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 SaaS Retention Rate 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...

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...

scale customer success

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...

new client onboarding form

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...

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

Churn Prevention: 5 Strategies to Prevent Customer Churn

Your sales and marketing team has a full-blown system for generating leads and acquiring new customers. They are crushing their...

Customer Success Tools

The Top 7 Customer Success Tools for 2025

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

How To Adapt Onboarding Strategies To Meet Customers’ Learning Style

How To Adapt Onboarding Strategies To Meet Customers’ Learning Style

Originally shared on Forbes Business Council

Customer Success Manager

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...