ChurnZero

DECEMBER 19, 2024

Theyquestion the status quo, and relentlessly pursue their customers’ success, using ChurnZero software to power their initiatives and achieve breakthrough results. We’re delighted to introduce the winners of the 2024 ChurnHero Awards for customer success! Here’s who they are, and how they did it.

Customer Success 52

Customer Success Scale Underperforming Technical Team Innovation 52

User Pilot

APRIL 6, 2023

A powerful AI tool can be the perfect companion to your customer success platform. In this article, we will explore: How to leverage AI tools for customer success and retention. How can customer success managers address the challenges and concerns around AI when it comes to providing a better user experience?

Customer Success 98

Customer Success AI ChatGPT Management 98

User Pilot

JANUARY 11, 2024

Once you’ve got all the data you need, you’ll also need to perform KYC (know your customer) verification to achieve regulatory compliance. The customer understands the importance of KYC and is ready to proceed. Use customer surveys to improve onboarding. Requesting only necessary information.

Onboarding 105

Onboarding Payment Services Customer Success Payment Solutions 105

ChurnZero

OCTOBER 22, 2021

Customer Advocacy: How to Get Your Customers and Customer Success Team Invested. But as you acquire more customers, you’ll no longer be able to passively manage these lead and brand-building sources. ChurnZero virtual RYG panelists included: Nicole Barker , Head of Customer Success at Conductiv.

Customer Success 96

Customer Success Investment Systems Review Technical Review 96

ChurnZero

JANUARY 26, 2021

A J oint Success Plan is a simple but powerful tool for outcome-based customer success management. It’s designed to help solution providers align with their customers’ business goals and objectives. Customer success continues to evolve as a practice within companies that enjoy recurring revenue models.

Customer Success 98

Customer Success Sales Recruiting Sales Hiring Management 98

SaaStr

OCTOBER 15, 2019

So one place would be in your customer success organization. We were doing more customer support, less customer success. It was less about making sure that customers were happy and individually reaching out to them. So that means retooling your customer success organization. Thanks Allie.

Underperforming Technical Team 218

Underperforming Technical Team Sales Hiring SMB Enterprise 218

Intercom, Inc.

MAY 24, 2018

In practice, that means an experimentation model is applied to all marketing activity, from content and demand generation all the way down to brand. One of our first products was a Watchlist API, which is for OFAC compliance. Enabling customer success. We brought true customer success on a little bit too late.

Data 182

Data Scale Underperforming Technical Team Sales Hiring 182

FastSpring

MAY 20, 2024

Brad was able to see where FastSpring was making those investments, as product updates rolled out and as future timelines and roadmaps were shared with Stardock by their Customer Success Manager, Danica. Tax compliance, include calculation, collection, and remittance of VAT and sales taxes.

SaaS Payments 158

SaaS Payments Payments Merchant Services Payment Solutions 158

SaaStr

JANUARY 6, 2023

In this session, Attentive Co-founder & CEO Brian Long walks through some of the lessons learned at Attentive on their path to over 5,000 customers in 5 years. He’ll dig into real-world examples for reducing friction in sales, product, and customer success.

Enterprise 130

Enterprise Sales Funnel Innovation Branding 130

Chart Mogul

DECEMBER 15, 2020

That’s why we are happy to share with you our brand new SaaS Acronyms Cheat Sheet ( PDF download ). SaaS finance acronyms Hiring and people operations terms Technology acronyms Negotiations and contracts Security and compliance Sales and marketing Customer success. We hope you find the cheat sheet useful.

Sales Hiring 98

Sales Hiring SaaS Finance compliance 98

FastSpring

JANUARY 27, 2022

This score then determines how we’ll manage the relationship through onboarding and customer success, including whether they need further education on the benefits of marketing attribution or more advanced advice on how else our product can bring operational and strategic improvements across their business.”. Highlight self-service.

Merchant Services 146

Merchant Services Payment Services SaaS Payments Payment Solutions 146

User Pilot

JULY 21, 2024

Reporting and customization. All plans get engagement reports, weekly digests, and custom branding. Custom CSS is available only to the Growth and above. Reporting, Targeting & Customization. Starter gives access to customized branding, engagement reports, and weekly digests. Integrations.

Technical Review 104

Technical Review Pricing Software Review Enterprise 104

Payrix

APRIL 2, 2024

However, while certain services, like PCI compliance, are universally essential, others may vary in relevance across different verticals. So that’s where marketing led initiatives are going to generally help you get out in front of your customers, create the mindshare, the awareness, so that you can then use a customer success team.

