Customer Success Resources

Customer success resources to help you better understand how you can manage, engage and drive value with your customers.

  • The Customer Success Playbooks You Need to Drive Adoption Webinar Recording59:30

    The Customer Success Playbooks You Need to Drive Adoption Webinar Recording

    In this webinar, Neil Jain and Aman Singh of Waterstone Management Group will share key insights and best practices around how to successfully drive adoption through Customer Success playbooks.

    Watch Video
  • WEBINAR
    Amity & CSM Practice

    The Definitive How-To For Account Segmentation Models


    June 28 @ 1pm ET

    Save Your Seat
  • The Customer Success Playbooks You Need to Drive Adoption Webinar Slides

    The Customer Success Playbooks You Need to Drive Adoption Webinar Slides

    In this webinar, Neil Jain and Aman Singh of Waterstone Management Group will share key insights and best practices around how to successfully drive adoption through Customer Success playbooks.

    View Presentation
  • Prompting Meaningful Engagements with Customer Benchmarking Webinar Recording54:23

    Prompting Meaningful Engagements with Customer Benchmarking Webinar Recording

    Benchmarking produces unique, comparative insights that get customers’ attention and motivate them to get more value from your SaaS solution.

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  • Prompting Meaningful Engagements with Customer Benchmarking Webinar Slides

    Prompting Meaningful Engagements with Customer Benchmarking Webinar Slides

    Benchmarking produces unique, comparative insights that get customers’ attention and motivate them to get more value from their solutions.

    View Presentation
  • How to Proactively Handle Customer Feedback for Success Webinar Recording49:57

    How to Proactively Handle Customer Feedback for Success Webinar Recording

    With a few simple processes, you can collect, measure, and understand customer feedback. Open a goldmine of opportunities and be the hero your customers deserve.

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  • How to Proactively Handle Customer Feedback for Success Webinar Slides

    How to Proactively Handle Customer Feedback for Success Webinar Slides

    Whether it's feature requests, ideas, insights or general feedback, customers are an amazing source of data. Yet capturing and communicating this data effectively is a huge challenge in SaaS and often

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  • Building a Customer Onboarding Program: The Keys to Success Webinar Recording1:00:48

    Building a Customer Onboarding Program: The Keys to Success Webinar Recording

    Customer onboarding is crucial for SaaS companies looking to drive recurring revenue. It allows you to improve users’ time to value, which leads to increased renewals.

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  • Building a Customer Onboarding Program:  The Keys to Success Webinar Slides

    Building a Customer Onboarding Program: The Keys to Success Webinar Slides

    Customer onboarding is crucial for SaaS companies looking to drive recurring revenue. It allows you to improve users’ time to value, which leads to increased renewals. Now, that sounds great in theor

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  • Demonstrating Your Value to the Board and Getting Your Budget Approved Webinar Recording1:01:04

    Demonstrating Your Value to the Board and Getting Your Budget Approved Webinar Recording

    It's essential for growing Customer Success teams to know how to articulate their impact in order to get recognized and to gain access to more resources.

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  • Empowering Customer Success Managers as Adoption Coaches Webinar Recording1:03:28

    Empowering Customer Success Managers as Adoption Coaches Webinar Recording

    One of the most critical functions that Customer Success Managers perform is proactively driving user adoption within your customers' organizations. But how do you do this rapidly, effectively and at

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  • Empowering Customer Success Managers as Adoption Coaches Webinar Slides

    Empowering Customer Success Managers as Adoption Coaches Webinar Slides

    One of the most critical functions that Customer Success Managers perform is proactively driving user adoption within your customers' organizations. But how do you do this rapidly, effectively and at

    View Presentation
  • Success Plan Template for Customer Success Teams

    Success Plan Template for Customer Success Teams

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  • The Future of Customer Success is Agile Webinar Recording0:00

    The Future of Customer Success is Agile Webinar Recording

    In this webinar, Todd Eby explores how you can reinvent the way you approach delivering Customer Success using an agile mindset and framework.

    Watch Video
  • The Future of Customer Success is Agile Webinar Slides

    The Future of Customer Success is Agile Webinar Slides

    In this webinar, Todd Eby explores how you can reinvent the way you approach delivering Customer Success using an agile mindset and framework.

    View Presentation
  • Cheat Sheet: How to Drive Efficiency With Automated Customer Success Plays

    Cheat Sheet: How to Drive Efficiency With Automated Customer Success Plays

    Read Flipbook
  • How to Drive Efficiency With Automated Customer Success Plays Webinar Recording1:05:46

    How to Drive Efficiency With Automated Customer Success Plays Webinar Recording

    Automating success plays is a strong and reliable way to increase your efficiency while driving transparency and consistency throughout your customer engagements. From high touch to low touch engageme

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  • How to Define Your Key Customer Success Metrics And Goals Webinar Recording1:03:43

    How to Define Your Key Customer Success Metrics And Goals Webinar Recording

    Customer success should focus on client outcomes and satisfaction, but in order to do so effectively, it needs to be data-driven and tied to company key metrics.

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  • How to Define Your Key Customer Success Metrics And Goals Webinar Slides

    How to Define Your Key Customer Success Metrics And Goals Webinar Slides

    Customer success should focus on client outcomes and satisfaction, but in order to do so effectively, it needs to be data-driven and tied to company key metrics. Team goals have the most impact and dr

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  • Inside Customer Success at test IO Webinar Recording38:39

    Inside Customer Success at test IO Webinar Recording

    A year ago, test IO’s team decided to fully transition to a customer-centric proactive model. Their new philosophy has revolutionized the way they relate to their customers, and month after month, the

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  • WEBINAR
    Amity & CSM Practice

    The Definitive How-To For Account Segmentation Models


    June 28 @ 1pm ET

    Save Your Seat
  • Its 2017 - Isn't It Time Your Customer Service Became Customer Success? Webinar Recording58:54

    Its 2017 - Isn't It Time Your Customer Service Became Customer Success? Webinar Recording

    Getting closer to and retaining your customers has never been a bigger priority, especially as your company charts greater revenue growth, contract renewals and lower churn.

    Watch Video
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