User Pilot

JANUARY 11, 2024

A stellar FinTech onboarding process builds user trust , improves the customer experience , and reduces customer churn. Collect only necessary data and keep requests to a minimum on each page. Book a demo today to learn more! Offering targeted guides , demos , and tutorials can make users feel valued.

Onboarding 105

Onboarding Payment Services Customer Success Payment Solutions 105

User Pilot

AUGUST 5, 2023

How can you leverage data tracking to get product growth insights ? Analyzing data is the key to achieving customer success and product growth. So let’s find out how to create a data tracking plan to collect and analyze all data relevant to your SaaS business. What is data tracking?

Data 98

Data Customer Lifetime Value Underperforming Technical Team Data Analysis 98

User Pilot

MARCH 17, 2024

Userpilot is the best tool for predesigned and custom dashboard visualization. Book a demo to learn more. Try Userpilot and Take Your Product Analytics to the Next Level Get a Demo 14 Day Trial No Credit Card Required What is an analytics dashboard? It needs to display changes and trends in data over time.

Social Media 98

Social Media Data SaaS Scale 98

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?

AI 98

AI Customer Success ChatGPT Management 98

Totango

SEPTEMBER 13, 2022

Customer Success Playbook Strategies: Mapping a Path to Winning Outcomes. A customer success playbook maps out a game plan you can use to automate successful outcomes for your clients. Then we’ll consider the benefits of using success playbooks. What Is a Customer Success Playbook?

Customer Success 88

Customer Success Onboarding Construction Retention 88

Totango

DECEMBER 1, 2021

When you bring agile innovation to customer success , you empower your CS strategy with the latest technology. In this blog, we’ll look deeper at what an agile customer success strategy means and why you can benefit from using one. Then we’ll lay out seven steps to bring agile innovation to customer success.

Innovation 98

Innovation Customer Success Scale Government 98

Totango

FEBRUARY 2, 2021

Customer success plans provide you with a powerful tool to help clients achieve their goals. With your product, they feel more satisfied with your brand, positioning your own business for success as well. Here are some tips on how to put these steps into practice and become a success partner for your customers.

Customer Success 127

Customer Success Software Review Systems Review Benchmarks 127

User Pilot

AUGUST 11, 2022

Since customer success roles are relatively new, companies don’t always have a clear idea of what responsibilities are appropriate for a customer success manager (CSM). Customer success ensures customers get their desired outcome when using your product. What is customer success?

Customer Success 98

Customer Success Management SaaS Technical Review 98

CustomerSuccessBox

MARCH 23, 2022

As a Customer Success Manager , your main goal is to ensure that your customers have a great experience. And to make sure that your customers get the maximum value out of your product. While a day in the life of a Customer Success Manager (CSM) is imaginably packed with a lot of meetings with customers.

Customer Success 52

Customer Success Investment Management Engagement 52

User Pilot

JANUARY 31, 2023

Have you ever used Customer Success Qualified Lead (CSQL) to drive product growth and increase your revenue? In this article, we’ll go over what a know what customer-qualified lead is, why it’s important to track them and how can this help increase revenue. What is Customer Success Qualified Lead (CSQL)?

Customer Success 98

Customer Success Revenue Software Review Strategy 98

ChurnZero

APRIL 22, 2022

Is your Customer Success (CS) team stuck in a copy-paste-repeat cycle ? While the human aspect of CS will never fully disappear, automation can free your team of repetitive processes and customer engagements. Highlight a new feature tutorial or a knowledge base resource to guide customers to success.

Customer Success 98

Customer Success Consulting Compensation Communication 98

Totango

JANUARY 21, 2020

The success of an enterprise depends more than ever on the Customer Success (CS) team. A CS team’s primary purpose is to build, maintain, and optimize lasting customer relationships by helping them fulfill and even exceed their own business goals. Customer Success Team Structure: Roles and Responsibilities.

Customer Success 85

Customer Success Software Review Systems Review Enterprise 85

User Pilot

MAY 7, 2024

The 12 best software adoption tools for driving customer success include: Userpilot – best all-in-one product adoption software for web apps. Walnut – best interactive demo software for driving product adoption. You can track different interaction types and display the engagement data using heatmaps.

