Customer Success Resources

Webinars Podcasts Ebooks Eguides Customer Testimonials

Webinars

Discover proven strategies from CS leaders Angeline Gavino and Neha Singh (Principal CSM at Adobe). Learn how to navigate resource constraints, harness data insights to drive tough decisions, and build resilient, high-performing teams that thrive when standard playbooks fall short.

Angeline Gavino (CS Coach at CS RevSpeak) Neha Singh (Principal CSM at Adobe)

Discover proven strategies from top CS experts Mikael Blaisdell and Ed Powers: learn how to balance capacity planning, optimize resource allocation, and drive scalable customer success operations through data-driven, AI-powered methods. Uncover actionable tactics to align CS with business goals and ensure sustainable growth.

Mikael Blaisdell (Executive Director at the Customer Success Association) Ed Powers (Principal Consultant at Service Excellence Partners)

Discover proven strategies from CS leaders Sara Arreco, Christopher Warren Gash, and Porter William: learn how to lead effective customer journey mapping initiatives, implement scalable digital CS approaches, and drive strategic expansion through automated and CS-led methods for 2025 and beyond.

Sara Arreco, (Head of CS at Antavo) Christopher Warren Gash (VP of CS at Sympa) Porter William (VP of CS at BrightHire)

Gain expert insights from customer success leaders Amy Newbury and Cristina Moise: learn how to tackle the biggest challenges in preparing for customer meetings, prioritize key elements when time is tight, involve the right stakeholders, engage hard-to-reach decision-makers, and handle customers who don’t follow CS advice or skip meetings.

Amy Newbury (Head of CS at Kleene) Cristina Moise (CS Lead at SmartDreamers)

In Part II of our webinar, join CS experts De’Edra Williams and Saahil Karkera as they delve deeper into proving the revenue-driven value of CS. Learn how to demonstrate value on a limited budget, build a business case, motivate your team, and communicate ROI effectively.

De’Edra Williams (EdTech SVP & Advisor for Women in CS) Saahil Karkera (VP Customer Success at Oaky)

Discover actionable insights from CS experts De’Edra Williams and Saahil Karkera. Learn how to identify crucial data points, enhance CS and Sales collaboration, align metrics with business goals, and leverage AI for smarter data aggregation.

De’Edra Williams (EdTech SVP & Advisor for Women in CS) Saahil Karkera (VP Customer Success at Oaky)

Trusted & Used by the Best CS Teams:

Podcasts

Jeroen Kuiper shares insights on building purpose-driven CS strategies and balancing growth with personalization. Learn about cohort-based onboarding and creating sustainable impact through customer partnerships.

Jeroen Kuiper

Director of Customer Success at OpenUp.

Grant Dutton shares insights on transforming CS from reactive support to proactive value creation through team alignment and clear processes. Learn about building trust across departments, establishing consistent customer interactions, and driving retention through strategic engagement.

Grant Dutton

VP of Customer Success at Submittable

Porter Williams shares insights on evolving CS team structures and delivering measurable customer value through scalable systems. Learn about adapting playbooks to organizational goals, implementing effective processes, and balancing team efficiency with sustainable growth.

Porter Williams

VP of Customer Success at BrightHire

Aaron Spence shares insights on building scalable CS operations through well-defined systems and strategic team development. Learn about balancing growth with customer experience and creating sustainable success through people-first leadership.

Aaron Spence

Head of Customer Success at NoFraud

Bettina Berger shares strategies for managing CS teams during economic downturns and balancing hybrid work environments. Learn about aligning teams effectively and maintaining customer engagement through automation and purposeful collaboration.

Bettina Berger

Head of Customer Success at TalentAdore

Christopher Warren-Gash shares insights on transitioning from B2C to B2B success, managing churn risk, and driving sustainable revenue through customer-centric strategies. Learn about developing industry-specific approaches and proving ROI across different sectors.

Christopher Warren-Gash

VP of Customer Success at Sympa

Philipp Wolf - Founder & CEO, Custify

Your success is our mission. Our resource library is designed to empower you and the broader customer success community.

Churn Calculator

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Do you need a simple way to calculate your Churn Rate projection? Use the SaaS churn calculator and understand your current situation.

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ROI calculator

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What’s customer success worth? This calculator simulates the potential return on investment your business could realize by implementing a CS software.

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*Based on a 12-month sample of active Custify clients and factoring in new revenue, saved cost and saved churn.

Recognized leader in customer success. Loved by CS teams

SelectSoft - Top Customer Success Software 2023

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What Customers Say About Our Customer Success Platform

From growing SaaS businesses to large enterprises, Custify's customer success management platform helps teams around the world.

Custify helps us to identify upsell opportunities and churn risks very quickly. We now have better retention and a higher customer lifetime value. If you’re looking for a CS tool, this is an easy decision.

Custify helps our success team to strategically manage our customers' life cycle. We can now instantly identify churn risks and use a data driven approach to onboarding, product adoption and health scoring. Custify is a no brainer for subscription businesses.

