Customer Success Resources

Looking for ideas or inspiration?
Browse through our videos, books and guides.

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Capterra

Onboarding customers when you’re managing complex B2B software can be a hassle; so we went to Peter Ord and asked for his secret recipe. In this webinar we crack the code of how good onboarding can impact NRR.

Peter Ord

Founder & CEO at GUIDEcx

More often than not we do not take the time to understand “the reason why” behind the data. We do not correlate the quantitative with the qualitative part. How can you influence a number if you do not understand its story? The story is usually given by the customer.

Anita Toth

Chief Churn Crusher

We welcome Efehan Çelik, customer success manager at UserGuiding, to debunk some of the most common user onboarding myths. This webinar yielded unique insights into user onboarding and product adoption.

Efehan Çelik

Customer Success Manager at UserGuiding

What mistakes to avoid when scaling your customer success operations? We talk with Jennifer Chiang, author of The Startup’s Guide to CS, about what it takes to grow your team from one jack-of-all-trades to tens or hundreds of people.

Jennifer Chiang

Author of The Startup's Guide to CS

What’s the role of Customer Success in a product-led, self-service scenario? As the PLG model grows in popularity across the SaaS landscape, we analyze its impact on CSMs together with Claudiu Murariu, CEO and Co-founder of InnerTrends.

Claudiu Murariu

Founder at InnerTrends

Trusted & Used by the Best CS Teams:

The big book of Churn
The big book of Churn

Usage guides

Segments Automation

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

Customer Heatlh Score Guide
Customer Heatlh Score Guide

Usage guides

Health Scores Lifecycles

Customer Health Scores and customer success are essential to one another. This free ebook will guide you through setting & using health scores in your SaaS.

Customer Success Strategy
Customer Success Strategy

Usage guides

Churn Segments Customer 360

Free pdf guide with Everything you need to know about creating your first customer success strategy. With detailed examples and insights.

How to properly scale your customer success operations
How to properly scale your customer success operations

Usage guides

Eguide

Short guide that will help you scale your customer success operations. From influencing factors to the essential steps for each growth phase.

Selling the<br> Customer Success Story Internally
Selling the
Customer Success Story Internally

Usage guides

Health Scores

While companies understand the relevance of CS, they need a data-backed argument in order to allocate proper funds. This guide helps you advocate internally for the CS department.

Churn Calculator
Churn Calculator

Saas tools

Health Scores

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

ROI calculator
ROI calculator

Saas tools

Health Scores

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

Understand your Users, Improve Retention and Create Customer Delight

830* %
Return on Investment

Calculate your organization's ROI with Custify

Calculate your ROI

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

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