Blog
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
Who Needs to Be Involved When Buying Customer Success Software?
Implementing a Customer Success platform will resonate across the business so the CEO should make the ultimate call on where to invest but who else should have oversight of or influence on the decision …
‘A beginning is a very delicate time.’
This blog post represents the start of what will most certainly be an exciting journey. While clicking “Publish” only took a single click, the action marked the end of one phase of my life and the beginning of a new and exciting phase.
Customer Success vs. Sales: Differences and Similarities
Understanding the differences between customer success and sales in SaaS is crucial for navigating the intricacies of customer retention, satisfaction, and acquisition. Although both departments participate equally to ensure and maintain the business’ sustainability and growth, they work with different methodologies and goals. While customer success focuses on ensuring customers derive maximum value from the […]
Steps to Creating a Customer Onboarding Email Template
How you begin your relationship with customers often dictates how long and successful their relationship with your company will be. Given that SaaS companies need to retain customers for a period of time in order to accrue enough subscription revenues to become profitable, delivering valuable onboarding experiences is essential.
Customer Success vs Account Management: Important Differences
Understanding the fine nuances between customer success and account management will help you consider them as complementary teams that have the same objective on their agenda. Both account management and customer success teams work towards improving customer satisfaction and loyalty, but their roles in a SaaS environment are quite distinctive.
Key Customer Success Metrics You Should Track as a SaaS Company
Having in mind that customer success directly affects customer satisfaction, retention, and the general health of the business, it has become apparent that maintaining sustained SaaS growth depends on it. Thus, it’s essential to track the relevant customer success metrics in SaaS and evaluate the impact of customer success initiatives.
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 […]
How to Create an Onboarding Checklist for New Customers: 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.