The Custify Blog

Resources to build your customer success team & strategy.

SaaS Metrics

Top 10 Workflow Automation Tools

Companies invest heavily in recruiting, onboarding, and retaining top talent. In fact, according to an SHRM report, the …

Customer Success

Why Is Customer Success Important to You? CS Leaders Answer

We live in an age where the importance of customer success and its vital role within an organization …

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Tools

Best Free and Paid Customer Success Tools Every CSM Should Use

Customer success managers have a lot of responsibilities. According to a recent study, 48% of CSMs surveyed said …

Customer Success

How an Upskilling Strategy Can Level Up Your CSMs

There’s no need to beat around the bush – SaaS is changing. We’re seeing it all around us. …

Best Practices

Winning the Customer Game: How Sales Intelligence Boosts Conversions

If you’re like most customer-facing companies, you’ll feel like you spend most of your time thinking about how …

Tools

Top Project Management Tools for SaaS Teams

Missed communications, crossed wires, lost documents, deadline pushbacks – the threats of a mismanaged project lurk around every …

Webinars and Podcasts

Navigating the Goodbyes: Tactical steps for handling post churn | Webinar

It’s essential to have a process ready for when a client decides to leave. Our webinar will provide strategies to manage churned customers, ensuring a smooth transition and leaving the door open.

Guides

Improving Customer Communication for CS Eguide

Enhance your CS team’s customer communication. Discover strategies to boost engagement and reduce churn using a CSP in our free eBook.

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Customer Success

CSM Ratio: One-to-Many vs One-to-One vs Many-to-One vs Many-to-Many

If you’ve ever been at a loss when deciding how many accounts to assign per CSM or vice-versa, …

Tools

Best user onboarding tools for 2024

It’s important to make a good first impression and for the SaaS customer journey, the onboarding process is …

Customer Success

How to Build a Churn Prediction Model that Works

Our lives in customer success are in a constant state of guesstimating our customers’ sentiment as to our …

Tools

Email Marketing Tools And Tips To Avoid The Spam Folder

Email marketing is crucial for client success. It directly bolsters business by enhancing client relations. However, there’s a …

Customer Success

CSP: The Catalyst for Customer Success in SaaS

Amidst the chaos of Google Sheets reports and CRM clutter, lies the catalyst for customer success in your …

Webinars and Podcasts

Mastering CS – Candid Leader Insights – Ep 15 – Keishla Ceaser-Jones

In our new episode of the Mastering CS – Candid Leader Insights podcast, Irina Cismas, Custify’s Head of …

Customer Success

Customer Success Uncovered 2024 (CSM Insights Report)

Get the inside scoop on what CSMs really think about their jobs, salaries, and career prospects, as well as the current state of the customer success industry.

Webinars and Podcasts

Mastering CS – Candid Leader Insights – Ep 14 – Gillian Taylor

In our new episode of the Mastering CS – Candid Leader Insights podcast, Irina Cismas, Custify’s Head of …

SaaS Metrics

Best Marketing Data Platforms

Data is everything. It helps businesses understand customers and tailor products and marketing to them. The problem is …

Customer Success

Top 14 Customer Success Events and Conferences to Join in 2024

The first month of 2024 is already gone! Have you decided which customer success events and conferences you …

Webinars and Podcasts

Mastering CS – Canding Leader Insights – Ep 13 – Matt Kelso

In our new episode of the Mastering CS – Candid Leader Insights podcast, Irina Cismas, Custify’s Head of …

Webinars and Podcasts

Laying the foundation: Masterful onboarding techniques in CS | Webinar

Custify’s first webinar episode of 2024 brought together two Customer Success experts, Hannah Dean, Senior CS Manager NEMEA …

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