CS Technology

A place to discuss the tech being utilized in CS

Is anyone using Loom?

Bridget Lamb 1 view 15 comments 0 points Most recent by Will Gilmore July 2020
Are you using Gong, Chorus.ai or something similar? I need your advice! Please.

Will Pagden 1 view 12 comments 0 points Most recent by Will Pagden July 2020
Client-Facing Education

Alex Turkovic 1 view 7 comments 0 points Most recent by Samma Hafeez July 2020
To DM or not to DM?

Daniel Sonnenschein 1 view 27 comments 0 points Most recent by Will Pagden July 2020
Pre-Sales Customer Success to Tech Handoff

Tanuj Diwan 1 view 6 comments 0 points Most recent by Tanuj Diwan July 2020
Chat bots to proactively engage with your users

Jeffrey Nadeau 1 view 7 comments 0 points Most recent by Sidd July 2020
Moving from reactive to proactive

Vasu 1 view 6 comments 0 points Most recent by Vasu July 2020
I'm looking to survey some Customer Success leaders about their CS platforms and key operational goa

Kevin Mitchell Leonor 1 view 1 comment 0 points Most recent by Akanksha Gulati July 2020
Documentation / Knowledge base for clients

Thomas Hussenet 1 view 3 comments 0 points Most recent by Thomas Hussenet July 2020
Time AND deliverables tracking tool

Thomas Hussenet 1 view 2 comments 0 points Most recent by Sara Bochino June 2020
SalesLoft for CS Outreach?

Mike Doherty 1 view 2 comments 0 points Most recent by Sham Sao June 2020
Asking for referrals from end-users

Marijn Verdult 1 view 5 comments 0 points Most recent by Paul Giovacchini June 2020
Tools and headcount?

Scott Hopper 1 view 16 comments 0 points Most recent by Shaun Porcar June 2020
How much does a customer success platform cost? How do we measure the ROI? What is the acceptable RO

Kevin Mitchell Leonor 1 view 2 comments 0 points Most recent by Kevin Mitchell Leonor June 2020
Does your company have any standard operating procedures documents, how is it structured and how doe

Daniel Jiang 1 view 8 comments 0 points Most recent by Kevin Mitchell Leonor June 2020
How are you capturing metrics and analyzing data?

Jeff Breunsbach 2 views 10 comments 0 points Most recent by Ronald Krisak June 2020
What tools are you using to ensure customer facing materials are up to date?

Kevin Mitchell Leonor 1 view 6 comments 0 points Most recent by Thomas Seelbinder June 2020
Does anyone use Dynamics 365 Customer Success Hub? We're transitioning to this platform for customer

Bridget Lamb 1 view 2 comments 0 points Most recent by Chris Jones (CJ) May 2020
Customer Success Transformation Deep Dive - Zoom Meeting

Kristi Faltorusso 1 view 25 comments 0 points Most recent by Willow Moellering May 2020
The business case for introducing technology

Jeff Breunsbach 1 view 4 comments 0 points Most recent by Kristi Faltorusso May 2020
SmartKarrot's recent CSM survey said that 61% of companies surveyed do not use a CSM tool like Gains

Kevin Mitchell Leonor 1 view 7 comments 0 points Most recent by Shaun Porcar May 2020
Using Pipedrive as the CSM tool

Mo Malayeri 1 view 3 comments 0 points Most recent by Thomas Seelbinder May 2020
What are your additional costs per head in CS as it pertains to technology?

Scott Hopper 1 view 2 comments 0 points Most recent by Vijaya Vardhan P May 2020
Which Customer Success focused platform did you choose to invest in and why?

Shaun Porcar 1 view 5 comments 0 points Most recent by Kristi Faltorusso April 2020

Upcoming Events

September 28 Leadership Office Hours
When Thursday, September 28 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…
October 12 Leadership Office Hours
When Thursday, October 12 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…
October 26 Leadership Office Hours
When Thursday, October 26 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…
November 9 Leadership Office Hours
When Thursday, November 9 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 Customer Conference America 2023
Dates: November 14-15 Location: San Jose, CA Special Flash Sale Offer for the Gain Grow Retain community Price: $730 (15% off the price) The Customer Conference is the leading international independent Customer Success event for tech companies that brings together Customer Success practitioners, experts, leaders,…

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