The CXO Dream Team: Why Marketing, Sales, and CS Should Unite to Drive Growth

The CXO dream team: 
Why marketing, sales, and CS should unite to drive growth

5 – min read Three learnings from TSIA on why your go-to-market leaders have an opportunity to work better together to drive growth.   When it comes to understanding …

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Customer Success + AI
Product updates

Totango AI innovations set to boost customer success productivity

3 – min read Welcome to the era of “do more with less.” That phrase has become the earworm of 2023, stuck in our head no matter how many …

Customer Success

Totango product innovations help CS drive predictable revenue growth

3 – min read It’s no secret that businesses have been hit hard in 2023. With budgets being cut, staff being laid off, and sales cycles getting longer, many …


Scale your CS operations
Customer Success Operations

3 ways to effectively scale your CS operation

2 – min read In today’s challenging economic climate, teams must ensure they are utilizing the right initiatives to protect and grow customer loyalty. Enter customer success operations: a …

Customer Success Operations

5 tips to supercharge your CS operations playbook

4 – min read Challenging economic times really put pressure on teams to retain revenue. How can you ensure you’re aligning resources to the right initiatives that will protect …

Customer Referrals

How To Ask A Client For A Referral [+ Templates]

7 – min read ClieOne of the most basic principles of customer success is using your products and services to create advocates for your company/product/brand. Having an army of …

Hiring CS team members
Best Practices

Why is CS hiring so hard? Tips for finding your people

3 – min read As subscription models and recurring revenue become the norm for both SMBs and enterprise solutions, customer success is becoming an essential part of businesses across …

6 tips for designing customer journeys that deliver value at scale
Customer Journey

6 tips for designing customer journeys that deliver value at scale

5 – min read In order to achieve step-change growth, you need to deliver value to your customers at scale—and across their entire journey with your company. Sounds simple …


Customer Success Team Structure
Best Practices

Customer Success Team Structure: Four Best Practices

5 – min read Your customer success team structure forms the organizational backbone supporting your CS strategy. A well-designed structure can help you streamline your operations for greater efficiency to deliver …

13 Customer Success Manager Skills
Customer Success

13 Customer Success Manager Skills to Look for When Hiring

7 – min read Hiring team members with the right customer success manager skills is critical for the effectiveness of your CS team and strategy. Here we’ve identified the 13 most …

31% of CS teams are collaborating with Sales
Customer Success

How customer success teams drive value through collaboration

3 – min read Recent years have seen an astonishing rise in the popularity of subscription-based products and services. The world of ownership is being replaced by Spotify, Hulu, …

Customer Success Survey Stat 92%
Customer Success

Why homegrown tools won’t cut it for scaling customer success programs

3 – min read Over the past 15 years, we have seen dramatic—even seismic—changes in technology. Whether it’s opening a bank account from the comfort of your couch, navigating …

SaaS Tools You Need
Best Practices

SaaS Tools for Business Growth: Five Essentials You Must Have

7 – min read SaaS Tools to Jumpstart Your Business Growth: Five Essential Apps Software-as-a-Service (SaaS) tools automate your business functions, fueling your growth by increasing efficiency. For customer …

Customer Enablement
Customer Success

What is Customer Enablement? A Quick Guide for B2B & SaaS

5 – min read Customer Enablement Essentials: What B2B and SaaS Brands Need to Know Customer enablement empowers customers by giving them the resources they need to use your …

Customer Success Dashboard
Customer Success

Customer Success Dashboard KPIs: Nine CS Metrics To Track

5 – min read Customer Success Dashboard Metrics: Nine Top KPIs You Need to Monitor A customer success dashboard provides a powerful tool for tracking key performance indicators (KPIs) and ensuring …

Customer Success Playbook
Customer Success

Customer Success Playbook Tips: Five Proven Tactics

5 – min read Customer Success Playbook Strategies: Mapping a Path to Winning Outcomes A customer success playbook maps out a game plan you can use to automate successful outcomes …

QBR Best Practices
Best Practices

QBR Meeting Agendas: Best Practices for QBR Prep

10 – min read How to Make Your QBR Meeting Agenda Count A quarterly business review (QBR) allows you to bring together your executives and your clients’ executives to …

What is a QBR
Best Practices

What Is a Quarterly Business Review? Three Keys to a Great QBR

4 – min read What Is a QBR? How to Make Quarterly Business Reviews Count A quarterly business review (QBR) gives you four opportunities per year to showcase the …

quarterly business review
Best Practices

QBR in SaaS: Is the traditional QBR dead?

6 – min read Why Your QBR SaaS Model Needs an AI Makeover Quarterly business reviews (QBRs)[LINK] have become a standard practice for software providers, but today’s QBR SaaS …