The Custify Blog

Resources to build your customer success team & strategy.

Features

Announcing The Slack and Custify Integration

If your company uses the popular workplace collaboration tool Slack, you’re in luck. Custify can now natively connect … Continued

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, … Continued

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 … Continued

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.

Customer Success Articles

Crisis Customer Engagement Plan And Playbooks

The recent crisis is disrupting businesses all around the world. Unless you’re providing a service that’s indispensable (like … Continued

Customer Success Articles

CS In Time Of Crisis – How to React & What to Do

Right now, we’re facing a truly unprecedented situation. The Coronavirus outbreak is affecting all of our lives, families, … Continued

SaaS Metrics

Customer Success Metrics You Should Track

Update: We have an newer version of this customer success metrics article here, which includes recently-trending CS metrics … Continued

SaaS Metrics

Announcing Our Hubspot And Custify Integration

We are excited to announce that Custify is now fully integrated with Hubspot. Our 2-way-integration allows users of … Continued

Customer Success Articles

20 Customer Success Courses & Certifications Every CS Manager Needs in 2026

Whether you’re planning to start a new career in customer success or upgrade the skills and knowledge you already … Continued

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 … Continued

Customer Success Articles

9 SaaS Customer Success Experts Reveal Their Best Advice

If you’re like many SaaS Customer Success professionals we know, you’re probably deep in 2020 planning. You have a lot … Continued

Customer Success Articles

Want A Better Customer Experience – Align Customer Success And Marketing

Most software-as-a-service (SaaS) companies implement customer success programs to reduce churn. But there’s a reason that McKinsey calls customer … Continued

Customer Success Articles

How To Start A Great Customer Success Program In 90 Days

Have you been charged with creating a customer success process at your company? Maybe you’re the first customer … Continued

Customer Success Articles

Customer Success Vs. Customer Experience — Is There A Difference

If you’ve spent any time reading about customer success (CS), you’ve probably noticed that it emphasizes crafting positive … Continued

Customer Success Articles

7 Ways SaaS Companies Can Increase Conversion Rates

Starting your SaaS was a daunting task, but the journey doesn’t end there. You’ve no doubt worked diligently … Continued

Customer Success Articles

The Importance Of Customer Success Documentation

Have you ever read a piece of professional documentation and thought, “Wow, that was very helpful and well … Continued

Customer Success Articles

How To Hire A Customer Success Manager The Right Way

Customer success managers improve the customer experience (CX) of any business. It’s probably the most essential part of … Continued

Features

Announcing The Segment And Custify Integration

We are excited to announce that Custify is now integrated with Segment. This opens up several possibilities to … Continued

Customer Success Articles

How To Set Up Your CRM For Customer Success

Of all software your company uses, your customer relationship management (CRM) solution might be the most important one … Continued

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 … Continued

Notice:

Notice: This website or its third-party tools use cookies, which are necessary to its functioning and required to achieve the purposes illustrated in the privacy policy. If you want to know more or withdraw your consent to all or some of the cookies, please refer to the privacy policy. By closing this banner, scrolling this page, clicking a link or continuing to browse otherwise, you agree to the use of cookies.

Ok