Payments 124

Payments Embedded Payments Merchant Services Payment Services 124

User Pilot

JULY 6, 2023

1 – Userpilot Userpilot is a customer success platform with the ability to create, design, and trigger in-app surveys , either from scratch or by using any of the multiple templates available. We know it’s perfect for customer success and product marketing because we built it for it. HIPAA compliance and SLA.

Payment Solutions 98

Payment Solutions Payment Methods Software Review Payments 98

SaaStr

AUGUST 7, 2020

We were really impressed with her and she ended up becoming one of your… I kept saying, “You need to hire her,” and she became one of your customer success managers, if I recall. This is something I wanted to learn from you in the enterprise is brands. I think one reason is you have this trusted brand.

Payment Solutions 215

Payment Solutions Pricing Payments Payment Services 215

User Pilot

APRIL 29, 2024

To create tooltips with Userpilot, you need to customize the design to match your brand, optimize your product copy with our AI writing assistant , and select your target audience with the help of segmentation. This means that you’ll still need assistance from developers if you want to create a branded experience.

Software Review 105

Software Review Scale AI Mobile 105

Stax

MARCH 18, 2025

A key challenge is localizationadapting the product, marketing messages, and customer support to different languages and cultural expectations. Compliance with international industry regulations for sensitive data, such as GDPR in Europe or CCPA in California, is another critical factor.

Scale 117

Scale Payment Services Payments SaaS Payments 117

SaaStr

JULY 2, 2019

The sales organization, and the customer success, the CSMs, and professional services team makes up a meaningful percentage of the overall company at Slack right now. We’re about 13 or 1400 employees, and a good portion of us are in sales and customer success. Kevin : Three years later, we’re grateful.

Enterprise 168

Enterprise Scale Sales Hiring SMB 168

Sales Hacker

APRIL 1, 2025

The GTM Podcast is available on any major directory, including: Apple Podcasts Spotify YouTube Hayden Stafford is the President and Chief Revenue Officer (CRO) at Seismic, where he oversees the global go-to-market (GTM) organization, including pre-sales, sales, customer success, services, partners, and more. He was brand new.

Scale 64

Scale VP of Engineering Outsourcing Services Enterprise 64

User Pilot

APRIL 30, 2024

Note that the first prompt in your walkthrough is your branding and customization environment. Choose from various colors, fonts, and other design elements to create a walkthrough that matches your brand. Extensive customizations : Customize the colors, font, and overall feel of your in-app messages to match your brand style.

Software Review 102

Software Review Systems Review Technical Review Onboarding 102

User Pilot

APRIL 3, 2024

Enterprise : Custom pricing. Includes everything in growth, plus custom roles and permissions, premium integrations, SAML SSO and activity logs, priority support, and security audit and compliance. DataBox DataBox stands out for its intuitive design, emphasizing ease of use, flexibility, and customization.

Scale 104

Scale SaaS Mobile Data Analysis 104

User Pilot

MAY 1, 2024

Growth : The Growth plan starts at $749/month and includes features like resource centers , advanced event-based triggers, unlimited feature tagging, AI-powered content localization, EU hosting options, and a dedicated customer success manager. Resource center. Source: Zendesk.

Engagement 105

Engagement Social Media Artificial Intelligence AI 105

SaaStr

NOVEMBER 19, 2019

Some compliance factors had added fuel to our fire in terms of more people wanting to adopt. We had a brand problem if you will. All of that has really helped us again, as a brand that a known entity within the system, within our industry. Heidi Jannenga: As I mentioned before, we were boot strapped. We started building in 2006.

Scale 186

Scale SMB VP of Engineering Leadership 186

Sales Hacker

APRIL 21, 2022

Sales needs to collaborate with the marketing team to figure out how to attract enterprise customers. From there, the marketing team can build a brand that resonates with bigger companies, and run account based marketing programs. Enterprise customers require a certain level of care and whiteglove service implementation.

Sales Hiring 104

Sales Hiring Marketing SaaS SMB 104

User Pilot

MARCH 29, 2023

Userflow is a code-free digital adoption platform that enables product, marketing , and customer success managers to build onboarding flows and collect user feedback via in-app surveys. Its target customers are small and medium-sized SaaS companies. U serflow: What is it and what features does it offer? Userflow NPS dashboard.

