Best Practices
How to get the most out of ClientSuccess features, including recommendations, user webinars, and customer success best practices
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
- Pulse Plan
- Revenue Management Prep
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
ClientSuccess User Webinar Recordings
- Automation - Streamline and Standardize Customer Success Work
- Pulse - Create Organization-Wide Consistency on the Health of Your Customers
- Segmentation - Using a dynamic approach to viewing your book of business
- SuccessScore - Better Understand the Behavior of Your Customers
- Lifecycle Management (SuccessCycle Best Practices)