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FinTech Onboarding: 13 Best Practices for Customer Success

User Pilot

Use progress bars, digital confetti, and other gamification elements to create excitement and drive engagement. Identify key metrics for satisfaction and engagement, and check to ensure you’re hitting your targets. By streamlining onboarding processes and keeping users engaged, you significantly reduce the risk of churn.

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Guide To Leveraging AI Tools For Customer Success Managers

User Pilot

A powerful AI tool can be the perfect companion to your customer success platform. In this article, we will explore: How to leverage AI tools for customer success and retention. How can customer success managers address the challenges and concerns around AI when it comes to providing a better user experience?

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Thanks to Capacity, ChurnZero, Justworks, Strike Graph, and Vouris for Sponsoring SaaStr Annual 2023!

SaaStr

We have a rapidly growing customer base across several verticals, particularly financial services, HR, healthcare, and education. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses. Justworks takes the busyness out of growing a business and alleviates the unknown.

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Thanks to ChartMogul, ChurnZero, Cledara, Secureframe, and Verdane for Sponsoring SaaStr Europa 2023!

SaaStr

ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses. You need an efficient way to keep your customers successful, reduce churn, drive adoption, and increase net revenue retention.

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Customer Advocacy: How to Get Your Customers and Customer Success Team Invested

ChurnZero

Customer Advocacy: How to Get Your Customers and Customer Success Team Invested. At ChurnZero’s virtual RYG, we held a panel discussion with Customer Success leaders who offered up their best advice on how to get both your customers and your team invested in your customer advocacy program.

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Thanks to 6sense, Outreach, Pleo, Vanta, and Vidyard for Sponsoring SaaStr Europa 2022!

SaaStr

Removing guesswork, friction and wasted sales effort, 6sense empowers sales, marketing, and customer success teams to significantly improve pipeline quality, accelerate sales velocity, increase conversion rates, and grow revenue predictably. Think of us as your automated security and compliance expert.

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5 Challenges in Moving Upmarket and How to Overcome Them with Salesforce Ventures

SaaStr

The one thing founders don’t do early enough is scope, engage, and nurture all stakeholders involved, not just the economic buyer or technical champion but the broader organization. Security — SOC 2 compliance is table stakes. And then everyone commits to making the transition a success. The lesson learned?

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