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10 Best Practices to Add Automation to Your Customer Success Process Webinar Slides
Automation can simplify your Customer Success operations. When adding automation your Customer Success proc...
Most Recent Presentations
How to Build an Early Warning System for Customer Success
In the battle against churn, not early always means late. The thing is, there’s only so much a Customer Success Manager can manually do to proactively prevent a customer from approaching dangerous ter
Why Customer Success Teams Lose Sight of Outcomes
Learn how to lead your customers towards success by focusing on customer outcomes, managing your capabilities, and understanding the complexities of the business.
The Easiest Way To Improve Onboarding
While NPS and CSAT are essential to a solid Voice of the Customer Program, Customer Effort Score (CES) has proven to be the best CX metric to measure onboarding success. Yet, onboarding is multi-facet
How to Scale Your Customer Success Team
When customer success efforts pay off, they leave you with an interesting problem: more customers to manage, and the need to grow your team accordingly. A hurdle that customer success teams face is t
9 Ways to Supercharge Customer Success Productivity
With these techniques, a Customer Succes team can measure the exact working capacity of Success and Support, and create a structure that drives a “get things done” culture amongst its members.
Shatter the Customer Success Performance Plateau
We know what customer success is supposed to do: predictably drive revenue growth. Seems clear enough, but what’s less clear it how to actually make that happen. If you’re doing everything you can but
How to Design Your Customer Health Score
A health score is a single actionable metric which you calculate by assembling multiple data points. It tells customer success managers which account to pay attention to, and when.
How to Engage Your Customer's Top Level Executives
CSMs are proficient at talking to customer champions and their teams, but in order to secure renewals, expansions, and opportunities, there's another person you need to talk to: the one who signs the
How to Build a Powerful Renewal Playbook
We keep coming up with fancy ways to describe the purpose of Customer Success, but in the end, we’re here for one thing: ensuring customers are so successful that they renew, term after term. It’s no
How to Measure and Influence Product Adoption to Achieve Customer Success
For most CSMs, adoption is the lifecycle stage that comes between onboarding and renewal, but it’s also a process, an action, a metric. Adoption is a critical step to Customer Success, but there’s a
How to Build Your Customer Onboarding Playbook Slides
In order to improve time to first value, you need to create and perfect your onboarding playbook to closely define the tools and actions you’ll need for success.
QBR Playbooks That Drive Customer Accountability Slides
Responsible customers take initiatives to get more out of your solution and they are eager to grow with you. It takes some conscious efforts to nurture highly responsible customers.
The Art and Science of Effective Customer Onboarding
Customer onboarding is both an art and a science. To succeed, you need to find the right balance between a creative content strategy and a data-driven approach. Rely too much on the right side of your
A Framework to Visualize Customer Success Performance Data Slides
Measuring Customer Success performance is a challenge. Customer Success teams have a wide range of goals, and creating a balanced scorecard is not always easy. In this webinar, Joel Carron, Customer
How to Reduce Churn with Better Product Adoption Slides
In the age where product-led businesses are beating their competition, product adoption reigns king. The more your users and customers get out of your product, the less likely they are to churn.
Personalizing a One-To-Many Customer Success Approach Slides
This webinar provides a practical approach to personal one-to-many Customer Success. From email to webinars and in-app messaging, learn how to scale up tech-touch customer success management.
The 4 + 1 Keys to Successful Software Adoption
Faster adoption is the most direct path to renewing and expanding your customers. Today’s Customer Success teams all want to see rapid adoption and help their customers realize the business value they
How to Build an Early Warning System for Customer Success Slides
There’s only so much a Customer Success Manager can manually do to proactively prevent a customer from approaching dangerous territory. Adopting a standardized early warning system is crucial.
Building Skills in Customer Success Leadership Webinar Slides
Are you a new customer success leader, or a CSM who aspires to move into a management role? Are you an experienced executive who moved into customer success from another discipline like sales or produ
10 Lessons for Your Startup Customer Success Game Plan Webinar Slides