Customer Success Resources
Informative and educational content about all things Customer Success.
eBook
Data-Driven Customer Success Management
Customer Success Management stands to reap tremendous benefits from data-driven technology. Learn how CSM teams can leverage their data to predict customer behavior, streamline the customer journey, and uncover actionable insights.
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.
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.
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.
Case Study
Appcues Manages Customer Success Using Data-Driven Insights
Appcues wanted comprehensive insight into customer health and key Customer Success metrics. Learn how the Appcues team uses customer data to make better decisions about priority and next steps.
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.
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.
