Articles

Customer Success Objectives and Key Results (OKRs) serve as navigational tools for CS teams, aligning efforts with organizational goals. This blog provides insights, examples, and guidance on crafting effective CS OKRs. With clear OKRs, CS teams can drive accountability, focus efforts, and achieve meaningful results. Incorporating technology like Velaris streamlines tracking and optimization, empowering teams to drive success in satisfaction and retention.

Understanding the distinction between low-touch and high-touch models is crucial when refining your Customer Success strategy. Dive into this blog post to explore these models, discovering insights on how they can reshape your business's approach to customer relationships. From personalization to efficiency, uncover the power of automation and adaptability in crafting successful customer journeys.

In today's competitive market, a well-defined customer success engagement model is essential for business growth. It serves as a roadmap, outlining interactions between a company and its clients throughout their journey. This guide explores various engagement models—from high-touch to hybrid—and their benefits. Dive deeper into practical implementation strategies via this ultimate guide.

Unlocking the secrets hidden within customer data isn't just a strategy—it's a game-changer. From dedicated Customer Success Managers to essential stakeholders, this guide serves as your practical roadmap. Delve into the realm of insightful reporting, where the compilation and presentation of reports become pivotal in driving informed action.

Unlock the potential of your SaaS product by mastering value realization. In a world where software subscriptions reign, ensuring customers understand and extract full value from your product is key. Delve into strategies that align your solution with customer goals, enhance its implementation for peak performance, and leverage customer success for optimal outcomes.

Explore our guide on Customer Success Manager KPIs—your roadmap to fostering growth, enhancing customer success, and making data-driven decisions.

Discover top-notch strategies for successful B2B SaaS customer onboarding! From personalized welcomes to community-building, navigate challenges and harness tech innovations for a seamless experience. Learn more about tailoring to diverse needs, managing complex integrations, and leveraging automation to foster long-term loyalty and satisfaction. Dive into the future of onboarding with AI-driven personalization and virtual experiences.

Find out how Customer Success Operations drive seamless processes, aligns systems, and fuels growth for thriving teams and business success.

Customer Success Managers (CSMs) are the unsung heroes of business, dedicated to ensuring both customer satisfaction and company growth. If you're intrigued by this dynamic role, this guide will help you discover the essential skills, a typical day in the life of a CSM, and why businesses need them for long-term success. Join the ranks of CSMs and become a driving force for customer success and business growth.

Are you looking to elevate your customer success strategy? Developing a customer success dashboard, a blend of data analytics and user-centric design, can significantly refine your approach. Here's a guide on how to streamline the integration of data visualization, CRM, and analytics into a single, cohesive platform using customer success dashboards, enhancing your team's efficiency and decision-making abilities.

Are you striving to enhance your customer success operations? Implementing tech touch, a blend of technology and personalized engagement, can revolutionize your approach. This guide dives into tech touch's essentials, revealing its ability to streamline customer interaction, enhance support, and boost business efficiency. Explore how tech touch can transform your customer success model, offering a strategic mix of automation and personal touch

It's tough out there today for Customer Success teams. Every software item on the P&L is under scrutiny and needs to be heavily justified. Not just once but many times, sometimes with little notice. Here's how you can use value statements so you'll never be at a loss when it comes to justifying your product's worth.