Valuize Consulting

DECEMBER 17, 2024

Defining the right Customer Success Manager (CSM)-to-account ratio is a nuanced challenge. This applies to any customer success focused role assigned a portfolio of accounts. Getting it wrong impacts your Net Revenue Retention (NRR) performance, customer experience, and operational efficiency.

Technical Review 52

Technical Review Systems Review Headcount Scale 52

User Pilot

JANUARY 11, 2024

Once you’ve got all the data you need, you’ll also need to perform KYC (know your customer) verification to achieve regulatory compliance. The customer understands the importance of KYC and is ready to proceed. Finally, Mercury requests more data to learn more about the company.

Onboarding 105

Onboarding Payment Services Customer Success Payment Solutions 105

FastSpring

APRIL 9, 2025

FastSpring Senior Director of Tax Rachel Harding contributed to this article. Read a customer success story that utilized Rachel’s extensive tax expertise here. When we ask our customers, Why did you choose a merchant of record (MoR) over a traditional PSP?, ” But tax is far from a static topic.

Merchant Services 98

Merchant Services Payment Services SaaS Payments Payment Solutions 98

Frontegg

JUNE 9, 2025

In this article: Benefits of AaaS AaaS offers organizations a cloud-based solution to handle their authentication needs. Simplified compliance : AaaS sometimes includes tools to meet regulatory requirements like GDPR, CCPA, HIPAA, data residency, SOC2, or the products might be certified compliant themselves.

Outsourcing Services 52

Outsourcing Services Technical Review Outsourced Development Cybersecurity 52

FastSpring

JANUARY 29, 2021

Some of the updates to our platform include faster seller onboarding, support for more languages, and a play-by-play rundown of how we’ve made PSD2 compliance effortless for our sellers. Made PSD2 Compliance Easy for Global Sellers. Check out our support article for more information on Storefronts.

Merchant Services 78

Merchant Services Payment Services Payment Methods compliance 78

Intercom, Inc.

JANUARY 5, 2022

In today’s data-driven SaaS scene, these can affect hundreds of millions of users and cause damage in the billions of dollars, and as compliance frameworks become requirements to do business, businesses are turning to third-party services that can help expedite and facilitate the process. SOC 2 compliance: A Beginner’s Guide.

Scale 211

Scale Software Review compliance Technical Review 211

User Pilot

OCTOBER 20, 2024

This is every product manager’s nightmare – an onboarding failure that cripples customer retention. In this article, we explore the art and science of onboarding automation , and how it can turn that initial spark of interest into a roaring flame of engagement. What is customer onboarding? Data security and compliance.

Onboarding 105

Onboarding Underperforming Technical Team Transportation Scale 105

Sales Hacker

OCTOBER 2, 2020

A Sales Engagement platform is a technology platform that brings sales (and often customer success) activities under a single roof, allowing sales professionals to efficiently and effectively focus on selling. Conversational intelligence, forecasting, customer success and more will all ultimately live in one tool.

Scale 138

Scale Engagement Sales Sales Enablement 138

Valuize Consulting

APRIL 4, 2025

Customer Success isnt just a departmentits the engine of sustainable growth. Were experts at innovation and market disruption, but are we truly harnessing the full potential of our Customer Success (CS) operations? Understanding how Customer Success Managers (CSMs) spend their time is no longer a luxuryits a necessity.

Scaling 52

Scaling Data Healthcare Cost optimization & reporting 52

Valuize Consulting

NOVEMBER 19, 2024

Predictive analytics is one such strategy, unlocking powerful insights into customer intent and redefining the way organizations approach customer success. Key Advantages of Predictive Analytics for B2B Customer Success 1. These models become more precise over time as new data informs and enhances them.

B2B 52

B2B Artificial Intelligence Machine Learning Outsourced Development 52

ChurnZero

JANUARY 3, 2020

Lessons Learned about Building Remote Customer Success Teams from 4 Years on the Job. Author: Ingmar Zahorsky , VP of Customer Success, ChartMogul. ChartMogul hasn’t always been a remote company, but the customer success team started with remote in mind. Jumpstart customer success with great self-help tools.

Customer Success 64

Customer Success Sales Hiring Scale Onboarding 64

ChurnZero

NOVEMBER 5, 2021

7-Point Audit Checklist for Customer Success Software. You purchased your Customer Success software with expectations of how it would perform and how your team would use it. Auditing your Customer Success software helps you identify inefficiencies and quality improvements in your requirements, data, and processes.

