Customer Journey

Get the latest best practices on each stage of the customer journey.

  • All
  • Adoption
  • Customer Engagement
  • Customer Retention & Churn
  • Escalations
  • Onboarding
  • Renewals
All
  • All
  • Adoption
  • Customer Engagement
  • Customer Retention & Churn
  • Escalations
  • Onboarding
  • Renewals
Engaging customers during COVID in the right way can cut through the noise
Customer Engagement

Engaging Customers During COVID-19: How to Cut Through the Noise

3 – min read Customer engagement, while always a vital piece of the puzzle of success, has never been more important than it has become since the pandemic. The …

Totango CXO Series Featuring Lucid
Customer Engagement

Proactive Stakeholder Engagement – Key Strategies During Covid-19 From Lucid and Totango

2 – min read   As virtual teams and remote engagement become the norm for Customer Success teams, staying on top of customer needs and expectations is becoming more …

Speed up new user onboarding
Onboarding

4 Ways to Speed Up New SaaS Customer Onboarding

6 – min read Customer retention is critical to success in today’s customer-centric economy. Onboarding sets the stage for customer retention by beginning a positive long-term relationship between you …

Preventing customer churn during a pandemic means following thoughtful strategies.
Customer Retention & Churn

Customer Churn During a Pandemic: What SaaS Companies Need to Know

4 – min read A crisis is a time for Customer Success teams. In situations such as the current COVID-19 pandemic, your CS team can take action to prevent …

Customer Engagement

3 Communications Strategies to Use During a Crisis

3 – min read Communication during a crisis is about protecting your core asset, your customers. The digital transformation of business has shifted enterprise focus toward customer retention and …

COVID-19’s Effect on Customer Churn - What You Can Do About It in 5 Steps
Best Practices

What Is COVID-19’s Effect on Customer Churn—And What You Can Do About It in 5 Steps

4 – min read The COVID-19 pandemic increased the risk of customer churn across almost every industry. Forrester predicts that software growth as a whole will slow down to …

Think about how to improve NPS if you have scores below 7.
Customer Engagement

How to Improve NPS: 6 Best Practices for Your CS Team

5 – min read There has never been a more important time to understand what is going through your customers’ heads. The COVID-19 pandemic has created uncertainty across the …

Customer renewal strategies can help you maintain your renewal rates even in economic crisis.
Customer Retention & Churn

3 Customer Renewal Strategies that Work in Uncertain Times

5 – min read The COVID-19 pandemic may have radically altered the marketplace around us, but the fundamentals of customer renewal strategies remain the same. Customers have always based …

A good customer success crisis plan can help you maintain relationships with customers and mitigate the effects of a crisis on your employees' productivity.
Customer Retention & Churn

Revising Your Customer Success Crisis Plan

5 – min read Crises are an unfortunate fact of life. All the planning in the world cannot prevent every emergency or protect against every potential hazard. However, having …

Retain at-risk customers with a plan to reach practical goals.
Customer Retention & Churn

How to Retain At-Risk Customers When Everyone is At-Risk

4 – min read The continuing uncertainty caused by the COVID-19 challenge is likely creating anxiety among your customers, just as it may be within your own enterprise. Your …

Reduce customer churn in SaaS markets by engaging and delivering value.
Customer Retention & Churn

5 Ways to Reduce Customer Churn for SaaS in a Recession

4 – min read The continuing COVID-19 health crisis may well produce a recession that has a significant impact on the Software-as-a-Service (SaaS) industry. No one is certain how …

A SaaS churn analysis maximizes your ability to capitalize on what you can learn from customer churn.
Customer Retention & Churn

You Need a SaaS Churn Analysis ASAP. Here’s Why.

3 – min read A SaaS churn analysis is more than a quick calculation of your customer churn rate. It provides a window into the causes and effects that …

Customer retention strategies in 2020 are quickly changing and those focused on digital transformation and customer engagement will ultimately retain more customers.
Customer Retention & Churn

The Best Customer Retention Strategies in B2B for 2020

4 – min read Digital transformation is something many companies have been talking about for years. With recent events, COVID-19 has actually helped to lead the charge in digital …

Effective customer retention software will gather customer information and create actionable, results-driven goals.
Customer Retention & Churn

Is Customer Retention Management Software Worth It?

4 – min read Customers are the building blocks of enterprise. Retain them over the long haul and they’ll provide the stability and dependable revenue that forms the launchpad …

The best customer retention strategies arm you for any situation.
Customer Retention & Churn

Customer Retention Strategies That Work in Uncertain Times

4 – min read Change is one of the few constants in life, especially in business. Enterprises that are able to adapt to change will be able to withstand …

Effective customer retention strategies to ensure the success of your client and your business.
Customer Retention & Churn

6 SaaS Customer Retention Best Practices

5 – min read In customer retention, every engagement counts. There is no final effort in the days and weeks leading up to an anniversary that can overcome a …

The first step to fixing a high churn rate is to learn its causes and how to address them.
Customer Retention & Churn

How to Fix a High Churn Rate

4 – min read Attracting new customers is always cause for celebration, but in today’s customer-centric economy, it is not enough to bring in fresh faces. You need to …

customer centric enterprise

Create a Strong Customer Engagement Strategy

3 – min read We all want to believe that we have a strong relationship with our customers. However, the truth is that we’re only as important to them …