Software Review 98

Software Review Underperforming Technical Team Technical Review Onboarding 98

Upscope

JANUARY 5, 2020

For some folks it’s mainly a messaging exercise, while others associate it very closely with branding. It’s the underpinning of your go-to-market strategy and impacts everything from marketing to sales, to customer success and the product itself. It’s how you differentiate your brand in the mind. Why is this so important?

Strategy 128

Strategy Marketing Sales Hiring Engineering 128

Kellblog

JANUARY 3, 2022

Hire a few other staff like in functions like customer success, support, and services to support the team. Maybe you think you learned not to hire junior sales reps, that reps need a proper level of supporting staff, and that customers like to get demos in their native language? But you knew that already, too.

Sales Hiring 135

Sales Hiring Scale Consulting Leadership 135

User Pilot

NOVEMBER 29, 2023

It’s essential to choose product research tools that can provide the right insights for your business objectives, deliver high-quality data, are customizable, are easy to use, integrate with your tech stack, and offer great customer support. Userpilot brings more than the ability to trigger NPS surveys inside your app for research.

Strategy 104

Strategy Scale Outsourced Development Market Research 104

User Pilot

MAY 8, 2024

In-app messaging tools are powerful communication channels that improve app retention and enhance brand loyalty. Growth : The Growth plan starts at $749/month and includes features like a resource center, content localization , a dedicated customer success manager, and unlimited product analytics.

Engagement 105

Engagement AI Search Software Review AI 105

User Pilot

FEBRUARY 15, 2023

Resource center offering self-service support for your users (easy to customize to match your branding and different help guides, like video, in-app flows triggers, chat, feedback). Our Customer Success Manager has been attentive, engaging and truly helpful… Cornelia, you’re amazing! Userpilot UI patterns.

Software Review 98

Software Review Management Systems Review SaaS 98

User Pilot

APRIL 16, 2025

It helps customers find answers independently, so technical writers and customer success teams reduce repetitive questions and save time for more complex tasks. That offloads routine tasks from your customer success or support agents, giving you more bandwidth to tackle strategic product improvements.

AI Search 52

AI Search Software AI Technical Support 52

User Pilot

FEBRUARY 28, 2024

Because Pendo is a no-code product adoption platform, your product marketers and customer success managers won't be bottlenecked by an overreliance on engineering resources. Custom themes. It's worth noting that you'll only be able to customize themes after installing the Pendo snippet. Flexible dashboards.

Software Review 105

Software Review Engagement Technical Review AI 105

Intercom, Inc.

DECEMBER 21, 2021

In this episode of Inside Intercom, our Director of Brand Marketing Sarah Tran had the honour of sitting down with Amanda for a chat about how governments can leverage technology to build better services and empower its citizens. “There’s so much knowledge in notes from customer success, quarterly business reviews, and conversations.

VP of Engineering 118

VP of Engineering Technical Review Scale Outsourcing Services 118

FastSpring

NOVEMBER 9, 2023

Preparation is the key to providing your customers a positive experience during this peak sales season. Remember that this visit on Cyber Weekend will begin the impression that customers have of you and your brand throughout their customer journey. It is NOT a PDF invoice delivered electronically.

Payment Methods 78

Payment Methods Customer Support Payments SaaS Payments 78

User Pilot

SEPTEMBER 21, 2023

Improve customer experience and satisfaction : Analyzing user behavior helps you fine-tune your product to meet user needs. This results in a more satisfying customer experience, leading to higher overall satisfaction and loyalty to your brand. Userpilot pricing. Hotjar’s pricing.

Payment Features 105

Payment Features Customer Lifetime Value User Experience Churn 105

User Pilot

AUGUST 6, 2023

That is why companies use in-product communication , email newsletters, support calls, live chats, and social media channels to ensure that customers get a seamless experience. TL;DR Creating an omnichannel experience comes down to ensuring consistency and integration across all channels that customers use to engage with your business.

Investment 97

Investment Banking Social Media Customer Lifetime Value 97

User Pilot

NOVEMBER 25, 2023

Heap pros As a cutting-edge digital insights platform, Heap offers several valuable features for product developers, marketers, and customer success teams. Pro – Tailored for enterprise businesses with robust security and compliance requirements. It’s particularly valuable for B2B companies and helps minimize churn.

Retention 85

Retention Software Review Technical Review Scale 85