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Customer Success In The Era Of Efficiency: A Deep Dive With ChurnZero, HubSpot and SaaStr

SaaStr

The landscape of customer success has been evolving rapidly. So much so that we seem to be releasing new content on customer success just about every week. Today we’re focusing on actionable insights you can use to drive down churn with customer success in today’s new era of SaaS efficiency.

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FinTech Onboarding: 13 Best Practices for Customer Success

User Pilot

With so many options out there for consumers, the FinTech onboarding process is crucial for any FinTech company looking to set itself apart. A seamless onboarding experience , thus, creates the right first impression, setting you up for success. Make the onboarding journey enjoyable by providing clear instructions and guidance.

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How to Build a Customer Success Dashboard Code-Free

User Pilot

Wondering how to build a customer success dashboard for your team? From the article, you will learn what a customer success dashboard is, why you need it, and what metrics it should include. And how to build a dashboard for your customer success team using Userpilot analytics !

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SaaS Customer Onboarding Dashboard: Definition & Examples

User Pilot

In SaaS, a customer onboarding dashboard can become a massive product analytics tool to understand and optimize the user journey. But what type of dashboards can you use to analyze your onboarding process? Let’s explore how a customer onboarding dashboard works and see different examples.

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How to Design a SaaS Metrics Dashboard Code-Free

User Pilot

Would you like to learn how to design a SaaS metrics dashboard for your team without any coding? We also explain what metrics you may want to track and how to use the insights they offer. These dashboards are often customizable so they allow businesses to focus on specific metrics relevant to their goals. SaaS Metrics Dashboard.

Metrics 87
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Customer Success and finance: 8 metrics to build closer alignment

ChurnZero

However, that’s not always the case for Customer Success (CS) teams even though they are often responsible for renewals and expansions. So said Randy Wootton , chief executive officer at Maxio and Alli Tiscornia , chief customer officer at ChurnZero in our webinar, “ Finance & CS: Charting a path to profitability.”

Finance 98
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How to set baseline SaaS onboarding metrics

ChurnZero

Onboarding sets the tone for a customer’s entire lifecycle. Every onboarding task, meeting, communication, and training must serve a single purpose—and that is to get the customer to realize value. But how do you know if your onboarding tactics are working? Onboarding metrics serve two main purposes.