The next generation of customer success: Four key behaviors of leading customer success (CS) teams

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The current enterprise B2B climate is characterized by fierce competition, complex stakeholders, and an urgency to exhibit end-to-end value to customers and businesses. Organizations focusing on retention and expansion by leaning into their CS teams as key C-suite partners are proving to be leaders in their industries. Industry research shows that the most effective customer success teams steer businesses through these changing environments by leading with business growth, operating with customer results in mind, using product adoption and feedback to drive advocacy, and embracing integration.

Download "The next generation of customer success: Four key behaviors of leading customer success (CS) teams" to uncover the latest insights and research defining how CS teams increase business impact.

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Successful Customer Onboarding

01

Identify Key Performance Indicators for Onboarding

02

Put the Right Processes in Place

03

Get Visibility Into Customer Status

04

Complete Key Milestones Within a Desired Timeframe

05

Create Just the Right Program to Drive Adoption

06

Analyze Bottleneck Reports

07

Create a Usage Report and Adoption List

08

Measure Onboarding Results

09

Perform Regular Check-ins with Customers

Successful renewals & Upsells

01

Motivations for Renewal

03

Getting Customers to Renew

03

Expanding the Relationship with Upsell

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