BeyondTrust - Secure Remote Access and Privileged Access Management

Relationship Focused Customer Success

Your BeyondTrust Customer Success Manager (CSM) will help navigate the Success Journey of your BeyondTrust investment on a day-to-day basis. By learning about your company, your current plans, and long term goals, the CSM will help you realize the most value from your BeyondTrust purchase and track that success.

BeyondTrust CSMs are non-technical resources who are trusted advisors and advocates within BeyondTrust. Your BeyondTrust CSM is positioned to provide a proactive success-oriented approach to the ongoing operation of your BeyondTrust investment.

Succeed with BeyondTrust Advisors

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Success Planning
Our CSMs will learn, document, and regularly review your success journey with BeyondTrust, ensuring that all milestones are captured and celebrated along the way.
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Knowledge
Our CSMs want to understand your business and success criteria with our products. Our CSMs have the experience within BeyondTrust to connect you to additional resources, technical teams, and more.
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Communication
Regularly scheduled meetings (minimum monthly) held to validate approach, outcomes, and the progress of your success journey with BeyondTrust.

Customer Success in Action

Your CSM will conduct the following activities:

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Create & Execute Success Plans

Understand and document your goals with BeyondTrust solutions and get assistance in realizing these goals.

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Quarterly Success Reviews

Receive a regular communication cadence to review and update your success plans.

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Customer Advocacy

Customer Success acts as the “voice-of-the-customer” for your organization within BeyondTrust.

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Health Maximization

Maximize the overall health of your BeyondTrust solution by gaining an understanding of your desired outcomes.

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Value Maximization

Analyze your workflows and use cases to get the most out of your investment.

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Collaboration

Work with both customer facing and internal teams at BeyondTrust to deliver a world class experience.

Need a technical advocate? Technical Account Management packages are also available.
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