In the past 2 years as a CS, I have been struggling with creating an efficient and simple onboarding process for our new clients. SaaS B2B platforms can be very intimidating at first and look very complicated to use. Like all companies, we put a lot of effort to hook up new clients. Our duty as CS managers is to help our…
I recently had an incredible experience with Calendly. This got me thinking... Does anyone else do this? Look in their database for "wins" like this - finding duplicative payments, or accounts, and auto-merging them? Seems like low-hanging fruit for a big impact on customer experience. Curious to learn about more example…
Hello dreamteam, I hope you are all going well ! I am wondering if a specific workflow exists when it comes to running change management for a new customer. Once the implementation and onboarding are done (meaning the sponsor understand, believe and can defend our product), how can we get started when it comes to change…
Hi everyone, I really appreciate being a member of this community and I enjoy reading about all of these topics every day. So, we are planning to use Intercom chat and we were thinking that every CSM should add a profile photo. Although, some CSMs mentioned something which I found valid, and this is that they don't want to…
GGR Live: Boston | Scaled Customer Success | June 7 Effective Strategies to Reduce Cost via Scaled Customer Success In a time where “doing more with less” is top of mind for leaders, come together with your peers to discuss effective strategies and best practices to scale and meet your organizational goals without…
When Thursday, June 8 11:00am - 12:00pm EST Who Customer Success Leaders who are building and scaling at B2B SaaS companies What * learn from each other in breakout room discussions * talk about Doing More with Less * sign up for specific dates or the whole series Expand your network and leave with one new idea to…
THE VAULT: Secrets of CS Leaders "Doing the right things" Its a cliche as old as time — “doing more with less” — we'd rather think about it as "doing the right things". Every business is different and every customer success leader has different challenges - but do we really? Join us in THE VAULT for an evening where…
When Thursday, June 22 11:00am - 12:00pm EST Who Customer Success Leaders who are building and scaling at B2B SaaS companies What * learn from each other in breakout room discussions * talk about Doing More with Less * sign up for specific dates or the whole series Expand your network and leave with one new idea to…
When Thursday, July 6 11:00am - 12:00pm EST Who Customer Success Leaders who are building and scaling at B2B SaaS companies What * learn from each other in breakout room discussions * talk about Doing More with Less * sign up for specific dates or the whole series Expand your network and leave with one new idea to…