Identify, monitor, and execute timely account expansions with real-time reports and indicators.
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Define and track onboarding by phase, user progress, account, and portfolios.
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Handle this critical component of the post sales customer journey.
Use the power of Playbooks across functions to operationalize standard procedures. Drive consistency, accountability and reduce cost and TATs.
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Create the right scoring system for your organization.
Create alert rules that are flexible.
Manage, analyze, and optimize your customer interactions.
Track your tasks easily by account, product, and outcome categories for better efficiency.
Create dynamic segment across accounts and users.
Drive adoption, upsell and cross-sell using extensive product data.
Automate your actions, alerts, playbooks and more.
Proactively uncover key insights and receive data-driven recommendations for your team.
Transcribe your calls and catch key phrases used by customers to trigger actions.
Improve decision making and actions for enhanced outcomes.
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In B2B, we often use 80-20, 80% of the profits are incurred from 20% of the customers. This is the foundation of customer segmentation in SaaS.
24 Apr, 2020
Customer Success vs Customer Experience: Customer experience concentrates on touchpoints, while customer success focuses on the end game.
23 Apr, 2020
What does customer churn reduction mean? Before we learn about the top things that CSMs need to arrest churn, we need to understand that churn is of utmost importance as it helps us assess why customers leave and how it impacts the business, so, c...
There are many other names for customer success manager used in industry like Customer Success Engineer, Sales Manager, Customer Success Specialist, others.
A lot of interesting and informative blogs, newsletters, podcasts, videos, etc. are available on the subject of customer success. We have put together a list of the top 10 customer success books to help understand and learn more about this subject...
20 Apr, 2020
Customer success playbook indicate actions to be taken by clients to achieve desired results. Customer playbook templates make it easier for them to follow.
16 Apr, 2020
Transform your customer success strategy with insights from these top 10 CS Podcasts. Listen, learn, and grow your business.
15 Apr, 2020
Role of Customer Success in Organizations “Customer Success is a long-term, scientifically engineered, and professionally directed strategy for maximizing customer and company sustainable proven value.” The Customer Success Associa...
14 Apr, 2020
We have compiled a list of the top 10 customer success blogs, which will help increase individual and organizational customer success knowledge quotient by focusing on related topics and thoughts such as customer-centricity, improve customer exper...
08 Apr, 2020
Product onboarding is an important part of the process known as “Product Adoption.” In simple terms, product onboarding focuses on introducing the product or service to the users or customers. It enables your customers to learn about the featu...
27 Mar, 2020
Customer success management involves building customer-focused relationships that are collaborative, goal-focused, and able to adapt as customer needs evolve. The customer success process must also be highly scalable, as SaaS company success depen...
Convergence of Customer Success, Product Success and Experience Success Customer Success is a long-term, scientifically engineered, and professionally directed strategy for maximizing customer and company sustainable proven value. Most of the...
26 Mar, 2020
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