The Custify Blog

Resources to build your customer success team & strategy.

Best Practices

How to Use AI Note-Taking to Improve Customer Success Team Meetings

Customer success teams have a lot to think about in terms of prioritizing customers’ needs and goals. If …

Best Practices

What Is Account Mining & Its Best Practices

Statistics show that the probability of selling to a new customer (5% to 20%) is much less than …

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Webinars

Starting the Year in Customer Success: What Most Teams Forget | Webinar

The new year comes with challenges, plans, and changes. In this webinar, we’ve discussed with Shawn Riedel, a …

Best Practices

Best Email Marketing Strategies for SaaS in 2023

Are you overwhelmed with the marketing trends and techniques you need to adopt as a SaaS business marketer? …

Customer Success

The Secret to Efficient EBRs for SaaS and Customer Success

The question of executive business reviews brings up an interesting debate: are EBRs even necessary? What about QBRs? …

Customer Success

Customer Success Predictions for 2023

In our 2022 Customer Success Year in Review article, we explored a few CS trends that will emerge …

Tools

10 Best Email Marketing Tools for SaaS in 2023 [Free & Paid]

Scouring the internet to find the best way to allure leads and convert them into your SaaS customers? …

Best Practices

What is Social Proof and How to Apply It in B2B SaaS

Have you ever purchased a product because a friend recommended it to you? If your answer is yes …

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Best Practices

All You Need to Know About SaaS Sales Forecasting

SaaS sales forecasting is a key part of financial planning and analysis for SaaS enterprises. Sales forecasts are …

Customer Success

Customer success events and conferences for CS professionals in 2023

2023 is here and it comes with new opportunities and challenges. Last year was the first year since …

Customer Success

Aligning with Customer Success – Promoting Cross-Departmental Collaboration

Unaligned goals and KPIs have been a challenge of customer success teams since day one. Sadly, even today …

Best Practices

Customer Experience and Customer Service Trends Worth Trying in 2023

More than 72% of businesses claim that improving customer experience (CX) is their #1 priority today. Are you …

Customer Success

2022 Customer Success Year in Review – News, Resources & Trends

Depending on who you ask, 2022 has not exactly been a walk in the park for the SaaS …

Webinars

2023 in CS: Heaven or Hell | Webinar

What to expect in 2023 from customer success? Is this ever-changing industry going to be “heaven or hell”? …

Tools

Top 11 UX Tools for SaaS Design Teams in 2023

Having a good kit of UX tools at hand is essential for any modern SaaS team in order …

Guides

How to Get Stakeholder Buy-in for Customer Success Initiatives eGuide

To implement customer success effectively, getting stakeholder buy-in is a must. In this free PDF guide we address the most common objections CS leaders face.

Best Practices

8 Challenges in Customer Retention and How to Overcome Them

While getting new customers is important, nurturing the existing ones is the foundation of building a successful business …

Best Practices

How Storytelling Can Renew Your B2B Marketing Strategy

If you want your B2B company to succeed, then a well-executed marketing strategy is essential. However, many businesses …

Best Practices

What is a Knowledge Base and How to Choose the Best Tool

Whether you’re a small business seeking greater organization or an enterprise-level company looking to simplify the customer support …

Best Practices

7 Website Design Principles that Help Ensure Customer Experience and Success

Getting your website design right is important. If your company’s SaaS website design follows the main laws of …

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