Customer Success Resources

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

  • 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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  • WEBINAR

    Everything You Need To Know About Customer Benchmarking


    May 31 @ 1pm ET

    Save Your Seat
  • 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

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  • 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.

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  • 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

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  • 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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  • 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.

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

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

    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.

    View Presentation
  • How to Define, Build, and Deliver a Remarkable Customer Experience Webinar Recording54:50

    How to Define, Build, and Deliver a Remarkable Customer Experience Webinar Recording

    In this webinar, Neil Jain of Waterstone shares practical advice to help companies best define their desired journey and close the gap between their existing and their desired customer experience.

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  • How to Define, Build, and Deliver a Remarkable Customer Experience Webinar Slides

    How to Define, Build, and Deliver a Remarkable Customer Experience Webinar Slides

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  • WEBINAR

    Everything You Need To Know About Customer Benchmarking


    May 31 @ 1pm ET

    Save Your Seat
  • Managing a Fast Growing Customer Success Team Webinar Recording51:55

    Managing a Fast Growing Customer Success Team Webinar Recording

    The abilities of your team expand as your SaaS business grows, but managing a fast-growing team has many challenges. More people means more processes to implement, more metrics to monitor.

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