eBooks

Download our eBooks to learn how to better manage, engage and drive value with your customers.

  • 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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  • Success Plan Template for Customer Success Teams

    Success Plan Template for Customer Success Teams

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  • The ROI of Customer Success Software

    The ROI of Customer Success Software

    The financial importance of existing customers is why companies need to make an investment in a customer success platform, a powerful tool that drives trial conversions, retention, and loyalty.

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  • Uberflip: a Case Study in Scaling Customer Success

    Uberflip: a Case Study in Scaling Customer Success

    Uberflip, a fast growing content experience management company, needed a better way to manage its 1,700+ customers. In particular, it wanted to implement an efficient system to prioritize accounts.

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  • From $0 to $1 Billion, Scaling Customer Success at Eloqua

    From $0 to $1 Billion, Scaling Customer Success at Eloqua

    Regardless of the size of your company, this model provides guidelines for when to implement a customer success solution, hire your first customer success manager (CSM).

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  • 10 Quick Tactics To Reduce Churn

    10 Quick Tactics To Reduce Churn

    To help you quickly reduce churn, we put together a list of 10 tactics. It is by no means definitive, but we hope it offers insight, tips and guidance that can be quickly and easily put into action.

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  • Nulogy Closes the Gaps with Customer Success

    Nulogy Closes the Gaps with Customer Success

    Nulogy, with customers from various disciplines with differing skill sets, needed a system for their Technical Account Management team to track all customer facing activity.

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  • Guide to Developing a Business Case for Customer Success

    Guide to Developing a Business Case for Customer Success

    In this guide, we cover the necessary components of a business case through the lens of a customer success executive and identify the critical questions you need to be prepared to answer in detail.

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  • Customers For Life: Managing the Customer Journey

    Customers For Life: Managing the Customer Journey

    In a competitive world, attracting new customers is a major accomplishment but it is just the beginning of what will hopefully be a long-term relationship.

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  • Driving Customer Retention

    Driving Customer Retention

    In this eBook, we will look at how SaaS companies should gather knowledge of their customers and, as important, how to leverage this information to develop strong and long-lasting relationships.

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