Get the latest best practices on everything customer success.

customer success workflows, artificial intelligence
Customer Success

Artificial Intelligence in Customer Success: Emergence and Outlook

4 – min read Artificial intelligence in customer success is no longer an innovation but an established best practice. AI has changed the way customer success is defined, placing …

bi is the data cs is the brain
Customer Success

Why BI Software is Simply Not Enough for Customer Success Teams

4 – min read Have you ever tried to recreate a meal you had at a restaurant? You went to the store, purchased the ingredients, and then came home …

5 best practices for hiring a csm
Customer Success

5 Best Practices for Hiring a Customer Success Manager

4 – min read Following best practices for hiring a customer success manager can make a critical difference in the quality of your customer relationships. Customer success managers serve …

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customer success team structure example
Customer Success

How to Structure your Customer Success Team

4 – min read What makes a sports team successful? Excellent athletes who work together on both offense and defense to win the game. A good pitcher alone won’t …

5 tips for building customer success team
Customer Success

5 Tips for Building a World-Class Customer Success Team

5 – min read The COVID-19 pandemic created a new sense of urgency around protecting and nurturing customers by highlighting the fact that customers truly are the core of …

the role of chief customer officer cco
Customer Success

The Role of a Chief Customer Officer

4 – min read The role of a Chief Customer Officer (CCO) is a fairly new addition to the C-suite, but it has been on the rise over the …

understanding customer centered growth strategy
Customer Success

Understanding Customer Success: Growth Driven by the Customer-Centered Economy

4 – min read Strategy for customer success growth has changed as commerce has gone digital and big data has made marketing and sales customer-centric. In the old days, growing …

customer segmentation best practices
Customer Success

What Is Customer Segmentation? Definitions, Uses and Success Tips

5 – min read What is customer segmentation? It’s a key principle for doing business in a digital environment, but many companies don’t apply it effectively. Here we’ll discuss …

csm evaluation scorecard
Customer Success

Find the Right Customer Success Platform with our Scorecard Template

4 – min read If you’ve purchased a home in recent years (or if you’re just someone who enjoys real estate “window shopping”), it’s likely you’ve used a tool …

Totango Wisr Webinar QA Blog
Customer Success

Customer Q&A with Christine Knific of Wisr

4 – min read During the live presentation of the Steps to Scale Your Customer Success Operations Overnight webinar,  Wisr’s VP of Customer Success Christine Knific answered several questions …

Scale CS Ops
Customer Success

How to Scale Customer Success Operations

2 – min read If you were presented with the opportunity to double or triple the size of your business virtually overnight, what would you say? For most people, …

Covid anniversary
Customer Success

Digital Customer Success vs COVID – One Year Anniversary Recap

3 – min read March marks the official one-year anniversary of the COVID-19 pandemic. Can you believe it has been a year? As the world entered “lock-down” this time …

essentials for selecting a customer success platform
Business Continuity

6 Essentials When Selecting Customer Success Tools

4 – min read Customer success tools can help you increase your revenue by promoting client satisfaction and retention. To get the results you want, it’s important to invest some …

CRMs and Customer Success Platforms, Supercharge your Tech Stack
Customer Success

Supercharging Your Tech Stack: The Relationship Between Your Customer Success Platform and CRM

3 – min read This is the first in the blog series “Supercharging your Tech Stack with Totango”. In this series, we will discuss a different integration that Totango …

Totango Build the Business Case for Customer Success
Customer Success

How to Build the Business Case for Customer Success

5 – min read Our increasingly customer-centric economy has established Customer Success as critical to every business’s overall strategy. Any CS team member knows that happy customers make for …

Customer Success Plans
Customer Success

Customer Success Plans Promote Client Satisfaction

4 – min read Customer success plans provide you with a powerful tool to help clients achieve their goals. With your product, they feel more satisfied with your brand, …

Totango Playbook
Customer Success

Playbooks for Customer Success Promote Satisfied Clients

4 – min read When your product directly helps your customers achieve their goals, your brand wins their loyalty. Playbooks for customer success managers help drive processes that promote winning client …

New Trends in Customer Success 2020
Customer Success

New Trends in Customer Success You Need to Know About in 2021

4 – min read Keeping up with new trends in customer success can help you promote repeat business and prevent customer churn. Here are four of the latest trends …

Why Customer Success is Important
Customer Success

Why Customer Success Is So Important and How to Promote It

5 – min read Customer success is the key to building strong customer relationships. When your brand helps your customers succeed at their goals, they want to continue your …

Customer Success Target
Customer Success

Customer Success Team Accountability Gets You Closer to Your Goals

3 – min read Customer Success team accountability isn’t something you just worry about figuring out later once your CS team is up and running. As a manager, when …

Totango 2020 State of Customer Success and Salary Survey
Customer Success

Customer Success Salary Report for 2020: What Factors Impact the Bottom Line?

