Valuize Consulting

JULY 11, 2025

In a previous article, we dissected the three critical data challenges that often cripple Customer Success (CS) Operations: the security ambush, the hydra of disparate data models, and the subjectivity of customer health definitions. This is where Customer Success Operations emerges as the critical linchpin.

Data

Frontegg

JUNE 23, 2025

Key takeaways CSPM identifies and fixes cloud misconfigurations to maintain compliance and reduce security risks. Key capabilities of CSPM include multi-cloud integration, policy enforcement, threat detection, compliance mapping, and contextualized risk analysis. What is cloud security posture management (CSPM)?

Cloud

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

ChurnZero

MARCH 24, 2025

Too many customer teams are still relying on mismatched technologyand it’s holding them back. ChurnZeros latest Customer Success Leadership Study found that technology adoption shifts depending on company size by revenue. A CRM is a great tool for sales operations, but it falls short for customer success needs.

Technology

Payrix

JUNE 23, 2025

Read now ebook PCI Compliance: Unlock your platform's security potential Protecting cardholder data isn’t just good business - it’s essential. Let’s cut through the complexity and show you how PCI compliance keeps your platform secure and your customers happy.

Merchant Services

User Pilot

JULY 22, 2025

Maybe a better onboarding with our devs.” For example, several tools that perform product analytics, customer segmentation, in-app messaging, and user onboarding. We can connect Userpilot directly to our data warehouse and use the customer data we already have. Create your own onboarding in-app survey with Userpilot.

Software Review

User Pilot

JANUARY 19, 2025

Instead, it is to identify the right and wrong types of friction and remove the bad friction to create a holistic user onboarding journey. Are there any known complexities in your onboarding flow or key features? However, as their customer base grew, this approach became unsustainable. The goal isnt to eliminate all friction.

Onboarding

Scytale

JUNE 4, 2025

Combining the premier provider of SOX ITGC automation with the global leader in security compliance automation to create the first complete compliance enterprise suite. Were proud to welcome AudITechs co-founders, Eli Edry and Roni Beeri, to the Scytale team as we integrate their core solutions directly into our Enterprise Suite.

compliance

User Pilot

NOVEMBER 29, 2024

This is essential for compliance with privacy and data protection regulations like GDPR or CCPA. High customization with filtering and segmentation options. Privacy and compliance features for sensitive data protection. Custom dashboards. Fullstory review. Strong collaboration tools for team-wide analysis. Autocapture.

Underperforming Technical Team

Stax

MAY 23, 2025

This involves: Merchant onboarding: Collecting business details and verifying accounts so your users can start accepting payments. It can also make it easier to manage compliance, automate reporting, and scale operations. Despite this, some customers may still find it challenging to maneuver their way through the process.

Payments

ChurnZero

DECEMBER 19, 2024

We’re delighted to introduce the winners of the 2024 ChurnHero Awards for customer success! For the fifth year running, we’ve recognized five customer success teams who achieved remarkable results in one of five categoriesonboarding, adoption, renewals and expansion, advocacy, and innovation.

Customer Success

How To Buy Saas

JUNE 26, 2025

In this review, we’ll explore how ProProfs Knowledge Base works, the solutions it offers, its standout features (with an in-depth look at each), pre-built templates, real customer success stories, media recognition, awards, security measures, and support. Minimalist & Custom Templates : Want to start clean?

Technical Review

Sales Hacker

APRIL 1, 2025

The GTM Podcast is available on any major directory, including: Apple Podcasts Spotify YouTube Hayden Stafford is the President and Chief Revenue Officer (CRO) at Seismic, where he oversees the global go-to-market (GTM) organization, including pre-sales, sales, customer success, services, partners, and more. It’s may not be sexy.

Scale

Sales Hacker

FEBRUARY 11, 2025

It was the most seamless onboarding experience. Um, what are their customer success patterns? So what defines a customer success, like a really great, happy customers? Now it’s going to navigate sources for customer service struggles. So it just goes on regulatory compliance. Like, yeah.

ChatGPT

User Pilot

MARCH 5, 2025

But as you know, session replays are not just for fixing bugs, they are also used by product and customer success teams to understand user behavior, identify reasons behind friction, and optimize the user experience. Custom pricing based on usage. This plan is also based on custom pricing. Compliance with privacy laws.

Technical Review

Stax

JUNE 24, 2025

Look for mentions of: Ease of setup Fast onboarding Positive reviews around live phone support and dispute resolution Providers like Stax and Payment Depot often top the list, but the best fit depends on your unique business. Step 5: Test the customer experience Before committing, test how responsive each company is. So choose wisely.

