Customer Success Resources

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

  • Success Plan Template for Customer Success Teams

    Success Plan Template for Customer Success Teams

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  • WEBINAR
    Amity & Tri Tuns

    Empowering CSMs as Adoption Coaches


    April 5 @ 1pm ET

    Save Your Seat
  • How to Become a More Proactive CSM With Productivity Tools Webinar Recording1:17:08

    How to Become a More Proactive CSM With Productivity Tools Webinar Recording

    As your organization scales, it becomes even more important for the Customer Success team to ensure they have time to be proactive and get through their to-do lists in time.

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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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  • 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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  • Managing a Fast Growing Customer Success Team Webinar Slides

    Managing a Fast Growing Customer Success Team Webinar Slides

    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, and more ef

    View Presentation
  • Amity Fall 2016 Product Update Recording15:22

    Amity Fall 2016 Product Update Recording

    This fall has been a busy one for Amity, and we’re very proud of the exciting features that we built for you. Now, you can do even more, with less effort.

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  • How To Grow Your Career In Customer Success Webinar Recording58:57

    How To Grow Your Career In Customer Success Webinar Recording

    Customer Success is a relatively new field, and it isn't always easy for Customer Success Managers to know what the best strategies for career advancement are.

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  • How To Grow Your Career In Customer Success Webinar Slides

    How To Grow Your Career In Customer Success Webinar Slides

    Customer Success is a relatively new field, and it isn't always easy for Customer Success Managers to know what the best strategies for career advancement are.

    View Presentation
  • 10 Strategies for Scaling Customer Success Webinar Recording55:17

    10 Strategies for Scaling Customer Success Webinar Recording

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  • WEBINAR
    Amity & Tri Tuns

    Empowering CSMs as Adoption Coaches


    April 5 @ 1pm ET

    Save Your Seat
  • 10 Strategies for Scaling Customer Success Webinar Slides

    10 Strategies for Scaling Customer Success Webinar Slides

    View Presentation
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