5 – min read Across the globe, 2020 has proven to be an incredibly transformative year, with the global pandemic changing how we work and interact with one another …

What is customer 360
Customer Success

What is Customer 360 and How Does it Affect Customer Success?

4 – min read Today’s consumers have higher expectations for the companies they work with than ever before. The digital business landscape has made it so competitors can easily …

Man holding lightbulb
Customer Success

How Customer Success Technology Tackles the Top CS Challenges

6 – min read Ongoing market volatility created by the COVID-19 pandemic has placed a greater emphasis on the revenue potential of existing customers. A decline in new business …

Create a customer success plan
Customer Success

Why a Customer Success Plan Is the Best Thing You Can Do for Your Customer Relationship

4 – min read A key component of creating customer success is working with your customer to identify and organize mutual goals into a standardized customer success plan. Outcome …

Customer success vs. customer support: what is the difference
Customer Success

Customer Success vs. Customer Support: What Are the Differences?

4 – min read Customer success vs. customer support: although these two terms appear similar, they actually refer to two different, yet complementary, functions within a company. Fulfilling a …

Customer success at scale
Customer Success

Customer Success at Scale: Using CS Automation to Do More With Less

3 – min read In today’s digital landscape, the constant evolution of technology continually changes the way we communicate and do business with each other. This especially extends to …

Tracking metrics is a great way to improve your customer success efforts.
Customer Success

The Most Important Customer Success Metrics to Track and How to Improve Them

5 – min read Customer success metrics should always lead to action. The most important metrics are used to reveal the kind of customer experience you are delivering. This …

Why tech-touch customer success solutions are a win-win
Customer Success

Top 5 Reasons Tech-Touch Customer Success Solutions Are a Win-Win

5 – min read You can deliver more value in one targeted message than you can in an entire afternoon of aimless conversation. That is the idea behind tech-touch …

What is Customer Success?
Customer Success

What Is Customer Success?

5 – min read An enterprise cannot survive without satisfied customers to support it. This has always been true, but never has it been more true than in the …

Low-touch vs high-touch customer success models
Customer Success

Low-Touch Vs. High-Touch Customer Success Models

4 – min read There is an old test that young journalists use to measure the power of their writing. A person who reads your story should be able …

Define customer success
Customer Success

How Should You Define Customer Success?

5 – min read In customer success, your customers define their own victories. No one-size-fits-all finish line exists that clients must strive to cross, and there is no Harvard …

Customer success automation saves your team time
Customer Success

5 Ways Customer Success Automation Can Maximize Your CS Team’s Time

5 – min read The challenge of the digital marketplace is to make every customer feel like they are your only customer. Thankfully, the same advances that helped build …

The best B2B client expansion strategy.
Customer Success

The Best B2B Client Expansion Strategy

5 – min read Client expansion is the bird-in-the-hand approach to B2B enterprise growth. Just as the proverb implies, there is a lot of potential in the assets you …

QA with SevenRooms VP of Customer Success, Ilana Brown
Customer Success

How SevenRooms Pivoted To Help Support The Hospitality Industry

3 – min read Our CXO Series is a space for leaders across a variety of industries to discuss current challenges and share innovative solutions to drive customer success. …

Customer Success

Zoom, Bentley Systems and Totango: Top Takeaways from Customer Success Summit

3 – min read This week Totango hosted our virtual Customer Success Summit: CXO Connect for executives and leaders of Customer Success. We were fortunate to have David McKenney, …

customer success analytics
Customer Success

How to Use Customer Success Analytics to Your Advantage

4 – min read Using customer data to illuminate the road ahead is always going to be far more effective than winging it or blindly assuming that what has …

Customer Success vs Customer Service
Customer Success

Customer Success vs. Customer Service: How They Work Together

4 – min read A successful organization operates in much the same way as a prestigious orchestra. Both are made up of individuals with a specialization—say, playing the clarinet …

Many of the dominant themes for the coming year and decade address the need to better align enterprise actions with customer goals.
Customer Success

The Top 7 Customer Success Trends for 2020

4 – min read As the digitization of the marketplace reaches near-saturation, organizations will compete for customers based on value derived—and this will be driven by customer success. Flexible …

customer success adoption plan
Customer Success

How to Create a Customer Success Adoption Plan

4 – min read Adoption is a stage in a journey, not a point in time. It is the process of continuing to derive ever-more value from your products and services. This experience of value is critical to the health of your customer relationship, so you need a customer success adoption plan.

customer success factors
Customer Success

The Top Customer Success Factors to Help You Create an Enterprise-Wide Strategy

4 – min read The rise of the recurring revenue business model has placed the customer in control of their business partnerships. Customer value is now achieved over repeated cycles of renewal…

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