ClientSuccess User Webinar Recordings
- Automation Webinar - Streamline and Standardize Customer Success Work
- Pulse Webinar - Create Organization-Wide Consistency on the Health of Your Customers
- Segmentation Webinar - Using a dynamic approach to viewing your book of business
- SuccessScore Webinar - Better Understand the Behavior of Your Customers
- Lifecycle Management Webinar - Best Practices to prepare for your SuccessCycles
ClientSuccess Adoption Newsletter Miniseries
- Segmentation - Using a dynamic approach to viewing your book of business
- SuccessScore - Better understand the behavior of your customers
- Automation - Streamline and standardize customer success work
- SuccessCycles - Commonly configured templates and how to develop, document, and strengthen your lifecycle plans
- Pulse - Create organization-wide consistency on the health of your customers
- Engagements - Consolidate your emails and meeting notes to increase engagement visibility
ClientSuccess Features
- Develop, Document, and Strengthen Customer Lifecycle Plans (How to get the most out of SuccessCycles)
- Commonly Configured SuccessCycles
- Commonly Configured Email Automation Rules
- Commonly Used Reason Codes
- Your Pulse Plan
- Questions to ask yourself in preparing to manage revenue in ClientSuccess
General Customer Success Best Practices
- 8 Ways to Measure Churn and Retention
- 5 Bulletproof SaaS Strategies Proven to Build a Culture of Customer Success
- 4 Ways a CSM Can Earn a Seat at the Exec Level with Clients
- 3 Reasons Why Customer Health is Like a Gallon of Milk
- Retention and Growth
- Renewal Management