Customer Success Survey Stat 92%

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 …

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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 …


Engage B2B SaaS Customers
Customer Engagement

Top 6 Tips for a Successful SaaS Customer Engagement Strategy

8 – min read Six Customer Engagement SaaS Strategies That Work For software service providers, customer engagement SaaS strategies play a central role in a successful business model. Proactive …

B2B Customer Journey Steps
Customer Journey

B2B Customer Journey Touchpoints CS Teams Need To Plan For

7 – min read B2B Customer Journey Touchpoints: A Guide for CS Teams B2B customer journey touchpoints mark the roadmap toward successful outcomes for clients and CS teams. By …

client onboarding checklist
Customer Onboarding

The Ultimate Client Onboarding Checklist for CS Teams

7 – min read A Customer Onboarding Checklist for Successful CS Teams A lot goes into crafting the ideal onboarding process for SaaS products. You need to clearly demonstrate …

5 best solutions
Customer Retention & Churn

Five Best Customer Retention Software Solutions for Customer Success

5 – min read Customer Retention Software Cuts Down Client Churn Customer retention software has become essential for effective SaaS customer success strategies. A winning SaaS business model must …

Build Client Relationships
Best Practices

How to Build Client Relationships Digitally: 14 Pro Tips

9 – min read Learn How to Build Client Relationships Digitally: 14 Proven Tactics Knowing how to build client relationships digitally is critical for SaaS businesses. Most interactions with …

B2B customer segmentation
Customer Success

B2B Customer Segmentation: Six Best Practices

7 – min read B2B customer segmentation gives you the power to customize your service and even personalize it for individual clients. This yields superior customer satisfaction, translating into …

client onboarding questionnaire
Customer Onboarding

How to Craft the Best Client Onboarding Questionnaire

6 – min read A client onboarding questionnaire helps you gather the information you need for excellent client relationships that promote long-term loyalty. Asking the right questions is key …

the unique role of CSMs
Customer Success

The Unique Role of CSMs

3 – min read The role of a Customer Success Manager (CSM) is always important but it is especially critical during an economic downturn. As a CSM, you know …

invest in growth
Customer Renewals

Why Customer Expansion Should Be A Critical Component of Your Growth Strategy

3 – min read Did you know that 70% of revenue in a subscription-based business comes from existing customer renewals and upsells? Renewals and upsells are effective ways to …

how to do more with less
Customer Success

How the Right CS Platform Can Help You Do More with Less

3 – min read Protecting and growing your current customer base should be your top priority right now, but how do you do that when your marketing and sales …

how to engage customers
Customer Engagement

Open the Channels of Communication with Your Customers

3 – min read When facing a struggling economy, it’s more important than ever to keep your customers engaged and reminded of why your products and services are critical …