Software Review 52

Software Review Customer Success Software Technical Review 52

Valuize Consulting

JULY 15, 2021

Connecting Customer Success Strategy With Technology. At their core, they are responsible for maximizing the value of product releases but their responsibilities can have them acting as a business strategist, product designer, customer liaison, and project manager, all rolled into one. Q: What was your first job?

Technology 52

Technology Customer Success Interviewing Scale 52

User Pilot

SEPTEMBER 4, 2024

A robust business process design enhances efficiency, reduces overheads, increases project success rates, and facilitates innovation. From the article, you will discover the principles of effective process design and learn how to design streamlined processes for your product , marketing, customer success, sales, and design teams.

Business 105

Business Scale Customer Support compliance 105

User Pilot

MARCH 21, 2023

That’s what we try to figure out in this article. It offers advanced security and compliance features and priority support. Is Mixpanel pricing competitive enough to make it a viable analytics tool for SaaS companies? We look at its pricing structure, what’s included in each plan, and its strengths and weaknesses.

Pricing 98

Pricing Software Review compliance Retention 98

Sales Hacker

AUGUST 8, 2018

Meanwhile, author and CRM analyst Paul Greenberg listed 10 CRM Trends for 2018 in an article he wrote for ZDNet. For Greenberg, the highly empowered and socially connected customer has forever changed the landscape of business. The security-related capabilities of Blockchain may yet find application in protecting customer data.

Artificial Intelligence 99

Artificial Intelligence Blockchain Machine Learning AI 99

SaaStr

JULY 2, 2019

The blog there, in its earliest days, I would say we were producing maybe a couple articles in a single week. Over time, it was a couple articles a day. The sales organization, and the customer success, the CSMs, and professional services team makes up a meaningful percentage of the overall company at Slack right now.

Enterprise 159

Enterprise Scale Sales Hiring SMB 159

User Pilot

SEPTEMBER 4, 2023

When Justin Peticolas, the Manager of Implementation and Onboarding at Groupize,the modern meetings management platform unifying travel, spend, and compliance, learned his then-existing onboarding solution is shutting down, he had 6 days to find and implement a new user onboarding tool before their next big launch. We used to have G.G.

Onboarding 105

Onboarding Travel Innovation compliance 105

FastSpring

SEPTEMBER 19, 2024

The MoR takes on the liability of SaaS transactions for you, meaning they handle everything from payment processing, to chargeback management, to collection and remittance of taxes, and even compliance with local laws and regulations. Read more of TestDome’s story about our partnership. Sign up for a free account or request a demo today.

Merchant Services 78

Merchant Services Payment Methods Payment Services Payments 78

User Pilot

JULY 21, 2024

In this article, we’ll break down Userpilot’s pricing plans and review all the features you can find when you choose your specific pricing plan. Dedicated Customer Success Manager. Security Audit & Compliance ( SOC 2 Type 2 and GDPR). Product Experimentation. Option for EU Hosting. Priority Support.

Technical Review 104

Technical Review Pricing Software Review Enterprise 104

User Pilot

SEPTEMBER 2, 2024

That’s what we try to explain in the article. The compliance rules, for example, regarding patient data security, add friction to the user journey, which has an impact on their activation. Healthcare Product Metrics Benchmarks: customer activation rate. What are the reasons? What could be the cause?

Healthcare 105

Healthcare Benchmarks Metrics Onboarding 105

User Pilot

MARCH 21, 2023

Common usage metrics include: Product onboarding engagement rate Activation rate Product adoption Time to value Number of key user actions per session Customer Engagement Score (CES) Feature usage Product stickiness These are the kinds of data that product managers need to improve their products and add value.

Management 98

Management Technical Review Outsourced Development Mobile 98

User Pilot

OCTOBER 20, 2023

Our article explores 8 key trends in product management that you can’t afford to miss! TL;DR Product-led growth is becoming the go-to growth strategy and PLG tactics can help sales-led companies to improve customer experience. Conclusion The PM role remains critical for product success and this isn’t changing anytime soon.

Trends 105

Trends Artificial Intelligence Management AI 105

Upscope

JANUARY 5, 2020

It’s the underpinning of your go-to-market strategy and impacts everything from marketing to sales, to customer success and the product itself. Read the full article on Superhuman's product market fit engine 2. Read Userlist's article all the way through as it's a perfect layout of the process.

Strategy 128

Strategy Marketing Sales Hiring Engineering 128

Stax

DECEMBER 20, 2023

With Stax, we’re proud to ensure PCI compliance, which means we meet the Payment Card Industry Data Security Standards, created by card associations like Visa, Mastercard, and American Express to ensure sensitive payment data is securely processed , transmitted, and stored.

