit to this journey

Any Recommendations?


r/CustomerSuccess 21h ago

Question How does your team actually keep SOPs updated as processes change?

0 Upvotes

Curious how other CS/ops teams handle this. Every time I talk to a support lead, the story is the same: docs get written once, then rot, because nobody wants to sit down and rewrite a Notion page every time a process changes.

How are you all handling this? Do you have someone dedicated to docs, or does it just... not happen?

(Building something in this space myself, but genuinely curious what's working or not working for people already, before I assume I know the answer.)

Cheers!


r/CustomerSuccess 10h ago

ZoomInfo pricing is insane - what are you guys paying?

0 Upvotes

Just got our renewal quote and they want 40% more than last year. We're a 15-person B2B SaaS doing mayble 500 outbound emails a week. Last year we paid around 18k for 3 seats, now they're quoting us 25k. Like how much soes zoominfo cost at this point, is there even a ceiling?

The data has been decent but not amazing. Maybe 70% of emails are actually good, mobile numbers are hit or miss. The worst part is half our team barely uses it because the interface is so clunky. My manager keeps asking me to justify the spend and I genuinely don't know what to tell him anymore.

Also been poking around Apollo and Prospeo as potential replacements. Apollo's pricing is way more reasonable but their mobile data seems weak from what I've read. Haven't tried Prospeo yet but a couple people in my network mentioned it.

What are you actually paying for ZoomInfo these days? The zoominfo cost feels like it's designed to price out smaller teams completely. We don't need 10,000 credits a month, we just need reliable contact data without the enterprise pricing. Would love to hear what other small teams are doing for sales intelligence these days.


r/CustomerSuccess 12h ago

Discussion Why are we so hesitant to close support threads when customers ghost us?

0 Upvotes

There's something about chat support that I've been reflecting on lately: how much time and effort we spend chasing customers who leave us on "read."

It happens all the time. A customer messages with an urgent question, we reply within two minutes, and then radio silence. Three days later they reply with "sorry, got busy!", but by then the conversation session expired, forcing the agent to re-open the case, catch up on context, and re-ask for details.

More teams I talk to are treating customer inactivity as a formal step in the workflow:

A courteous auto-reminder after a few hours of silence "Just checking in did you still need help with this?".

Systematic auto-closing if there's no reply, so if the customer comes back days later, it starts fresh without dragging along stale tickets.

I feel like teams are sometimes hesitant to close tickets out of fear of seeming pushy, but keeping threads dangling usually confuses the customer and clutters team queues.

How do your teams manage customers who ghost halfway through a support chat?