Blog

How to Succeed with a Small Customer Success Team

Whether you are an Enterprise SaaS looking to manage staffing costs or a rocketship startup with a tsunami of customers and few resources to manage them, the automation a Customer Success platform can deliver will ensure you can minimize your hiring while maximizing the value each Customer Success Manager can deliver. It comes down to […]

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360 degree customer view Achieving a 360 Degree Customer View [video]

As part of a series of short [15-minute] demo / webinars to address some of the key topics in Customer Success. We delivered a session focused on … The 360 Customer View … In less than 15 minutes, we looked at

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How Frequently Our Customer Success Application Syncs Your Data

In a previous post, we looked at How We Built More Than 100 Customer Success-Integrations between Akita and apps like Hubspot, Salesforce, Intercom and Zendesk. We outlined our 3-step process for keeping data in sync: Schedule, Retrieve, and Process. The Scheduler kicks everything off and is responsible for determining which data needs retrieving at any […]

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customer onboarding metrics Top 10 Customer Onboarding Metrics You Should Measure

Attracting new customers in SaaS is always exciting, but what really matters is ensuring seamless integration with a product and successful customer onboarding. This critical phase of guiding new users from the first sign-up to becoming proficient users serves as a prime tool for building lasting customer relationships and loyalty, moreover retention. To assess the […]

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New customer onboarding checklist How to Create a New Customer Onboarding Checklist: 2024 Guide

New customer onboarding is a pivotal journey that can transform initial interactions into long-term relationships. In the onboarding process every step matters—the way you welcome your users to the platform, educate and navigate them through it, how you react in cases of friction, and how you engage with them along their journey.

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customer success vs customer service Customer Success vs Customer Service: A Simple Guide

Now more than ever, SaaS is all about innovation and user-centricity. Customers rely on SaaS solutions to answer their technological demands, but they also expect impeccable experience and support. This is why both customer success and customer service strategies must be well-designed and efficiently implemented.

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automated customer onboarding process Automated Customer Onboarding Process & Its Benefits

Customer onboarding is one of the key points for SaaS businesses, and if executed well, it can ensure growth, sustainability, and long-term customer relationships. By leveraging automated customer onboarding processes, companies can streamline and enhance onboarding experiences and ensure personalized and seamless journeys for new users. The automation can cover various stages, from sign-up to […]

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Customer onboarding guide Customer Onboarding Guide: Examples and Best Practices

The most effective way to create profitable, long-term customers for any SaaS business is to successfully guide them through an effective onboarding process. Successfully onboarded customers will remain customers for longer, cost less to support, and are more likely to increase their spending over time. 

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Customer onboarding template Use Customer Onboarding Templates to Enhance the Process

In today’s fast-paced digital landscape, the first interactions customers have with your company are crucial. This is why any ambitious SaaS business, regardless of its size, invests greatly in creating a well-organized and structured onboarding process. Efficiently guiding new users through the initial stages of exploring your product or service is essential for long-term satisfaction […]

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