Category: Proactive Solutions

Do You Know Your Customer Health Score?

A female customer success agent understanding a couple's customer health scores

We aim to help you build up customer relationships and improve retention. Our customer health scores help us do so. However, everyone seems to know about customer health nowadays, but can they calculate it? Check out our customer health score calculator and understand how it works! Want a more in-depth customer health score? Sign up… Read more »

Strategies to Improve SaaS Customer Experience

Man and woman looking at computer and discussing strategies on how to improve SaaS customer experience

More and more companies are recognizing and realizing the impact customer experience has on their business. Providing a good customer experience reduces customer churn while increasing renewals, upsells and referrals — which in turn increases overall revenue. 79% of companies that are working to improve customer experience report an increase in their revenue. Delivering an… Read more »

The Golden Rule of Customer Success [Infographic]

Woman talking on phone smiling about customer success

At the center of customer success is the relationship forged between the client and the vendor. When clients and vendors work together for mutually beneficial outcomes, there will be a decrease in customer churn and an increase in upsell opportunities. So how does one establish customer success? Look no further than the Golden Rule: Treat… Read more »

Customer Health Scores: The Mistake in Customer Success

Man and woman discussing customer health scores

If you work in customer success, you know that anything can go wrong, on any given day, and no contract is a done deal until the dotted line is signed. Even the best customers can be wooed by deals offered by your competitor. As a leader in customer success, it’s important to catch clients before… Read more »

How Technology Is Changing Customer Success Management

man sitting at his desk with headphones working on his computer

In today’s world, the customer rules all. You’ve heard “the customer is always right,” and although this isn’t the entire truth, it does hold some validity. If your customers aren’t happy, your business fails. If their journey through becoming a buyer and a loyal brand advocate is disrupted, it could result in the loss of… Read more »

7 Important Customer Success Metrics For SaaS Companies [Infographic]

work colleagues discussing customer success metrics

Many business models depend on subscriptions and renewals. Their long-term growth is tied directly to customer’s success in their product usage. Customer success departments are becoming the epicenter of a SaaS business’s health. Investing early in this function can have a big impact on your customer success. Take a look below to learn about the… Read more »

5 Modern Cross-Selling Techniques to Implement Now

two professionals laughing selling

Salespeople aren’t the only ones closing deals these days. Customer success managers’ (CSMs) roles are focused on helping customers, which in turn creates loyalty and a more successful business. Customer Success professionals can help their companies succeed even more by cross-selling and upselling. Companies put cross-selling and upselling strategies into effect to increase the sales… Read more »

Genius Ways to Use Customer Success Formulas

customers success formula team writing white board

For any business to be successful they have to have clients, right? And to get these customers you need a good product or service that convinces people to use it over your competition. Once your team has accomplished that, it’s time to turn it over to the Customer Success Team. Their job is to proactively… Read more »