Customer Success Resources

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


How do you create a solid CS strategy for the upcoming year? And most importantly, how do you stick to it? We invited Shawn Riedel to discuss how CS teams can plan for and remain successful in 2023.

Shawn Riedel

Customer Success Consultant

Will 2023 in CS be heaven or hell? We bid farewell to 2022 with an all-star discussion of the challenges, trends, and changes CS professionals should expect in 2023.

Philipp Wolf (Custify), Maranda Dziekonski (Swiftly), Peter Armaly (ESG), Daphne C. Lopes (HubSpot),

We asked Jeff Heckler to share his insights into how SaaS businesses can better align their Sales with Customer Success. Check out this webinar to learn more about how CS and Sales teams can collaborate, what KPIs they should share, and more.

Jeff Heckler

Customer Success Director at MarketSource

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


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.

The Role of Data in Customer Success
The Role of Data in Customer Success

Usage guides

Health Scores

In a SaaS you have on average 70–90% of revenue coming from retention & expansion. So why are CS teams equipped with incomplete, low-resolution data? This guide can help you fix this.

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.

Recognized leader in customer success. Loved by CS teams

G2 - Best Requirements Winter 2023
G2 - High Performer Winter 2023
G2 - Best Support Winter 2023
Users Love Us
G2 - Momentum Leader Winter 2023
G2 - Best Results Winter 2023
Crozdesk - Leader Software Awards 2022
G2 - Highest User Adoption Winter 2023
G2 - High Performer Europe Winter 2023
Crozdesk - Quality Choise 2022
Capterra - Best Value 2022
Crozdeask - Happiest Users 2022
GetApp - Leaders 2022

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