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What is a Customer Success Manager (CSM)?

What is a Customer Success Manager (CSM)?

The heart of modern customer engagement strategies lies with the Customer Success Manager (CSM) — a role dedicated to helping...

Enhancing Customer Engagement With a Customer Onboarding Framework

Enhancing Customer Engagement With a Customer Onboarding Framework

First impressions are crucial. This is where the customer onboarding framework comes into play, acting as the linchpin for turning...

Crafting Customer Onboarding Welcome Emails (Free Templates)

Crafting Customer Onboarding Welcome Emails (Free Templates)

A customer’s first impression can significantly influence their customer journey and eventual lifetime value. As your first...

Customer Success Platform, CRM or Onboarding Portal: Which Do You Need?

Customer Success Platform, CRM or Onboarding Portal: Which Do You Need?

With so many business enablement tools today, it can be tough to decide which are worth the investment. You want to have the best...

How to Build a Self-Serve Customer Onboarding Process

How to Build a Self-Serve Customer Onboarding Process

Did you know it takes 100 days to onboard the average corporate client?

What Is Time to Value? How To Track, Measure, and Reduce TTV

What Is Time to Value? How To Track, Measure, and Reduce TTV

Ever wonder why some SaaS companies hook you right from the get-go while others take forever to show their worth? That difference...

SaaS Implementation: Best Practices to Maximize Your ROI

SaaS Implementation: Best Practices to Maximize Your ROI

SaaS tools can make your entire company more efficient and profitable, but only if your team actually uses them. That’s not always...

The 12 Best Client Onboarding Software of 2024

The 12 Best Client Onboarding Software of 2024

An efficient customer onboarding process is crucial for retaining clients and ensuring their success. However, implementing it is...

Customer Onboarding Best Practices: A Comprehensive Guide

Customer Onboarding Best Practices: A Comprehensive Guide

Onboarding new customers is crucial for the long-term success of your software-as-a-service (SaaS) business. An optimized onboarding...