Training
Customer Success Manager: Ask for Customer Referral30 minutes
Intermediate
Available in+4
Skills you'll learn
Persuasive Communication
Referral Strategies
About This Simulation
Your Role
Customer Success Manager
Your Goal
You secure referrals from a cautious client for FlowSync.
Simulation Details:
FlowSync is a top SaaS provider focused on project management and team collaboration for distributed teams. Its platform combines advanced automation, real-time communication, and robust analytics to help businesses improve efficiency and productivity. FlowSync stands out for its accessible design, supporting both technical and non-technical users, and offers over 200 integrations with popular tools like Slack, Google Drive, and Salesforce. Security is a priority, with enterprise-grade features and SOC 2 Type II compliance. Clients report faster project completion, fewer missed deadlines, and higher team productivity. FlowSync’s customer-centric approach includes dedicated support, automated migration from legacy systems, and comprehensive training, ensuring a smooth onboarding and rapid ROI. Customer advocacy is a key growth driver, with satisfied clients often referring new business and strengthening FlowSync’s reputation in the market.
You are tasked with securing high-quality referrals from a loyal client, Elena Müller, the Marketing Director at Müller & Partners. Elena’s agency has achieved impressive results with FlowSync, but she is cautious about making introductions to her influential network due to concerns about her professional reputation. Your challenge is to address her hesitations, demonstrate FlowSync’s reliability, and guide her in making confident, tailored referrals that align with her standards.
As a Customer Success Manager at FlowSync, your goal is to engage in a one-on-one chat with Elena Müller. Start by reviewing her agency’s success with FlowSync, then naturally introduce the topic of referrals. Use persuasive communication to address Elena’s concerns about reputational risk and highlight FlowSync’s proven benefits. Once she agrees to help, coach her on crafting concise, benefit-oriented introduction messages for her contacts. Throughout the conversation, ensure Elena feels confident and supported in making the first introduction, reinforcing her trust in FlowSync.
- Secure three referrals from Elena Müller through conversation.
- Address and reassure Elena about her concerns regarding reputational risk.
- Guide Elena in creating clear, benefit-focused introduction messages.
- Ensure Elena feels confident and empowered to advocate for FlowSync within her network.
Helpful for
Customer Success Manager, Account Executive, Business Development Manager
How it worksNot sure how it works? Watch the video below.
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