Intro to Customer Success

New to Customer Success? Learn best practices to scale Customer Success at your Organization.

  • Client Success 101: Building Strong, Personal Relationships

    Client Success 101: Building Strong, Personal Relationships

    A fallout of the ‘digital age’ for businesses and Customer Relationships is that while we can now communicate with others faster and more efficiently than ever before, we are doing so with less care.

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  • 6 TED Talks That Are Surprisingly Relevant to Customer Success

    6 TED Talks That Are Surprisingly Relevant to Customer Success

    Customer Success isn't just about Customer Success, it's about skills, learning, growth, people, and more. Here are some TED Talks about some other life things, but that will help you as a CSM.

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  • [Infographic] The 4 Stages of Scaling Customer Success

    [Infographic] The 4 Stages of Scaling Customer Success

    It's never too early to be thinking about Customer Success at scale. From Day 1, a truly customer-centric company should ensure that Customer Success Operations are engrained in its DNA.

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  • 3 Simple Ways To Promote Productivity And Proactiveness

    3 Simple Ways To Promote Productivity And Proactiveness

    Specific steps one needs to take to be less reactive and how they'll help customer success teams to scale through increased CSM productivity and proactivity.

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  • 10 Leaders' Advice on Getting Started in Customer Success

    10 Leaders' Advice on Getting Started in Customer Success

    We asked 10 Customer Success Leaders with proven track records of building and growing thriving Customer Success Organizations "what's one piece of advice you wish you'd been given when you started?"

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  • Becoming a Customer-Centric Organization in 7 GIFs

    Becoming a Customer-Centric Organization in 7 GIFs

    When a customer-centric organization is taking shape, everyone should formulate a mindset to simply ask themselves on a daily basis – “What is my contribution to ‘customer’ today?”

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  • Customer Success of Things – A Darwinian Evolution Approach

    Customer Success of Things – A Darwinian Evolution Approach

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  • [Infographic] A Quick Guide to Customer Data

    [Infographic] A Quick Guide to Customer Data

    In order to activate and leverage customer data for success, you need to start by collecting the right data. The customer data you collect and leverage has a great impact on the success of your team.

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  • Are You Suffering From Customer Overload?

    Are You Suffering From Customer Overload?

    For fast-growing SaaS companies, life is good in many ways. It means there is healthy demand for the product and sales are climbing. The best part is that the revenue is a recurring cash flow.

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  • How Does Customer Success Technology Impact Your Organization?

    How Does Customer Success Technology Impact Your Organization?

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  • Fixed vs. Growth Mindset in Customer Success, What Does That Mean?

    Fixed vs. Growth Mindset in Customer Success, What Does That Mean?

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  • What's Still Holding Customer Success Back in 2017?

    What's Still Holding Customer Success Back in 2017?

    Some of the main challenges and wide-spread ideas still holding the Customer Success industry back in 2017.

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  • Maintaining Proactive Customer Success in a Fast-Growing Startup

    Maintaining Proactive Customer Success in a Fast-Growing Startup

    Complexity is the enemy of scaling. To make sure your Customer Success team stays on track while your company grows, keep in mind these two factors: capabilities and capacities.

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  • Customer Success of Things - Some Definitions

    Customer Success of Things - Some Definitions

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  • 5 Tips to Help Customers with Goal-Setting in 2017

    5 Tips to Help Customers with Goal-Setting in 2017

    Goals help customers achieve success. They make it possible to align expectations. They focus efforts on what’s most important. Later, they will help to evaluate a customer’s progress and value.

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  • A Simple Recipe For Success

    A Simple Recipe For Success

    Customer Success teams cannot succeed if they are operating in a vacuum. I will repeat this statement: Customer Success teams cannot succeed if they are operating in a vacuum.

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  • Just Implemented a Customer Success Platform, Now What?

    Just Implemented a Customer Success Platform, Now What?

    For those just getting a Customer Success platform or reporting system up and running, deciding what metrics to track can be confusing, as there are so many data points in Customer Success.

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  • Achieving Success in a Small, Growing Company

    Achieving Success in a Small, Growing Company

    CSMs have a broad mandate that can look dramatically different between companies depending on industry, size, and culture. Here are 6 best practices to set yourself up for success in a small company.

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  • Onboarding The First Member of Your Customer Success Team

    Onboarding The First Member of Your Customer Success Team

    Onboarding a new member of your Customer Success team should have a plan. You want your new team member to know what their day to day will look like, and what success looks like.

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  • Customer Success in Numbers

    Customer Success in Numbers

    There is a lot happening in the world of Customer Success, everything changes fast, and it can be difficult to see the bigger picture and to locate yourself on the map.

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