Blog Articles | Shyft Global Services

What to Look for: Customer Management Partner | Shyft Global Services

Written by Antonio Masis | Feb 6, 2026 2:30:00 PM

The most effective managed services partnerships are built on trust, alignment and shared accountability. An optimal customer management services partner should be able to tie customer engagement directly to business growth.

Capabilities of a great customer management partner include:

  • Ramps new partners faster with dedicated onboarding workflows

  • Improves retention with proactive customer success programs and guided enablement

  • Reduces internal burden by offloading time-intensive post-sale operations

  • Uncovers upsell and expansion opportunities through smarter customer insights

  • Makes quick decisions with real-time analytics and global reporting

A strong technology services partner works side by side with original equipment manufacturers (OEMs) to architect customer management solutions that fit seamlessly into your go-to-market strategy.

How to Improve the Customer Experience

Customer management spans a wide array of business functions, and with rising buyer expectations and increasingly complex sales cycles, the right partner can make all the difference.

To deliver the best possible customer experience, it’s important for OEMs to partner with a customer management provider who has the right experience to scale their business, takes the time to drive outcomes at every stage of the customer journey and learns their business well enough to act as an extension of their team.

What Does an Outsourced Customer Management Services Model Include?

At a high level, customer management services help OEMs support customers and partners across every touchpoint of the customer journey. If teams are stretched thin or business growth is outpacing internal capabilities, a customer management partner can fill critical gaps while maintaining a consistent, high-quality customer experience, ultimately enabling you to focus more internal resources on innovation and product development.

Common outsourced customer management services include:

  • Partner acquisition, activation and enablement

  • Post-sale, product and customer engagement

  • Quoting, billing, invoicing, audits and risk analysis

  • Engineering talent retention and development

  • Regional behavior and market analysis

  • Employee training and certification

Why Customer Experience Matters Now

With users being “always on” and AI rapidly accelerating innovation, it’s harder than ever to keep up with the growing number of touchpoints and constantly shifting customer support needs. These challenges make it difficult for OEMs trying to scale customer management without losing consistency or visibility.

Today’s Challenges

What OEMs Need

Complex, global sales and partner networks Localized, flexible support teams
High-touch, consultative buying journeys Proactive enablement and lifecycle guidance
Internal teams that are stretched thin Scalable operational resources and processes
Disconnected systems and data silos Centralized insights and end-to-end visibility

That’s why many OEMs choose customer management services outsourcing. A trusted partner like Shyft Global Services becomes a true extension of your business, supporting your brand and customers with care and consistency.

Frequently Asked Questions About Shyft Customer Management Services

Q: Can I outsource just part of customer management?

A:  Yes. Shyft offers custom engagement models, whether you need to outsource one task, a few or the entire customer lifecycle. Customer management solutions are tailored to fit your organization’s bandwidth and growth goals.

Q: Do you support complex, high-tech products?

A: Absolutely. Shyft supports OEMs delivering AI, cloud, infrastructure and edge solutions in highly consultative sales environments with the technical understanding and industry context to support your customers at every stage.

Q: What types of customer management services are available?

A: Watch this quick capabilities video to see how Shyft supports every stage of the customer journey and helps you deliver consistently exceptional experiences at scale.

Q: What does the onboarding process with Shyft look like?

A: Experts begin with a listen-first approach by diving deep into your goals, challenges and customer expectations. From there, they tailor and configure customer management workflows, test them in pilot mode, partner closely with your team throughout implementation and provide useful insights for informed decision-making.

Learn More About Shyft’s Customer Management Service Capabilities

Your customers deserve a partner who supports them from the first touchpoint through long-term success. Shyft helps make that possible with customer management services that span the entire technology lifecycle. From onboarding and enabling partners to qualifying leads to delivering pre- and post-sales support and uncovering growth opportunities through strategic insights, Shyft acts as a seamless extension of your team with a flexible, customer-centric approach that’s built around your goals — all backed by deep expertise.

Curious how it all comes together? Get in touch with our team today to learn more.

About the Author

Antonio Masis serves as the Vice President of Global Customer Management Services and the General Manager of the Costa Rica location for Shyft Global Services, a division of TD SYNNEX. He has been with the company since 2009 and has more than 15 years of experience as a business development leader, with a focus on directing operations, implementing sales strategies and managing outsource agreements.