Team & Organization
Best practices and tips to help align Customer Success within your team and organization.
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Read ArticleOperationalizing a High Volume Onboarding Team
Do you think it’s impossible to set-up an efficient, consulting focused onboarding program for your smallest SaaS customers? Think again.
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Read Article10 Leaders Share Their Customer Success Career Paths
Not only can it be difficult to get started in Customer Success, it’s also challenging to have a clear idea of what your career path should look like. Here are 10 Leaders' Customer Success Stories.
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Read ArticleThe Anatomy of a Remarkable Customer Success Playbook
The best way for CSMs to respond to scheduled and unscheduled events is by the use of playbooks. This article will explain what playbooks are, then provide some guidelines on building and using them.
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Read Article[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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Read Article3 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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Read ArticleBecoming 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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Read ArticleAre 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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Read ArticleThe Fundamental Flaw of Proactive Customer Success
The flaw of proactive customer success management is the assumption that the customer success team can determine its own proactive destiny. The problem typically requires a new strategy.
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Read ArticleMoving from Support to a Career in Success
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Read ArticleBoosting Your Day to Day Productivity as a CSM
Optimizing productivity is important in any role but it requires particular attention in the world of customer success. I’ve gathered these productivity tips from my network of experienced CSMs.
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Read ArticleA Week in the Life of an InVision Customer Success Manager
At InVision, our customer success team is responsible for managing the relationships with our most important users: Enterprise customers. This is our most advanced product available.
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Read ArticleHow Top SaaS Companies Use Customer Success to Answer Their Biggest Marketing Problems
Why waste thousands of dollars and hours trying to figure out what your ideal customers want to hear, when you can look inwards at your own team and customers for marketing inspiration.
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Read ArticleCustomer Success Battle Scars: Communicate, Communicate, Communicate
While many in customer success are seeking an innovative approach to solve all of their problems, there are leadership basics that everyone needs to incorporate into their regular routines.
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Read ArticleHow Your Customer Success Team Can Help With Account-Based Marketing
If your company has a customer success team and you plan on incorporating account-based marketing as part of your strategy, it would be pure madness not to have these two departments working together.
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Read ArticleAchieving 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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Read ArticleOnboarding 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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Read ArticleThe Most Important Traits & Skills To Look For When Hiring a Customer Success Manager
Effective customer success is key to reducing churn and increasing MRR, so it’s vital the customer success manager you hire be the kind of rockstar who will lead your team to….well, success.
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Read ArticleGetting New Hires Up To Speed In a Fast-Growing Team, Insights From Q4 Inc.
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Read ArticleData and Processes and People, Oh My! So Many Ways to Scale Your Team
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Read ArticleAmity Fall 2016 Product Update
Amity helps Customer Success teams around the world do more, for less. In the Fall 2016 Product Update, Amity does even more to help you scale your customer success processes.
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