In our Resources section you’ll find:
A variety of worksheets, webinars, white papers and more, all designed to help you understand your clients and prospects better and find the tools to improve your ability to help them succeed.
Featured Whitepaper
Finding a VoC Solution thats Just Right
Just as Goldilocks had a hard time finding things that were Just Right, B2B companies continually struggle to find software that meets their needs and falls within their budget. In…MORE >
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-- Article --The Importance of Collecting NPS and Gathering Feedback for the Product Team
Written by Mark Pecoraro Product teams have many different ways to get input on product direction: strategic direction set by the Board/CEO, sales requirements (that next BIG deal), market…MORE >
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-- Article --Aligning Customer Success With Customer Experience Company-Wide
On June 19th, 2018, a few of us Waypointers attended the inaugural Customer SuccessCon Denver, hosted by Mikael Blaisdell’s Customer Success Association. Our own Steve Bernstein was joined by Paul…MORE >
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-- Article --What to do when you spend all your time on Customer Success, yet you don’t have time for Customer Success
When I work with Customer Success teams to embed proactive processes to strengthen customer relationships, concerns raised are typically centered on, “I don’t have time for that.” When I dig…MORE >
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-- Article --You are responsible for Customer Success, but are you driving Customer Success?
I recently wrote about the importance of leading indicators to improve customer retention and expansion rates in B2B environments. Waiting for financial results is too late; it behooves every company…MORE >
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-- Article --Medallia Experience 2018 Recap
From May 14th – 17th, Medallia set up shop in Long Beach, California to put on their annual conference, Experience. For four days, the biggest brands, the brightest minds, and…MORE >
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-- Article --The Power of Leading Indicators in Customer Success: Here’s What To Measure
This article discusses the steps and necessary metrics to drive account retention and expansion: Common issues facing Customer Success (CS) teams How to resolve and prevent those issues The process…MORE >
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Joint Success Plan Template
You need customer feedback to be sure you are working on the right things that will strengthen customer relationships and drive expansion opportunities. This template provides the basis for engaging…MORE >
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-- Article --Is NPS Right For Your B2B Company?
NPS can be quite controversial. I’ve come across many that feel NPS isn’t right, especially in B2B environments where there are multiple persona in any given account, many touchpoints, and…MORE >
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-- Tool/Template --Use Cases – Who Needs TopBox
The best Customer Success strategies impact every department. Practically everyone with your company needs customer feedback data to understand whether goals are being met and why. The following roles benefit from these account & contact-level…MORE >
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-- Tool/Template --Customer Success & Financial Linkage
How much revenue is at stake? Customer Success & Financial Linkage FTW. View your customer sentiment in terms of revenue. The top bar graph shows the average amount of money spent by…MORE >
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The “Silver Bullet” to Customer Health Scoring
Announcing our latest research-driven whitepaper: The “Silver Bullet” to Customer Health Scoring B2B companies are looking for smart ways to accelerate profitable growth through improvements in customer retention and expansion….MORE >
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Q: What do The Matrix, Princess Bride, Elephants, and Snakes have to do with Customer Success?
A: They all articulate the challenge of Business-to-Business work. Let me explain… You keep using that word… I do not think it means what you think it means. There is…MORE >