Get the latest customer success best practices. From customer adoption to reducing churn and increasing upsells, we’ve got you covered.

Set your remote customer success team up to be as effective as possible.
Best Practices

5 Best Practices for a Remote Customer Success Team

6 – min read Technology, as they say, is the future. In 1995, 9 percent of people reported that they telecommuted or had done so in the past. In …

b2b customer segmentation
Best Practices

6 B2B Customer Segmentation Best Practices

5 – min read The digital transformation of business has finally given enterprises the power to deliver on the potential of B2B customer segmentation. While most of us associate …

Work from Home
Best Practices

Tips from Totango Team: 7 Ways to Work Smarter from Home

2 – min read At Totango, we’re about success. Your customers’ and your own. So, now that everybody’s working remotely, we asked around our virtual office for suggestions of …

Best Practices

10 leadership ideas to implement this week for your business (Video)

< 1 – min read COVID 19 has forced businesses to quickly adapt and explore new ways of working. Leaders need to act fast and act now to ensure your …

These customer experience tips are meant to help turn customer expectations into customer happiness.
Best Practices

Top 5 Customer Experience Tips to Keep Customers Happy

4 – min read Happiness is a measurable outcome. It is revealed in actions, repeated behaviors, and attitudes. In the case of your customers, it’s most evident in their …

Voice of the Customer best practices turn words into action.
Best Practices

6 Voice of the Customer Best Practices You Should Implement

4 – min read Voice of the Customer best practices turns words into action. The feedback your VoC efforts provide are the unique perspective of your own customers, and …

Customer data insights, the key to understanding your customers and their business goals so your team can engage productively, and proactively.
Best Practices

Customer Data Insights: Best Practices for Tracking and Taking Action

4 – min read As the economy continues to become more digitally-based, customer data becomes more valuable and accessible than ever. To operate without insight into your customers’ preferences …

Decreasing time to value is an important goal for onboarding.
Best Practices

Time to Value: Customer Success Best Practices to Help Your Customers Grow

4 – min read Your customers are working with you because your company’s products and services are valuable The quicker you can deliver that value, the more likely you …

What does a Customer Success Manager (CSM) do, and how can they improve your customers journey?
Best Practices

The Top 5 Customer Success Manager Best Practices

4 – min read Customer Success Managers (CSMs) work hard to provide the best customer experience possible by prioritizing customer needs and helping them throughout the customer journey. They …

Customer satisfaction metrics, particularly NPS scores, are useful for B2B enterprises.
Best Practices

Using Customer Satisfaction Metrics: NPS Best Practices

5 – min read There’s a saying in business: if you can’t measure it, it never happened. But how do you measure satisfaction? Luckily, there’s a measure for that, …

Invest time and money to deliver value to your customers, and the ROI returns will come - often in the form of recurring revenue from renewals and upsells.
Best Practices

Customer Success and ROI: How to Improve Revenue

4 – min read The digitization of business has shifted the way customer value is achieved and how investments generate returns. In this customer-centered economy, you need to provide …

By implementing customer education best practices that drive the onboarding process, you will set your customers—and your enterprise— up for success.
Best Practices

Customer Education Best Practices for the Onboarding Phase

4 – min read Onboarding is an exciting, critical phase of introductions and potential. It defines how you and your customer communicate, establish common goals, and begin the customer …

A customer success platform can help you identify at-risk customers and take action.
Best Practices

How to Identify At-Risk Customers and What to Do About it

4 – min read In a customer-centered economy, where a lot of revenue growth occurs within the established customer base, churn is a big problem. Customers grow more valuable …

Building a strong customer success team is the first step to achieving sustainable, long-term growth.
Best Practices

Five Tips for Building a Customer Success Team

5 – min read In the customer-centered economy, your customer success (CS) team is invaluable. The team’s goal is to retain your hard-won customers and help them grow by …

A good customer journey strategy will increase retention and lower churn.
Best Practices

Develop a Customer Journey Strategy: Examples and Tips

5 – min read Customers want to see the value of your product or service—fast. They bought your product to solve a specific problem and if they are unable …

Get ahead of the customer experience by providing your teams with the best tools and standardized processes.
Best Practices

Proactive Customer Success Strategies that will get You Ahead of the Game

4 – min read Proactive customer success means focusing on what is going to happen next. It is about making things better, taking things further, and using your understanding …

How can customer-centric enterprises use customer data to their advantage?
Best Practices

The Best Customer-Centric Uses of Data

4 – min read Becoming customer-centric—putting the customer’s needs and interests at the center of your goals and processes—is impossible without customer data. You need customer data to track …

Create standardized, actionable steps for your Customer Success teams based on your customer journey insights.
Best Practices

How to Make the Most of Customer Journey Insights

4 – min read If you want to make your business customer-centered, you’re going to need customer data. Without it, you can’t keep track of your customers’ needs, business …

Explore the importance of communication when it comes to increasing customer lifetime value (CLV).
Best Practices

Exploring the Importance of Customer Lifetime Value

4 – min read In today’s customer-centered economy, focusing on short-term customers is an outdated business model. Instead, enterprises must nurture every customer relationship to increase retention and customer …

