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How To Measure the ROI of Customer Onboarding

You already see the value of a customer onboarding solution, but you just don't know how to convince decision-makers to pull the trigger. Without the right language and data to position your choice...

Maximizing Customer Growth: Strategies for Customer Expansion

Maximizing Customer Growth: Strategies for Customer Expansion

Growing your business isn’t just about bringing in new customers — it’s also about getting more value from the ones you already...

Customer Satisfaction Surveys Best Practices

Customer Satisfaction Surveys Best Practices

Customer satisfaction surveys (CSAT surveys) are invaluable tools for businesses aiming to gauge customer satisfaction, identify...

A Guide to Calculating SaaS Retention Metrics

A Guide to Calculating SaaS Retention Metrics

Picture this: your SaaS company’s product is solid, marketing is on point, and new customers are signing up left and right. You’re...

How to Create a Customer Success Plan

How to Create a Customer Success Plan

Customer success should top the priority list for any B2B SaaS business. After all, your customers' success is your success. A...

How To Scale Customer Success Without Increasing Headcount

How To Scale Customer Success Without Increasing Headcount

When most SaaS companies acquire a large army of clients, they usually expand their onboarding teams to ensure new customers derive...

How to Create a New Client Onboarding Form (Free Templates)

How to Create a New Client Onboarding Form (Free Templates)

The success of the customer onboarding process hinges on clear communication and setting the right expectations from the start. A...

Navigating the Vendor Onboarding Process

Navigating the Vendor Onboarding Process

Let’s face it — getting new vendors on board can be a make-or-break situation. When you nail the vendor onboarding process, you lay...

Churn Prevention: 5 Strategies to Prevent Customer Churn

Churn Prevention: 5 Strategies to Prevent Customer Churn

So, your business has a full-blown system for generating leads and acquiring new customers. Seems like you're doing amazing.

Top 7 Customer Success Tools in 2024

Top 7 Customer Success Tools in 2024

Customer success tools help companies manage the customer experience — from pre-sales to renewals. Admins or CS leaders typically...