Customer Success 101

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

  • [Infographic] 5 Tips to Calculate Your Customer Health Scores

    [Infographic] 5 Tips to Calculate Your Customer Health Scores

    Here are the 5 best practices you need to consider when calculating your Customer Health Scores.

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  • The Best Customer Success Articles of 2017

    The Best Customer Success Articles of 2017

    Below is our annual holiday reading list, the best articles of 2017, curated, organized, and ready to be enjoyed. Read it now or bookmark it for later, whatever floats your boat!

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  • 2017 Rewind: Your Customer Success Playlist

    2017 Rewind: Your Customer Success Playlist

    The playlist below takes you through key questions Customer Success teams face. Just click on the tapes to start listening!

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  • This Is How You Know You’re Doing It Wrong

    This Is How You Know You’re Doing It Wrong

    Some red signals that should immediately alert you and tips to help you gain early insight into being proactive in avoiding the impact of growth pitfalls for Customer Success.

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  • Does Customer Success Mean Anything Outside of SaaS?

    Does Customer Success Mean Anything Outside of SaaS?

    As I’ve learned after making an industry shift, the concept of Customer Success is just as applicable to the world outside of SaaS. Customer Success is crucial to anyone that is selling anything.

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    Churn got
    you down?

    Cheer up, this
    guide will help

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    !
    Say buh-bye to churn!
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  • The Cycle of Success: a Blueprint for Customer Success Teams

    The Cycle of Success: a Blueprint for Customer Success Teams

    After spending over 15 years in Customer Success, I have however recognized some distinct patterns in how the best Customer Success teams are run. I’ve created a comprehensive yet simple approach.

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  • How Customer Success Gets You to Product/Market Fit

    How Customer Success Gets You to Product/Market Fit

    There are three core advantages to implementing a Customer Success team early on to help you reach Product/Market Fit and get into a successful scaling phase.

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  • How Would You Die On Game Of Thrones?

    How Would You Die On Game Of Thrones?

    While it appears that all men must die on Game of Thrones, not all customers must churn. The battle against churn is not easily won, but Customer Success Managers are constantly arming themselves.

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  • What You Should Learn From a Breakup

    What You Should Learn From a Breakup

    When you go through a breakup, you should take the time to reflect and learn. Churn can, in fact, be your ultimate churn mitigation tool. Turn that lagging data into leading indicators.

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  • The 4 Traits of a Great Customer Success Mindset

    The 4 Traits of a Great Customer Success Mindset

    What’s the secret to great customer success? It starts with great customers – the ones that realize true value from your solution, provide invaluable product feedback and are the most vocal advocates.

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  • Why Your Customer Health Score is Probably Useless

    Why Your Customer Health Score is Probably Useless

    Most Customer Success organizations are missing a important dimension when segmenting their customers: the maturity of the customer, which we call the Customer Maturity Index (CMI).

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  • Are Playbooks The Key to Customer Success?

    Are Playbooks The Key to Customer Success?

    Playbooks are a CSM’s best friends. When leveraged properly, playbooks allow CSMs to spend less time planning and worrying, and more time actually getting stuff done. Are Playbooks the key to success?

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    It’s time to
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    We’ll show you how.

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  • Running Your Customer Success Org at Peak Efficiency

    Running Your Customer Success Org at Peak Efficiency

    There are many things that you can do to help your Customer Operations Organization run at peak efficiencies. Below are three simple steps to get you started down the journey of operationalizing.

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  • A Recipe for Customer Health Scoring

    A Recipe for Customer Health Scoring

    In Customer Success, setting trap wires to notify you when your customer isn’t doing so well can save you lots of time, and lots of pain. Your early warning system should reflect what matters to you.

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  • [INFOGRAPHIC] 10 Tips For Customer Success Automation

    [INFOGRAPHIC] 10 Tips For Customer Success Automation

    Automation empowers Customer Success Managers to do what they’re good at, so here are 10 quick tips to get started with Customer Success automation for data, processes, and customer journey tracking.

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  • Segmenting Your Customer Base to Scale

    Segmenting Your Customer Base to Scale

    To scale your Customer Success team, you will need to segment your customers and apply the appropriate engagement model.

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  • Customer Success in the Business-to-Government Sector

    Customer Success in the Business-to-Government Sector

    There is an even smaller, third group of customer success managers and professionals and their numbers will grow as time goes by – those who work in the business-to-government sector, or B2G.

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  • 5 Powerful Videos That Spotlight Customer Advocacy

    5 Powerful Videos That Spotlight Customer Advocacy

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  • In Customer Success, Is Bragging Such a Bad Thing?

    In Customer Success, Is Bragging Such a Bad Thing?

    Fundamentally, it isn’t about you at all. When demonstrating the value you are creating for your customer, make sure that the entire goal is to move them forward, towards even greater success.

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  • 3 Ways To Become More Proactive Today

    3 Ways To Become More Proactive Today

    To be a proactive Customer Success Manager, always be looking for moments where you can take today’s reactive problem and turn it into tomorrow’s proactive moment.

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