Best Practices
Resources to build your customer success business
Best Practices
How to Optimize SaaS Sign Up Flow To Increase Conversions
Learn how to create your SaaS sign up flow and efficiently optimize it based on your business model in order to increase your conversion rate.
Best Practices
How to Identify and Optimize Customer Touch Points?
See how customer success tools can be extremely helpful in identifying and optimizing your customer touchpoints for SaaS businesses.
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Best Practices
6 Ways Your B2B Business Can Establish Trust with Your Prospects
Establishing trust with prospects is essential for any B2B business. Learn the best methods to adapt your marketing to boost sale opportunities and brand awareness.
Best Practices
How to Run a Gap Analysis for Customer Service & Understand Customer Satisfaction
Want to take your SaaS business to the next level? Here’s how to run a gap analysis for customer service to increase customer satisfaction.
Best Practices
SaaS Lead Nurturing – Foolproof Best Practices & How to Do It Right
SaaS lead nurturing helps drive engaging relationships with customers, depending on buyer personas. Here are some foolproof best practices to help you out.
Best Practices
10 SaaS Renewal Best Practices to Drive Subscriber Loyalty
SaaS renewals are essential to maintaining revenue levels. An easy way to drive them is by implementing dunning emails. We’ve got 9 more awesome tips and ideas inside.
Best Practices
Important Ways to Increase Brand Loyalty and Trust with Customer Engagement
Guide on the ins and outs of customer engagement and how you can develop a strategy to increase brand loyalty and trust.
Best Practices
How to Streamline Your Onboarding Process with Live Chat Software
Live chat software is an ideal solution for an effective onboarding process and to accompany your churn rate reduction strategies & drive customer success.
Best Practices
How to Engage Customers with Conversational Text Messaging
Conversational text messaging is a technique of engaging with a contact one-on-one after they replied to a brand’s message. See the benfetits and advanteges of trying it.
Best Practices
How to Thank a Customer for their Business | Tips, Tricks, & Budget-Friendly Ideas
By investing in your business, a customer has given you the responsibility and opportunity to provide excellent service. …
Best Practices
What Happens When SaaS Companies Don’t Meet Investors’ Expectations?
Investors have various areas of focus on the expectations of the SaaS (software as a service) companies they’re …
Best Practices
What’s the Difference Between Customer Loyalty and Customer Retention?
Learn the difference between customer retention and customer loyalty. Don’t just fight decline, but drive business growth.
Best Practices
From Different Grounds Up: How to Build Your Own Remote Team
Various factors, from the pandemic to the Millennial desire for a greater work-life balance, have led to businesses …
Best Practices
How a Data Science Strategy Can Help Customer Success and Support Teams
The customer success and support teams of big companies engage with thousands of customers every day. Each interaction …
Best Practices
How to Increase Brand Loyalty Through Customer Service Videos
When you think of customer service, what’s the first thing that comes to mind? It’s often a telephone …
Best Practices
11 Customer Success Manager Interview Questions Companies Ask & Why
A list of in-depth Customer Success Manager interview questions to check that your candidate understands churn, stress, upselling & everything else!
Best Practices
How To Be A Good Customer Success Manager
Advice and tips from 15 CSMs from all over the world on how to be a good Customer Success Manager.
Best Practices
How To Use Account-Based Marketing Tactics In Customer Success
How ab marketing complements Customer Success and examples of account-based marketing tactics you can use across departments.
Best Practices
8 Customer Success Best Practices From Peter Sterkenburg
Insightful interview with Peter Sterkenburg on customer success best practices he learned in his experience as a Customer Support and Customer Success representative.
Best Practices
How I Solved the Challenge of Measuring Customer Success ROI
How to face the challenges of calculating customer success ROI within the ever-changing SaaS industry with examples and guide
Best Practices
How CS leaders measure the ROI of CSMs and why many struggle
A round-up of customer success stories on how industry leaders measure ROI and best practices on calculating it individually for customer success managers.
Best Practices
Key Tips to Reduce Your B2B SaaS Startup’s Churn
New customer acquisition is extremely important for SaaS businesses at every stage of their life cycle, but particularly …
Best Practices
9 Customer Success Automation Challenges And How to Handle Them
80% of customers say the experience a company provides is as important as its products and services. Still, …
Best Practices
Shopify Onboarding Analysis: What Great Email Onboarding Looks Like
Shopify’s onboarding process should be an example for CSMs. After all, they wouldn’t have become the most popular …
Best Practices
14 CSM’s Advice to Getting Jobs in Customer Success
Jobs in customer success are trending so here are 14 top-level customer success managers with some precious advice for those who want to start a career.