The AI-Powered CSM: What It Really Looks Like in 2025

In this episode, Anika Zubair discusses the transformative impact of AI on customer success professionals. She emphasizes the importance of embracing AI to alleviate administrative burdens, avoid common mistakes in its adoption, and maximize its potential in daily tasks. Anika provides practical applications of AI in discovery calls, quarterly business reviews, and renewal forecasting, highlighting how it can save time and enhance strategic decision-making. She also introduces her new guide on training AI to be a revenue-generating co-pilot for customer success professionals.

Train AI to be Your Revenue Generating Co-Pilot Guide: https://www.thecustomersuccesspro.com/offers/P66P25Uw/checkout?coupon_code=PODCAST50

Use the discount code: PODCAST50

Chapters
00:00 The Rise of AI in Customer Success
02:51 Overcoming Administrative Burdens with AI
06:07 Common Mistakes in AI Adoption
09:03 Maximizing AI's Potential in Customer Success
11:54 Practical Applications of AI in Daily Tasks
15:06 Transforming Discovery Calls and QBRs with AI
17:58 Forecasting Renewals and Managing Customer Relationships
21:12 Introducing the AI Co-Pilot Guide
24:04 Running with AI
26:57 Recap

Connect with Anika Zubair:
Website: https://thecustomersuccesspro.com/
LinkedIn:  https://www.linkedin.com/in/anikazubair/
CSM RevUP Academy: https://thecustomersuccesspro.com/revup

Send Anika a text :)

Want to be our next guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guest

Book Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-event