Best Practices
Resources to build your customer success business
Best Practices
COVID-19 Crisis Customer Engagement Plan and Playbooks
Keep your customers close by following the steps in our customer engagement plan.
Best Practices
Customer Success In Time Of Crisis
It’s more important than ever to focus on your customers’ success. Why? Because amidst this crisis, and for the near future, customer acquisition is and will be nearly impossible.
Best Practices
Customer Success Metrics You Should Track
Tracking customer success metrics is the key to customer loyalty and happiness.
Best Practices
Conferences & Events Cancelled Due To The Coronavirus
The COVID-19 or coronavirus disease has already had wide-ranging effects on the tech industry, including store closures, production shortages, and manufacturing delays. Its latest victims seem to be conferences and events scheduled in the following months.
Best Practices
Announcing our Hubspot And Custify Integration
We are excited to announce that Custify is now fully integrated with Hubspot. Our 2-way-integration allows users of Hubspot to synchronize their customers to Custify with just one click.
Best Practices
15 Customer Success Courses Every CS Manager Needs To Take
Whether you’re planning to start a new career in customer success or upgrade the skills and knowledge you already have on the subject, there are plenty of customer success courses out there that can help you achieve just that.
Best Practices
A New Way to Look at Customer Interactions
When to have a meeting, when to send a message, and when to automate - choosing the right touchpoints is always difficult process.
Best Practices
A SaaS Business’ Guide To Building Customer Success
Everyone knows the importance of having a sales team or a marketing team. But what about a customer success team?
Best Practices
The Role of User Onboarding in Customer Success
In order for your customers to succeed, they must learn what your product does, how it impacts them, and which of their problems it can solve; in short, they must be on board.
Best Practices
9 SaaS Customer Success Experts Reveal Their Best Advice for 2020
If you're like many SaaS Customer Success professionals we know, you're probably deep in 2020 planning.
Best Practices
Want a Better Customer Experience - Align Customer Success and Marketing
Custify Insight: So what separates the two? Are customer success and customer experience really the same thing? Or are there differences that differentiate them?
Best Practices
Best Practices for SaaS Lead Nurturing in 2019
SaaS Lead Nurturing is the process that bridges the gap between a sign-up and an active, paying user
Best Practices
Using the Golden Rule to Drive Great Customer Success
Any child can tell you the Golden Rule: treat others as you wish to be treated yourself.
Best Practices
The Importance of Customer Success Documentation
Effective customer success documentation helps your customer success managers (CSMs) work faster, better, and with less confusion.
Best Practices
How to Hire a Customer Success Manager the Right Way
We’ve put together a list of seven things you can do to make sure you hire a great CSM. It’ll help you put together a team of talented customer success professionals.
Best Practices
Announcing the Segment and Custify Integration
We are excited to announce that Custify is now integrated with Segment.
Best Practices
Connect to your data in Segment
Custify offers you the ability to sendgulp build info to our system through Segment.com
Best Practices
Custify Churn Calculator
Want to calculate your churn and play with your numbers? Let's analyze your current situation against versus your projection and see where your numbers end up
Best Practices
7 Proven Customer Success Tactics to Improve Your Customer Experience
You know that customer success is crucial for your company. But now you need to figure out how to actually do it. And that can be difficult.
Best Practices
SaaS Pricing Strategies and How To Pick One
Deciding on a pricing strategy for a SaaS is often not as easy as it looks. Most products have a fixed price and a simple pricing strategy.
Best Practices
How to Set Up Your CRM for Customer Success
Of all the pieces of software your company uses, customer relationship management (CRM) software might be the most important. This is especially true for customer-success-focused companies.
Best Practices
Create a Standout Customer Experience With Better SaaS Onboarding
After your sales and marketing team have done their jobs, you come to the first step of customer success
Best Practices
Segment Your Customers for More Effective Customer Success
It might seem strange to put your customers into groups when customer success is built on individual, personalized outreach.
Best Practices
The Ultimate Guide to Customer Success for SaaS
Customer success (CS) is becoming an increasingly important part of the SaaS field. In fact, it’s an important part of business in general.