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Customer Success Playbook Tips: Five Proven Tactics

Totango

Customer Success Playbook Strategies: Mapping a Path to Winning Outcomes. A customer success playbook maps out a game plan you can use to automate successful outcomes for your clients. Then we’ll consider the benefits of using success playbooks.

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Be Sure Your CSM Team Has These 5 Playbooks

ClientSuccess

Playbook Vectors by Vecteezy. For customer success teams, playbooks are invaluable tools to help them save time and be more efficient in their customer interactions. Creating these playbooks allows CSMs to build repeatable processes that can help them to do more for their customers.

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Getting conversational: HubSpot’s CEO on a new species of disruptor

Intercom, Inc.

Strong customer relationships are more important than ever for business success, but the old ways of communicating and building relationships with customers are broken. Old communication tools, like email and forms, simply don’t match the ways modern customers want to talk, connect, and receive help.

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3 ways to effectively scale your CS operation

Totango

In today’s challenging economic climate, teams must ensure they are utilizing the right initiatives to protect and grow customer loyalty. Their discussion covered three key strategies for powering up customer success. Do you have a renewal playbook?” But if you haven’t started already, you can begin with the basics.

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Playbooks for Customer Success Promote Satisfied Clients

Totango

When your product directly helps your customers achieve their goals, your brand wins their loyalty. Playbooks for customer success managers help drive processes that promote winning client outcomes. What Is a Customer Success Playbook? Why Do You Need Playbooks for Customer Success?

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How to Bring Agile Innovation to Customer Success

Totango

When you bring agile innovation to customer success , you empower your CS strategy with the latest technology. In this blog, we’ll look deeper at what an agile customer success strategy means and why you can benefit from using one. Then we’ll lay out seven steps to bring agile innovation to customer success.

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Customer Success + Sales = Revenue Retention: Insights from Totango Leaders

Totango

If you asked your customer success (CS) and sales leaders this question, what do you think each of them would say? Revenue retention hinges on the collaborative efforts of CS and sales teams as they collectively shepherd customers throughout the lifecycle journey, from acquisition to retention and expansion.

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