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InsightsCRM’s Guide to Managing NPS Detractors
Learn how Kapil Sharma, Customer Success Manager at ANALEC (InsightsCRM), uses Projects to quickly resolve customer concerns and keep his book of business healthy.
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CSM Transition Template
Take a look at how Liz ensures a successful and smooth CSM-to-CSM account handoff with her CSM Transition Blueprint.
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Client Escalation Template
Turn customer escalations into a positive experience and minimize errors by using Celine's Client Escalation Blueprint.
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Key Stakeholder Change Template
Ensure stakeholder changes go smoothly with Parker's Key Stakeholder Change Blueprint designed for Hybrid and High-Touch Customer Success.
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New Customer Kickoff Template
Take a peek at how Steven uses Project Templates to make onboarding easy for new customers in this New Customer Kickoff Blueprint.
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Sales to Customer Success Handoff Template
Discover how Zack streamlines the account handoff process with our Sales to CS Handoff Blueprint.
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Resolving NPS Detractors with Mixpanel
Quickly address and resolve customer concerns at scale using Ryan from Mixpanel's customizable NPS Detractor Blueprint.
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Mixpanel’s Guide to Customer Onboarding
Discover how Peishan and her team at Mixpanel use this Onboarding Blueprint to ensure customers have a consistent, positive onboarding experience.
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Duco’s Executive Business Review (EBR) Project
Create a standardized, scalable process for Executive Business Reviews by using Joe from Duco's EBR Project Blueprint.
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Avoma’s Renewal Project
See how Mark Stagi, VP of Customer Success at Avoma, creates tailored customer experiences with this High Touch Renewal Blueprint.
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