Customer Success Resources

Informative and educational content about all things Customer Success.

Ebook

Customer Success Management Solutions

Learn how CSM software helps SaaS businesses automate the collection of key customer data, identify which accounts need attention, and improve best-practices for Customer Success.

 

Ebook

Customer Analytics that Drive Success

Customer Success Managers need to understand the engagement of their customers and the effectiveness of team processes. Learn how customer analytics can help CSMs improve their products and internal workflows.

 

Ebook

Effective Onboarding with CSM Solutions

A successful SaaS onboarding paves the way for retention, renewal, and the possibility of expansion and upsell in the future. Learn how to create a measurable onboarding process that maps out a clear path to value.

 

Ebook

Predictive Analytics: a Primer for CSMs

Learn how predictive analytics can help make Customer Success teams more effective and productive, how machine learning technology works, and what to look for in a CSM solution with predictive capabilities.

 

Customer Success Roles and Metrics - Survey Results

Survey Results

Customer Success Roles and Metrics

Over 100 Customer Success professionals shared insights about their roles and key performance metrics. We gathered the data and asked Mikael Blaisdell of the Customer Success Association to comment on the results.

 

SPREADSHEET

Customer Success Tech ROI Calculator

Need to make the case for Customer Success technology in your organization? Use this handy Excel spreadsheet to calculate the Return on Investment of Customer Success solutions like Natero for your business.

 

Webinar

The Role of the Customer Value Review

How will you prove your value and justify your Customer Success budget to your senior management team? Watch this presentation featuring Mikael Blaisdell, Executive Director of the Customer Success Association.

 

WEBINAR

Customer Success Management Challenges

Feel like you are constantly stuck in firefighting mode? You’re not alone. Watch as Nils Vinje and Dan Gamito of Glide Consulting discuss four common themes that can plague even the best Customer Success teams.

 

CASE STUDY

How 7Geese Uses Natero to Improve Customer Retention

7Geese wanted to improve customer retention, but they lacked actionable insight from their customer data. Learn how the 7Geese CSM team used Natero to turn their customer data into proactive tasks for reducing churn.

 

Natero in 90 Seconds

See how our software separates signals from the noise, ensuring your Customer Success team is focused on the right accounts, at the right time, with the right information.