CustomerSuccessBox

APRIL 11, 2019

A lot of Customer Success leaders and Founders I have talked to since starting at CustomerSuccessBox have been confused about what customer tech stack to use at their SaaS businesses. Some think that a CRM should suffice whereas others want to build their own dashboards on top of analytics tools. Level 1: CRM + Excel.

Upselling 80

Upselling CRM SaaS Customer advocacy 80

OctopusTech

JULY 21, 2023

An effective CDM helps in increasing customer satisfaction and engagement rate as by leveraging this data, companies can modify their goods and services to meet all individual customer expectations. This helps to boost customer advocacy and loyalty by strengthening the bond with them.

Best practices 62

Best practices Management Upselling Sales 62

JustCall

APRIL 5, 2023

Traditional customer support models will not cut it. Organizations need to embrace the CSM approach to build a trustworthy relationship with customers and track their performance using customer relationship management analytics. What is customer success management or CSM? out of 5.

Management 52

Management CRM Analytics Customer retention 52

SmartKarrot

NOVEMBER 8, 2022

Role: Director of Customer Success Location: London, England, United Kingdom (Hybrid) Organization: Law Business Research As a Director of Customer Success, you will develop the people, process, and tooling needed to drive meaningful outcomes in the division (GRR, NRR, renewals, customer health, customer advocacy).

Coaching 19

Coaching Customer advocacy SaaS Strategic Value 19

SmartKarrot

APRIL 18, 2022

Monitor customer health to track usage and overall customer satisfaction. Drive customer advocacy and critical issues by collaborating with development, product management, and support teams to improve the Affirm offering for the merchants.

Advertising 19

Advertising Customer advocacy Finance Best practices 19

ChurnZero

OCTOBER 12, 2021

Advocacy Hero – An innovative way your team has cultivated customer advocates to drive growth for your company. Definitive Healthcare’s passion is to transform data, analytics, and expertise into healthcare commercial intelligence. Onboarding Hero – Definitive Healthcare.

Healthcare 98

Healthcare Accountability Metrics Surveys 98

ChurnZero

OCTOBER 12, 2021

They also completely revamped their internal processes to improve the customer transition between the Sales team and the Customer Success team. By creating a handoff document in their CRM, the CS team ensured the critical pieces of information needed to maintain a successful relationship were captured before the client’s kick-off.

Healthcare 52

Healthcare Accountability Metrics Surveys 52