Remove compliance Remove Customer Success Remove Metrics Remove Retention
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20 quick insights on Customer Success and SaaS metrics with Dave Kellogg

ChurnZero

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.

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FinTech Onboarding: 13 Best Practices for Customer Success

User Pilot

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. Finally, Mercury requests more data to learn more about the company.

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Mastering the Art of Complex B2B Recurring and Subscription Billing: Navigating Financial Process Complexity in B2B Subscriptions

Blulogix

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.

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7-Point Audit Checklist for Customer Success Software

ChurnZero

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.

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7-Point Audit Checklist for Customer Success Software

ChurnZero

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.

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14 Best Customer Analytics Platforms in 2024

User Pilot

Totango is a customer analytics software focused primarily on customer success and churn reduction. By collecting and analyzing customer data, businesses can create personalized experiences for customers, making customers feel both valued and understood. Retention tables. Customer health score.

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7 Best SaaS Funnel Analysis Tools in 2024

User Pilot

Google Analytics is a freemium web analytics tool with powerful features for tracking, conversion, and retention , among others. Hubspot is a powerful customer platform with a variety of hubs containing various features for tracking sales funnels, interpreting marketing data, and more. Retention tables. Starts at $48/month).