Follow these customer satisfaction best practices to boost retention.
Best Practices

Customer Satisfaction Best Practices You Need To Know

5 – min read When you meet a customer’s expectations, you make them happy. That’s the basic concept behind customer satisfaction. Sometimes, however, the potential value of your product …

Create a productive environment for Customer Success team, provide them with necessary customer data.
Best Practices

How to Use Customer Data: A Guide for Customer Success Teams

4 – min read As customers use your product, they generate data just by going about their daily workflow. And you would be missing out on a huge opportunity …

To thrive in this customer centered economy, you must engage customers proactively and regularly.
Best Practices

Understanding the Different Types of Customer Engagement

4 – min read The customer-centered economy has made it easier for customers to switch to a competitor if one company is not fully satisfying them. This has raised …

Customer experience vs. customer success: what's the difference?
Best Practices

Customer Experience vs Customer Success: What’s the Difference?

4 – min read Imagine you are planning to fly home for the holidays. How do you feel about the impending journey? What is your mood as you visualize …

How Customer Success and Sales work together to get and retain customers.
Best Practices

Customer Success and Sales: How They Work Together

4 – min read What’s better for your business to focus on: customer success or sales? Customer success is the practice of cultivating deep and lasting relationships with your …

Importance of Customer Success in the Modern Age
Best Practices

Why Customer Success is Important in the Modern Age

4 – min read Times are changing. The old sales idea of courting and closing a customer in a single effort and considering their value “bagged” from a one-off …

Retaining current customers ultimately leads to higher profits.
Best Practices

The Relationship Between Customer Retention and Profitability Explained

4 – min read Every business needs to be able to make and increase profits. We go to exhaustive lengths to find new ways to make our businesses more …

Nurturing the customer relationship is at the heart of a customer-centered enterprise.
Best Practices

Why You Should Focus on Nurturing the Customer Relationship

3 – min read The digital transformation of business has created a customer-centered economy where customers seek short-term commitments and value choice, flexibility, and personalized service. This has irrevocably …

Importance of focusing on current customers, high customer retention.
Best Practices

Understanding the Importance of Customer Retention

3 – min read You wouldn’t throw your money away on the street, would you? Or drop it down the garbage disposal? If you’re not working hard to retain …

Tips to improve your customers experience.
Best Practices

3 Tips for Improving the Enterprise Customer Experience

4 – min read What’s your company’s most precious asset? It’s not your inventory, your stock options, or your intellectual property. It’s your customers. Your business can’t exist without …

Knowing how to gather customer insights is critical for business success.
Best Practices

How to Gather Customer Insights with CS Software

3 – min read Customer Success (CS) software helps your enterprise understand what matters to your customers. And what matters most to your customers should matter most to you. …

Onboarding is a critical phase for customer success teams.
Best Practices

How to Onboard New Clients in the Customer-Centered Economy

5 – min read Imagine you’re a customer who’s just subscribed to a service or purchased a new product. In a perfect world, what would happen next? You’d probably …

Set the stage for the customer renewal process long before the deadline.
Best Practices

Making the Most of the Customer Renewal Process

4 – min read Renewal is a promise of future reward. In fact, an MRI study of the thought processes of loyal customers found that specific parts of the …

Customer engagement objectives help your team stay on track.
Best Practices

Customer Engagement Objectives You Should Keep in Mind

3 – min read When consumers decide which brand of product to purchase, they pick the one they have the strongest relationship with. As such, it’s critical that customer …

A customer-centric culture is needed is today's economy.
Best Practices

The Ultimate Guide to Creating a Customer-Centric Culture

4 – min read Culture is defined by actions. It is a tangible presence customers can see and feel in the way you engage them, respond to them, and …

The right customer success KPIs can reveal important insights.
Best Practices

The Most Important Customer Success KPIs You Should Be Tracking

4 – min read Customer success initiatives are critical in ensuring your product gives customers the positive outcomes they’re looking for. But how can you tell if your customer …

grow customer relationships
Best Practices

Grow Customer Relationships: Strategies for Long-Term Success

4 – min read The new customer-centered economy marks a fundamental change in the business/customer relationship. It’s no longer wise for businesses to focus the majority of their efforts …

Adoption

How to Increase Product Adoption Rates: Tips for SaaS Enterprises

4 – min read Congratulations! You’ve won a new customer and helped them learn how to use your product or service. What happens next? In a perfect world, the …

Customer health scores give you an at-a-glance picture of where your customer stands.
Best Practices

The Complete Guide to Improving Your Customer Success Health Score

4 – min read An illuminated “check engine” light is scary because it doesn’t offer any solution. There could be any number of reasons why that little beacon has …

Setting goals will help your customer success team stay on track.
Best Practices

7 Customer Success Team Goals for Your Enterprise in 2019-2020

4 – min read Realizing lifetime value from your customers is about generating lifetime value for your customers. That’s the central tenant of the customer success approach to business. …

Following these best practices will help make your onboarding process a success.
Best Practices

A Customer Onboarding Checklist for the Digital Era

4 – min read When a customer buys your product or subscribes to your service, you need to impress them—fast. Customers form opinions based on their first experiences with …

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