Payment Services 88

Payment Services Merchant Services Payment Methods Payment Features 88

Sales Hacker

FEBRUARY 2, 2021

Security : Are all data fully protected and in compliance with privacy policies? Support : Is there access to customer support 24/7? RELATED: Check out more strategies in our Sales Methodology Blueprint article. How Do You Get Into Enterprise Level Sales? Create a clear map of your organization. Challenger.

Scale 110

Scale Enterprise Marketing Sales 110

Chargify

OCTOBER 14, 2019

At Chargify, we’ve always prioritized customer service, but have found that certain changes we’ve made along the way have made a big difference in the level of customer satisfaction we’ve been able to provide. . Specifically, we designated a customer success team as well as an onboarding team (which we’ll discuss next).

Customer Support 68

Customer Support Merchant Services SaaS Scale 68

Totango

OCTOBER 15, 2020

Improve Data Protection & Privacy Compliance. Power your Customer Operating System. Read on for a breakdown of how these benefits can optimize your customers’ experiences. . Improve Data Protection & Privacy Compliance. This is critical, as you must know the origins of your data in order to remain in compliance.

Data 63

Data compliance Systems Review Technical Review 63

InsightSquared

FEBRUARY 26, 2020

With 90% of data not in CRMs, what are some ways to drive your sales professionals to enter their data and have better CRM compliance? Instead of presenting CRM compliance as a mandate, it’s important to show both reps and managers how it can help them close more deals. can benefit Marketing and Customer Success.

Scale 71

Scale Sales Enablement compliance Forecasting 71

Sales Hacker

SEPTEMBER 11, 2020

My goal with this article is to help you find the next Lyft (no pun intended). This can be difficult for a customer success manager to manage. Security/Compliance: Early-stage startups are likely not going to be SOC certified. Be aware that it might not check all the boxes from a compliance/security standpoint.

Outsourcing Services 98

Outsourcing Services Scale Startup Outsourced Development 98

ChurnZero

JANUARY 9, 2024

A version of this article originally appeared at Forbes. For example, at my company, we discovered that one of our own customer success managers was using generative AI to summarize customer call transcripts, saving between 10 and 15 minutes every time. Are you and your leadership team thinking too much about AI?

AI 52

AI Social Media compliance Scale 52

User Pilot

APRIL 30, 2024

As you may already know, Salesforce in-app guidance is a tool within the Salesforce platform that enables admins to create customized prompts, flows, and walk-throughs to help users to help users navigate through the application effectively. It can hold articles, videos , and other forms of helpful guides.

Software Review 102

Software Review Systems Review Technical Review Onboarding 102

User Pilot

MARCH 29, 2023

In this article, we’ll dive into Amplitude’s pricing structure, plans, pros, and cons. Or are there better alternatives out there? Choosing the right tools for your business and assessing if it delivers value for your money is essential for optimizing product growth.

Pricing 98

Pricing Software Review Scale Customer Support 98

User Pilot

SEPTEMBER 21, 2023

In this article, we broke down different examples and how to implement them for your product. Growth : The Growth plan starts at $499/month and includes features like resource centers, advanced event-based triggers, unlimited feature tagging, AI-powered content localization, EU hosting options, and a dedicated customer success manager.

Payment Features 105

Payment Features Customer Lifetime Value User Experience Churn 105

User Pilot

MAY 30, 2023

In this article, we’re going to unpack what a customer data platform (CDP) is, explore the best tools out there, and share a few attractive alternatives. TL;DR A customer data platform is a tool enabling you to collect, manage, store, and analyze data, which ultimately helps you better understand customer behavior.

Azure 98

Azure Government Marketplace as a Service Pricing 98

Sales Hacker

JANUARY 8, 2021

Gain agreement from everyone involved on market status, product, marketing, customer success investments, success metrics, and timeline. Most reps will need local language, data centers, and compliance , but it’s unlikely you’ll enter the market with all of these figured out. These are big investments that take time.

Sales Hiring 107

Sales Hiring Sales Recruiting Sales Technical Review 107

User Pilot

APRIL 29, 2024

This article will go over how it works and alternatives to consider! Growth : The Growth plan starts at $749/month and includes features like resource centers , advanced event-based triggers, unlimited feature tagging, AI-powered content localization , EU hosting options, and a dedicated customer success manager.

Software Review 105

Software Review Scale AI Mobile 105