ChurnZero
MARCH 31, 2022
Did you catch our Customer Success and SaaS metrics crash-course webinar with leading SaaS expert Dave Kellogg, of Dave Kellogg Consulting ? We’d like to extend a huge thanks to Dave for his expert insights below, which will help you choose and use Customer Success and SaaS metrics in a more nuanced and purposeful way.
User Pilot
JANUARY 11, 2024
Identify key metrics for satisfaction and engagement, and check to ensure you’re hitting your targets. Once you’ve got all the data you need, you’ll also need to perform KYC (know your customer) verification to achieve regulatory compliance. Monitor customer satisfaction and retention with Userpilot.
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Blulogix
MARCH 25, 2024
This post covers the challenges of financial process complexity and outlines strategies for streamlining these critical operations, ensuring accuracy, compliance, and customer satisfaction. As businesses strive to adapt to the evolving landscape of subscription services, the intricacy of financial operations increases.
ChurnZero
NOVEMBER 5, 2021
You purchased your Customer Success software with expectations of how it would perform and how your team would use it. For busy Customer Success teams, it can be difficult to pause and reflect on the systems you use to manage your days. The 7-point audit checklist for Customer Success software 1.
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.
SmartKarrot
OCTOBER 13, 2023
In the world of customer success, achieving compliance is a critical goal for businesses across industries. Compliance ensures that organizations adhere to legal regulations and industry standards, protecting both themselves and their customers. That’s where digital playbooks come into play.
SaaStr
DECEMBER 5, 2023
Security — SOC 2 compliance is table stakes. Role-based access controls Org visibility of how to manage the entire organization on the platform Compliance and governance Reporting If you’re committed to the journey, build this into your platform early. Another lesson learned: Marketing success is informed by sales success.
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