Description: In Customer Success Operation Management (CSOM), operational processes are divided into two key areas: Customer Engagement and Automation. This segmentation ensures efficient management of client relationships while optimizing resource allocation and streamlining repetitive tasks.

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1. Customer Engagement Processes


2. Automation Processes


Bottom line


Customer engagement focuses on personalized customer experience and account management, while automation focuses on streamlining repetitive tasks, reducing costs and improving scalability - all of which contribute to sustainable growth and customer success.