Category: CCO

All Resources> TEMPLATE Customer Success Platform RFP Template Share: Choosing the right Customer Success software is a sure way of supporting your Customer Success team’s move from a highly reactive mode into being more proactive. […]

All Resources> GUIDE  How to Use Hubspot as a Customer Success Software? Share: Investing in Customer Success Software like HubSpot can be one of the most remarkable decisions you make in your customer success journey.  […]

All Resources> GUIDE  Assess your Customer Success Technology needs! Share: Here’s an interactive assessment to assess your customer success management system needs. Download this assessment to help you decide the following… Which CSM System you […]

All Resources> GUIDE  Multi-faceted CSM Model Share: If you are in the process of building your customer success team, these slides will provide you with tips on how to improve your current capacity planning and […]

All Resources> GUIDE  Building a Customer Success Program in Early-Stage Start-ups Share: Early-stage Startups are always focused on growth, but to retain customers, they need to invest and start building a Customer Success Program to […]

All Resources> TEMPLATE Customer Onboarding Tech Stack Assessment Slide Deck Template Share: To accomplish your team’s goals, every Customer Success tool you use should help you to be successful. But how do you determine the […]

All Resources> GUIDE  Account Manager vs. Customer Success Manager Share: Time for Career Change? Find out how to transition from Account Manager to Customer Success Manager! Changing roles from an Account Manager to a Customer […]

All Infographics Four Key CSM Role Profiles you want to hire for! [Infographic] Download × Share this Infographic On Your Site: Copy Code Embed code copied to clipboard! A Customer Success leader is in a […]