Customer Success and Relationship Platforms Questions

Covers hands on experience with customer relationship management systems and dedicated customer success platforms, including selecting and configuring enterprise platforms and specialized tools. Core areas include configuring and customizing platform workflows and automation, designing data models for customer analytics, extracting transforming and loading customer usage and engagement data, integrating platforms with other systems and data pipelines, building dashboards and reports to measure adoption and key success metrics, creating health scores and segmentation, and operationalizing playbooks to drive retention and expansion. Candidates should be able to discuss platform choices and trade offs, integration patterns, data governance and privacy considerations, examples of business outcomes achieved such as improved retention or expansion, and how platform features were used to scale customer success operations and reporting.