Value Realization

Archives for July 2021

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HubSpot
Hey guys, We use HubSpot as our CRM tool. We are a startup in New Zealand with 20 employees at the moment so I'm still paving the CS path in the business. Does anyone here use HubSpot to manage their Customer Health Scores? If so, I'd love to hear some ideas on different workflows or processes used to help monitor our…
NonRenewal/Churn
Hi! I am currently building a CS program from the ground up. One of the items I have been tasked with is to learn why our customers do not renewal (B2B software with annual renewals.) I am considering outsourcing a call campaign to nonrenewing customers to learn more about the reason for the churn. Have any of you tried…
Handling seasonal usage within a health score
Hello everyone, As we move into the summer months we are seeing our usual seasonal level of usage start to drop, but this has a direct affect on the health score for all our customers. We will get a nice uptick starting in late August going into September when the kids return to school of course. I am wondering if anyone…

Upcoming Events

June 22 Leadership Office Hours
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…
July 6 Leadership Office Hours
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…
July 20 Leadership Office Hours
When Thursday, July 20 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…
August 3 Leadership Office Hours
When Thursday, August 3 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…
August 17 Leadership Office Hours
When Thursday, August 17 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…

Value Realization

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