Software Review 105

Software Review Software Scale Onboarding 105

Totango

JANUARY 29, 2021

When your product directly helps your customers achieve their goals, your brand wins their loyalty. Playbooks for customer success managers help drive processes that promote winning client outcomes. What Is a Customer Success Playbook? Why Do You Need Playbooks for Customer Success?

Customer Success 81

Customer Success Customer Lifetime Value Software Review Systems Review 81

User Pilot

JUNE 6, 2023

Product data analytics and product management are inseparable. Instead of relying on their hunches and anecdotal evidence, product teams should leverage data to make informed decisions. Our ultimate guide to product data analytics explores: The most relevant metrics teams should track. What is product data analytics?

Data 88

Data User Experience Churn Retention 88

User Pilot

APRIL 29, 2024

Mastering SaaS renewals’ best practices can transform a routine administrative task into a strategic opportunity to drive customer success and propel your business toward sustainable growth. Use interactive walkthroughs to drive customer success. Offer self-service support to improve customer satisfaction.

SaaS Payments 102

SaaS Payments Business SaaS Payment Solutions 102

SaaSHolic

FEBRUARY 6, 2023

Customer success software provides businesses with a 360-degree look at the entire customer relationship. You’ll get helpful insights into the customer’s activities and the general health of the relationship. Good customer success software will help you identify red flags and maintain successful customer retention.

Customer Success 52

Customer Success Software Subscription Payment Features 52

Totango

FEBRUARY 5, 2021

Our increasingly customer-centric economy has established Customer Success as critical to every business’s overall strategy. Any CS team member knows that happy customers make for a thriving enterprise, but the same cannot always be said for C-level executives or your board of directors.

Customer Success 73

Customer Success Business Forecasting Onboarding 73

User Pilot

MAY 1, 2024

The product management team is primarily responsible for owning the product experience but is supported by the engineering, marketing, and customer success departments. Define clear goals and metrics based on the data you collected. Collect feedback, track product usage data, and iterate. Book a demo to find out more.

Customer Lifetime Value 105

Customer Lifetime Value User Experience Retention Scale 105

CustomerSuccessBox

MARCH 4, 2022

Congratulations on being promoted to the VP-Customer Success ! Especially, in the field of Customer Success. That’s understandable; you’re probably your company’s first Customer Success executive, and this is your first time in the position. VP-Customer Success Job Description (Sample).

Customer Success 52

Customer Success Scale Customer Lifetime Value Interviewing 52

Totango

MAY 17, 2024

Embracing AI presents challenges and some uncertainties with regard to optimal data consolidation, ubiquitous governance and regulation, and succinct experimentation and process updates. As a result, CSMs spend a staggering 35% of their time compiling details on customer accounts using various tools.

Innovation 89

Innovation AI Underperforming Technical Team Scale 89

User Pilot

MARCH 23, 2023

Today, we’ll be focusing on closed-loop analytics and how they can help you better manage and benefit from data! TL;DR Marketing and sales teams have different goals, which is why they often have different data sources or metrics. The key is to share data between the teams anyway. What are closed-loop analytics?

Data 98

Data SaaS Sales Funnel Acquisition 98

ChurnZero

JANUARY 14, 2020

ChurnZero Leverages LinkedIn Sales Navigator’s “Data Validation” to Improve Customer Data . New feature mitigates churn risk by flagging customer job changes. . Data Validation will automatically flag contacts who are no longer with the organization listed in your company’s CRM. .

Data 81

Data Sales Customer Success Enterprise 81

User Pilot

MAY 20, 2024

Implement a customer success program to exceed customer expectations. Create a customer retention analytics dashboard to measure success across key metrics. To learn how to implement them with Userpilot, book the demo. How to improve customer retention: targeted in-app messaging.

Retention 103

Retention Strategy Sales Recruiting Scale 103

Totango

JANUARY 14, 2020

To accomplish that, you need a well-structured customer success team with clearly defined roles within the company. The customer success (CS) team is in charge of engaging current customers and ensuring they have a positive experience. Thinking Critically About Customer Success Roles.

