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5 Tips for a Successful Sales to Customer Success Handoff
Customer Success

5 Tips for a Successful Sales to Customer Success Handoff

The perfect Sales-CS handoff is seamless and consistent. Here are 5 tips that will ensure each new customer is sped smoothly along the path from purchase to value.

Kevin Fu
Kevin Fu
July 6, 2020
Why Sales Should Own Account Expansions and Renewals
Customer Success

Why Sales Should Own Account Expansions and Renewals

We weighed the most common arguments for who should own expansions and renewals and came to a clear conclusion. Spoiler alert: It's Sales.

Kevin Fu
Kevin Fu
June 29, 2020
Why it’s a mistake to separate Customer Support from Customer Success
Customer Success

Why it’s a mistake to separate Customer Support from Customer Success

Splitting the two functions as you grow from 100-1K customers, you’re missing out on an opportunity to train your CSMs at a critical point in your company’s growth.

Jamie Davidson
Jamie Davidson
June 23, 2020
A static list of Customer Success Manager skills is wrong for you. Here’s how to make your own
Customer Success

A static list of Customer Success Manager skills is wrong for you. Here’s how to make your own

Here are four questions to ask yourself before you go looking for perfect customer success manager candidate and an interview scorecard formula you can use.

Jamie Davidson
Jamie Davidson
June 10, 2020
How to Reduce Churn With Segmented Churn Analysis
For CS Managers

How to Reduce Churn With Segmented Churn Analysis

Learn how to segment your customers so you can analyze and target specific groups to maximize your churn prevention.

Kevin Fu
Kevin Fu
June 3, 2020
How to send automated customer success emails that don’t suck
Customer Success

How to send automated customer success emails that don’t suck

Here are three things people hate about email and three ways you can improve the chances that your inbox communications will delight, not annoy.

Kevin Fu
Kevin Fu
May 28, 2020
Four Tips From the Experts to Lead Your Customer Success Team Remotely
Customer Success

Four Tips From the Experts to Lead Your Customer Success Team Remotely

Leading a dispersed Customer Success team is daunting learn from the experts with their top tips for managing remote Customer Success teams.

Jamie Davidson
Jamie Davidson
May 12, 2020
Which Customer Success Tools Belong in Your Startup Tech Stack
Customer Success

Which Customer Success Tools Belong in Your Startup Tech Stack

With hundreds of software solutions available, how do you choose? Here's a list of 11 tools you can use to automate repetitive tasks.

Jamie Davidson
Jamie Davidson
May 8, 2020
How Soapbox uses Vitally to fuel their Product-Led Growth
Customer Success

How Soapbox uses Vitally to fuel their Product-Led Growth

Soapbox needed a way to prioritize trials and free users that represented actual revenue upsell opportunities. All with a Customer Success team of two.

Mekkie Bansil
Mekkie Bansil
April 29, 2020
These Five Customer Churn Prediction Mistakes Are Costing You
Customer Success

These Five Customer Churn Prediction Mistakes Are Costing You

Discover the 5 mistakes you might be making when predicting customer churn and what to do about them.

Jamie Davidson
Jamie Davidson
April 15, 2020

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