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← GlossaryCRM 101 · RevOps
// RevOps

Book of Business

The specific set of accounts a CSM or AE owns for retention and expansion.

In depth

A CSM's book is measured by ARR under management, logo count and NRR. Book size tuning (typically $1–5M ARR for mid-market CSMs) is the primary lever on CSM productivity.

Related terms

CSM
Customer Success Manager, post-sale owner of adoption, retention and (often) expansion.
NRR
Net Revenue Retention, % of recurring revenue retained from existing customers over 12 months, including expansion, minus churn and contraction.
Territory
The defined slice of the market (geography, industry, size, named accounts) a rep is responsible for.
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