ClientSuccess Blog
Learn how customer success leaders are making positive organizational impacts, solving real business challenges, and building cultures of customer success.
New posts each Tuesday and Thursday.
Customer Success Webinar: How to Nail Onboarding and Adoption – Learn 3 Fresh Perspectives from Peers Like You
This customer success best practices webinar hosted by ClientSuccess will share with you three fresh perspectives on customer onboarding and adoption. Join three exceptional customer success leaders: Erica Newell from Marketware, McKayl Bergman from Lucid Software, and Sam Feil from ClientSuccess, as they present best practices to succeed with customer onboarding and adoption. This customer […]
CSM from the Trenches: Mentors – McKayl Bergman; Head of Lucidpress Customer Success
For those just joining our blog series CSM from the Trenches, welcome. This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. Being on the CSM frontline allows us to directly influence the success of our clients. I love that; as our clients […]
A Customer Success Conversation with CS Veteran Mark Pecoraro
At ClientSuccess, we value candid conversations with Customer Success leaders that have unique experiences and varying viewpoints on the world of Customer Success. This week, we’ll showcase one such conversation with expert Mark Pecoraro, advisor to many B2B SaaS companies all of which have cultures of Customer Success. What led Mark into Customer Success? Since […]
CSM from the Trenches: Mentors – Erica Newell; Manager, Client Development; Marketware
For those just joining our blog series CSM from the Trenches, welcome. This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. Being on the CSM frontline allows us to directly influence the success of our clients. I love that; as our clients […]
ClientSuccess & GDPR
Our commitment on the upcoming EU Data Regulation. At ClientSuccess, we’ve been working hard to prepare for EU General Data Protection Regulation (GDPR), to ensure that we fulfill its obligations and maintain our transparency about customer messaging and how we use data. Here’s an overview of GDPR, and how we’re preparing for it at ClientSuccess: […]
CSM from the Trenches: Mentors – Matt Evans, Director of Customer Success, Grow
For those just joining our blog series CSM from the Trenches, welcome. This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. Being on the CSM frontline allows us to directly influence the success of our clients. I love that; as our clients […]
3 Essential Pre-onboarding Principles: Part 3 of 3 – Identify Key Individuals, Influencers, and Contacts
For those just joining our blog series CSM from the Trenches, welcome. This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. Being on the CSM frontline allows us to directly influence the success of our clients. I love that; as our clients […]
CSM from the Trenches: Mentors – Rachel McElwain, Head of Customer Success, tend.ly
For those just joining our blog series CSM from the Trenches, welcome. This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. Being on the CSM frontline allows us to directly influence the success of our clients. I love that; as our clients […]
3 Essential Pre-onboarding Principles: Part 2 of 3 – Ensure Customer Onboarding Readiness
For those just joining our blog series CSM from the Trenches, welcome. This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. Being on the CSM frontline allows us to directly influence the success of our clients. I love that; as our clients […]
The New Ultimate Question for Customer Success and SaaS
There seems to be rigorous debate in the SaaS customer success space about the value of measuring customer satisfaction through various survey methodologies, whether CSAT, NPS or CES (customer effort score). While each of these methodologies have their merits, I believe there’s a better question to ask, maybe the ultimate question every SaaS (or subscription) […]
3 Essential Pre-onboarding Principles: Part 1 of 3 – Develop, Document, and Strengthen Customer Lifecycle Plans
For those just joining our blog series CSM from the Trenches, welcome. This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. Being on the CSM frontline allows us to directly influence the success of our clients. I love that; as our clients […]
CSM from the Trenches: Mentors – Jesse Brightman, Head of Customer Success, stensul
For those just joining our blog series CSM from the Trenches, welcome. This series, now a community for frontline Customer Success Managers (CSMs), discusses trends, best practices, and advice that can help the frontline. Being on the CSM frontline allows us to directly influence the success of our clients. I love that; as our clients […]