Customer Success 63

Customer Success Enterprise B2B Company Culture 63

User Pilot

APRIL 21, 2024

Interested in collecting actionable insights into customer onboarding? Book a Userpilot demo to see how you can analyze onboarding data without coding. Try Userpilot and Take Your Customer Onboarding to the Next Level Get a Demo 14 Day Trial No Credit Card Required What is a customer onboarding dashboard?

Onboarding 105

Onboarding SaaS Metrics Trends 105

Totango

DECEMBER 3, 2019

Customer Success Managers (CSMs) work hard to provide the best customer experience possible by prioritizing customer needs and helping them throughout the customer journey. They monitor the customer experience and their achievement of value. What Do Customer Success Managers Do?

Customer Success 71

Customer Success Management Systems Review Scale 71

User Pilot

MAY 21, 2024

Activation : When new users become active users through onboarding processes or live demos. Adoption : The phase where customers start using your product regularly. Retention : This is when customers stay engaged and satisfied over the long term. Interested in optimizing your customer lifecycle management?

Management 105

Management Software Review Retention Onboarding 105

OpenView Labs

JANUARY 6, 2022

Welcome back to the final installment of our customer success series. As I have touched on in my prior posts, the customer success role has evolved in parallel with how software is adopted. Data Insights paired with calls to action. As mentioned above, data is everything and it should be.

Customer Success 72

Customer Success Scale Business Compensation 72

Totango

DECEMBER 16, 2020

Keeping up with new trends in customer success can help you promote repeat business and prevent customer churn. Here are four of the latest trends you need to know about: Automating customer success with out-of-the-box templates. Incorporating artificial intelligence for smarter success solutions.

Trends 71

Trends Customer Success Artificial Intelligence Scale 71

ChurnZero

AUGUST 21, 2020

So, to reprieve our collective cry for clarity, we asked industry experts to give their best predictions on the future of Customer Success. So, without further ado, here’s what our Customer Success experts had to say: You Mon Tsang , CEO, ChurnZero. Greg Saiz , VP of Customer Success, Betterworks.

Customer Success 84

Customer Success Technical Review AI Trends 84

Totango

APRIL 11, 2019

This is certainly true of the customer success health scores used to monitor the status of customers. When a health score indicates that a customer requires attention, you also need to know what went wrong and how to fix it. What is a Customer Success Health Score? Use a Customer Success Platform.

Customer Success 87

Customer Success Customer Lifetime Value Metrics Benchmarks 87

Totango

JANUARY 30, 2020

Customer success and account management share common goals: Building customer loyalty and driving growth. Still, considering customer success vs account management reveals some insight into the contributions of both roles. Customer Success vs Account Management: How are They Different?

Customer Success 71

Customer Success Management Scale Customer Lifetime Value 71

Totango

MARCH 21, 2019

Realizing lifetime value from your customers is about generating lifetime value for your customers. That’s the central tenant of the customer success approach to business. It reflects the current customer-centered economy that has encouraged customer fluidity and placed greater emphasis on the customer experience.

Customer Success 86

Customer Success Enterprise Onboarding Education 86

SaaSHolic

DECEMBER 9, 2021

Customer success software provides businesses with a 360-degree look at the entire customer relationship. You’ll get helpful insights into the customer’s activities and the general health of the relationship. Good customer success software will help you identify red flags and maintain successful customer retention.

Customer Success 52

Customer Success Software Subscription Payment Features 52

User Pilot

APRIL 24, 2024

From marketing to product management and customer success, AI is improving productivity, helping teams make better decisions, and improving customer experience. There are also governance and ethical concerns, like data privacy or AI bias. Book the demo to find out more! This includes the SaaS industry too.

AI 96

AI Artificial Intelligence SaaS Generative AI 96

Totango

JUNE 11, 2019

If you want your business to succeed, make sure your customers succeed. As the economy becomes more customer-centered, the need to foster customer success is more important than ever before. Aligning your business goals with those of yours customers spells prosperity for your business for years to come.

Customer Success 92

Customer Success Forecasting Churn Software 92