How To Craft A Killer Onboarding Process

Figuring out how to structure onboarding can be a challenging task, whether you’re crafting the process from scratch, or revising an already established practice. We were curious about what top SaaS platforms like MailChimp, Hubspot, MixMax and m…

Why should the customer experience matter to CFOs?

For companies who struggle with their lead-to-cash management process, poor customer experiences often results in lost revenue. But it doesn’t have to be this way. The CFO is uniquely positioned to play a critical role in understanding the custom…

The Essential Handbook For Customer Success

We spoke with contemporary Customer Success leaders to get the inside scoop on which techniques work for them, and the state of the profession moving forward. We have compiled their advice, along with a comprehensive guide for effective implementation,…

Customer Success Templates

Our library of templates help you break down Customer Success operations, and traverse the customer journey. You’ll learn how to conduct an effective QBR, onboard a customer completely, keep track of budgets, KPIs, and account status and much mor…