Customer Success Meeting Onboarding 
Nutshell
MARCH 25, 2024
Regardless of your business type or industry, a well-thought-out and structured client onboarding process is the secret to long-term customer retention. It’s where the rubber meets the road, and the initial relationship you’ve built with your customer before their purchase is put to the test. Find out here.
Help Scout
SEPTEMBER 24, 2021
Since there are multiple, distinct steps in the customer journey , some companies choose to separate these steps and have them managed by separate roles: The sales team handles pre-sales. A customer onboarding specialist manages onboarding. A customer success specialist owns lifecycle management.
Zendesk
APRIL 1, 2022
The band members face the audience, delivering an experience that creates loyal fans—similar to how your customer success managers (CSMs) work with your customers one-on-one. Customer success operations (CS Ops) is the behind-the-scenes crew that helps customer success managers excel at their jobs.
Insightly
JULY 23, 2023
Customer success (CS) is a commonly-used phrase in business today, often confused with customer experience and customer service. Customer service is responding to customer needs and concerns via various communications channels such as phone, chat, email, and forums. This can also be called customer support.
Zendesk
OCTOBER 13, 2023
So too can businesses create their own playbook and implement it into their customer success strategy. Customer success playbooks provide step-by-step instructions that outline the best practices for achieving specific goals. What is a customer success playbook? What is a customer success playbook?
Zendesk
NOVEMBER 1, 2021
How are customer success and customer experience different? Though they’re both customer-centric roles, customer success and customer experience teams perform distinct functions. What is the difference between customer success and customer experience? Customer success teams.
Help Scout
SEPTEMBER 21, 2021
The first named customer success group was created in 1996. While the original driver for the role was to grow relationships and increase revenue, the customer success specialist job description has changed quite a bit since then. Learn from those examples, and apply the elements that fit for your team and situation.
Expert insights. Personalized for you.
127 
Let's personalize your content