Guides

Tips and ideas to help you delight your customers

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.

Guides

Streamlining QBRs eGuide: How to Deliver Valuable Customer Insights

Discover key strategies you can use today in our new eBook on how to streamline Quarterly Business Reviews.

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Guides

Internal Handoffs eGuide: Key strategies to help your teams better collaborate

Our guide to transforming handoffs shows key strategies to help your teams ‘pass the baton’ more smoothly and improve retention.

Customer Success

How to Improve Your Customer Journey with a Customer Success Platform

Examples on how to improve the customer journey and leverage data with the help of a customer success platform; free ebook download.

Customer Success

The SaaS Customer Segmentation Guide for CSMs

Picture this: It’s the holiday season, and you’re faced with the delightful challenge of picking the perfect gifts …

Guides

Founder’s Cheat Sheet to SaaS Pricing Models and Strategies

Here’s the only deep dive into SaaS pricing strategies and models you’ll ever need containing examples with pros and cons for each.

Guides

Cross-selling and upselling – the ultimate guide for SaaS

When it comes to growing any business’ revenue, everybody’s got an opinion. Search online, and you’ll get a …

Customer Success

SaaS Customer Onboarding Guide: Navigating Challenges and Driving Success

The definitive guide on how customer onboarding can fundamentally influence lifetime value, and to optimize for client retention and loyalty.

Guides

2023 Quiet Quitting and Employee Satisfaction in Customer Success Study

2023 survey on the state of customer success teams with statistics and insights into challenges and difficulties faced by CS/CX staff face every day.

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.

Guides

The Role Of Data In Customer Success eGuide

Discover the role of data in customer success. How to tackle data challenges. how to resolve them, and what CS metrics you should monitor.

Guides

How to Properly Scale Customer Success Operations eGuide

Scaling customer success is not a matter of hiring more CSMs. It’s about efficiency and doing more using the same resources. Read this article to find out how.

Guides

The Outstanding Guide to Customer Success Strategy

Everything you need to know about creating your first customer success strategy – free pdf guide.

Customer Success

The Full Guide to Customer Health Scores

A comprehensive article and free PDF guide to Customer Health Scores: everything you need to know about how to set them up in one place.

Customer Success

Lowering Customer Churn – The Ultimate Guide to Stop Churn Now

The definitive guide on SaaS churn: everything we know about preventing customer churn and reducing MRR churn with examples.

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