Payment Services

User Pilot

APRIL 16, 2025

Help center software allows you to juggle feature rollouts, bug fixes, and user onboarding without keeping up with endless tickets. Here, we look at the best help desk software so you can choose the right fit and continue giving your customers the best experience. Product and customer success teams wanting an in-app self-help center.

Software

User Pilot

JANUARY 11, 2024

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.

Onboarding

SaaStr

AUGUST 9, 2024

From startup to $500M CARR, Spencer Burke, SVP of Growth at Braze, shares how Braze scaled a growth and customer success team. This shifted from doing odd jobs to a deep focus on customer success and scaling teams around customer success. They did the same with their onboarding team.

Scale

SaaStr

SEPTEMBER 11, 2024

With a PLS motion, it involves addressing more complex purchasing behaviors like enhanced legal, security, and compliance measures, and you need to train your team on those complexities. You’ll be tempted to facilitate every customer’s wishes, but you can’t do that at scale. But in product-led sales, every user’s day zero is different.

Scale

SaaStr

JULY 1, 2024

Find those individuals inside the sales org, not just AEs but SDRs and the customer success side, to find those who can serve this upmarket profile. Listen to those Gongs, get customer feedback, and evolve from there. Finally, compliance is going to be critical. Don’t let compliance stall deals. #4:

Sales Hiring

SaaStr

JANUARY 12, 2022

We all underresource customer success vs. sales. Lost a bank customer we had served well for 5 years and up to.5M 5M in ARR b/c we were too small a co and compliance dept blocked renewal (shoulda raised price I guess…) ” — Jared Hansen, CEO Thrilling Foods. “Have better Onboarding.”

CTO Hire

SaaStr

NOVEMBER 24, 2020

Gainsig ht works to help businesses build deep and lasting relationships with their customers through their very own Customer Success platform. This platform allows customer-centric businesses to deliver exceptional ex periences everyday.

Scale

SaaStr

JANUARY 30, 2023

This insight led Deel to focus on solving payments and compliance. Building revenue operations to support sales Deel had onboarded nearly 100 clients, reports showed good traction, and it was time to leverage this opportunity. Once onboard, get regular input from your sales, support, and customer success teams.

Sales Hiring

SaaStr

JULY 18, 2023

Hypergrowth in today’s highly competitive and budget-constrained SaaS world may be less frequent now, but Vanta, the software tool empowering security companies to achieve compliance and manage risk, has defied the odds. With a multi-billion dollar valuation and a trajectory to double growth annually, Vanta is seizing the spotlight.

Strategy

User Pilot

JULY 29, 2024

Looking for the best customer success management software to power up your product growth strategy, but you are overwhelmed with so many options in the market? TL;DR Customer success software refers to tools that help manage customer experiences and drive customers toward their desired outcomes.

Customer Success

User Pilot

APRIL 26, 2023

Building awesome user onboarding experiences requires a great deal of effort when starting from scratch. So we’ve collected onboarding UX examples from other companies to inspire you! Here are 17 user onboarding examples to help you create great user onboarding flows. What is onboarding UX?

Onboarding

ChurnZero

JANUARY 13, 2022

As the demand for Customer Success surges within SaaS, so too does the need for effective leaders to spearhead this expanding function and steer its strategy and success. Over the course of the pandemic, Customer Success has cemented itself as a central business driver of growth and profit. Follow Adi on LinkedIn.

VP of Engineering

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.

Onboarding

User Pilot

APRIL 6, 2023

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?

Customer Success

ChurnZero

JULY 22, 2022

Does your Customer Success team have a shallow view of onboarding? If you consider onboarding to be a success when a customer reaches their go-live date, then you need to dig deeper. It’s about transforming your customer’s business and delivering value, so you make their life better,” says Donna.

Scale

ChurnZero

OCTOBER 22, 2021

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.

Customer Success

ChurnZero

JANUARY 26, 2021

A J oint Success Plan is a simple but powerful tool for outcome-based customer success management. It’s designed to help solution providers align with their customers’ business goals and objectives. Customer success continues to evolve as a practice within companies that enjoy recurring revenue models.

Customer Success

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

SaaStr

OCTOBER 15, 2019

So one place would be in your customer success organization. We were doing more customer support, less customer success. It was less about making sure that customers were happy and individually reaching out to them. So that means retooling your customer success organization. Thanks Allie.

Underperforming Technical Team

Intercom, Inc.

MAY 24, 2018

One of our first products was a Watchlist API, which is for OFAC compliance. Enabling customer success. What was it like for you as you brought sales and customer success on board? We brought true customer success on a little bit too late. Adam: How are you defining customer success in your context?

Data

User Pilot

SEPTEMBER 2, 2024

The onboarding checklist completion rate was one of the highest (20.5%). Onboarding checklist completion rate. 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.

Healthcare