We saw ourselves reflected in Custify. Two small companies trying to really disrupt an industry and try to do something different. We were just excited to work with a company like that.

Custify helped us integrate their customer success management solution within weeks. We've gained a 360 degree view of our clients & it has allowed us to improve our customer focus and further refine our CS strategy. Their solution is scalable, easy to deploy and very user friendly.

If you're going to integrate a brand new tool into your day-to-day operations, you want to make sure that the people behind the tool are the ones with whom you see yourself doing business for a number of years. We felt safe investing in Custify because we know that they care about the product and its functionality & performance.

We've watched NRR grow steadily a lot over the past year, as we've doubled down on our customer usage, without increasing headcount. 90% of what we built is either an automated sort of email connection or automated task reminders.

Our SaaS is quite complex and offers multiple integrated solutions. Even in this scenario, Custify has proven to be a great tool. Our CSMs get a holistic 360 view of each customer and their interactions. On top of this, their support exceeded all our expectations.

Since using Custify we could manage more customers per CSM and we could identify customers that needed our attention. It allowed us to be more proactive on a daily basis and automate manual tasks. The process became really streamlined and it helped us become better for our customers.

Custify freed up more time for our team to focus on the parts of the job that they enjoy and remove the manual tasks and the things that they don't particularly like doing quite as much.

We use Custify to reduce unwanted customer churn. The setup was fast and easy for our tech team. Now our Customer Success Team can't live without Custify anymore.

We feared that the integration would wind up taking a lot of developer time, but we finished in less than half a day thanks to Custify’s concierge onboarding.

The most important aspect of working with Custify is that they are very keen to hear and act on customer feedback. Dialogue is key - new product releases often have features that are useful to us. Their CSMs, proactively reach out once feedback that was important for us, has been implemented.

Custify's easy integration and native compatibility with platforms like Intercom and Hubspot streamlined our data centralization. Segmenting customers for targeted automated communications has been a game-changer.

Custify transformed our approach, consolidating information from scattered sheets to one efficient hub with insightful dashboards and dynamic health scores. Thanks to its integration capabilities, our team is now faster, more productive, and closely connected with our clients.

Custify’s standout features, the flexible calculated metrics and the visual playbook builder, enable our data-driven company to extract meaningful insights from our customer data. It provides a comprehensive view of our Customer Success impact, from broad overviews to detailed individual customer analyses. With real-time notifications on upsell opportunities and actionable insights for both our Sales and Product teams, Custify is an essential tool for informed decision-making.
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Utilizing Custify, we've seen a significant increase in tool adoption, underscoring the value of health scores. The ability to instantly assess a company's performance and track user engagement trends has greatly empowered our customer success team. This has shifted their focus towards enhancing customer experiences, leading to higher engagement and referrals. Essentially, health scores have been pivotal in our strategy to understand and support our customers more effectively.
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Since integrating Custify, we've consistently exceeded our core KPIs, improved our retention rate and boosted our upsell revenue by 25 to 35% monthly. Coming into this role after Custify was onboarded, I've seen firsthand how much easier it is to manage these critical metrics. It’s a game changer that supports my growth as a customer success manager, allowing me to focus effectively on our clients and drive our company’s success forward.
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Before Custify, I juggled multiple platforms and tasks, struggling to keep track of everything. Now, everything is centralized, and I can focus on our customers without getting lost in mundane work. We've become more efficient, and our ability to engage and support our customers has greatly improved.

Without Custify, we would be completely blind-sided. It has brought all our customer data into one platform and automated key processes, allowing us to focus on what really matters—driving customer success. Thanks to the real-time alerts and insights, we increased our expansion MRR by 43% and reduced churn significantly. The time savings alone have been invaluable for our lean team.
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When we started with Custify, we had been using another platform that was too complex and required a lot of technical effort to maintain.Custify made everything simpler—centralizing our data, improving our NPS by 20%, and automating workflows, which saved us about 15 hours each month. With Custify it’s easy to streamline your processes and focus more on customers.
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Custify has been a game-changer for us. Before, we were duct-taping solutions together, but now, with real-time insights and a holistic approach to customer data, we've significantly boosted customer satisfaction and made well-informed, data-driven decisions. This shift to proactive management has helped us reduce churn and better support our customers' success.
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Customer Success Resources

Webinars

Trusted & Used by the Best CS Teams:

Podcasts

Your success is our mission. Our resource library is designed to empower you and the broader customer success community.

Let's grow together.

Ebooks

The big book of Churn

Customer Heatlh Score Guide

Customer Success Strategy

How to properly scale your customer success operations

Selling the
Customer Success Story Internally

The Role of Data in Customer Success

How to Improve Your Customer Journey with a CSP

The Internal Handoffs eGuide

Streamlining the QBRs eGuide

The CS Customer Communication Guide

Automation in CS eGuide

Enhancing CS Through Data eGuide

Personalizing CX eGuide