Best Practices

ideas and best practice methodologies.

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.

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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

Customer success and support teams at large enterprises must 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

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

15 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.

Best Practices

A New Way To Look At Customer Interactions

When to have a meeting, when to send a message, and when to automate The success rate on …

Best Practices

Create A Standout Customer Experience With Better SaaS Onboarding

After your sales and marketing team have done their jobs, you come to the first step of customer …

Best Practices

How Email Automation Can Drive Your Customer Success Program

“Automation” has been one of the hottest terms in marketing over the past decade or so. Especially in …

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