The Custify Blog

Resources to build your customer success team & strategy.

Best Practices

How to Optimize SaaS Sign Up Flow To Increase Conversions

Learn how to create your SaaS sign up flow and efficiently optimize it based on your business model in order to increase your conversion rate.

Best Practices

How to Identify and Optimize Customer Touch Points?

See how customer success tools can be extremely helpful in identifying and optimizing your customer touchpoints for SaaS businesses.

Customer Success

Understanding What Customer Success Vectors Are and Why You Need to Ditch Your KPIs

Learn about customer success vectors and how they help you understand where your customer’s experience is heading compared to where they expect it to go.

Best Practices

6 Ways Your B2B Business Can Establish Trust with Your Prospects

Establishing trust with prospects is essential for any B2B business. Learn the best methods to adapt your marketing to boost sale opportunities and brand awareness.

Customer Success

What Is a Customer Success Representative & Why Do You Need One?

Learn how to ace the customer success representative interview, and what it takes to be the best.

Tools

How to Choose the Best Marketing Automation Software for Your SaaS

The SaaS industry is booming, and competition is getting fierce. It’s predicted that by 2022, SaaS will generate …

Customer Success

The Full Guide to Customer Health Scores

A comprehensive article and free PDF guide to Customer Health Scores: everything you need to know about how to set them up in one place.

Best Practices

How to Run a Gap Analysis for Customer Service & Understand Customer Satisfaction

Want to take your SaaS business to the next level? Here’s how to run a gap analysis for customer service to increase customer satisfaction.

Tools

The 16 Best Product Tour Software to Support SaaS Onboarding | 2024 update

There are many product tour apps & software to pick from. You may already know of Intercom or WalkMe. Check out our list to discover more tools and their features!

Best Practices

SaaS Lead Nurturing – Foolproof Best Practices & How to Do It Right

SaaS lead nurturing helps drive engaging relationships with customers, depending on buyer personas. Here are some foolproof best practices to help you out.

Best Practices

10 SaaS Renewal Best Practices to Drive Subscriber Loyalty

SaaS renewals are essential to maintaining revenue levels. An easy way to drive them is by implementing dunning emails. We’ve got 9 more awesome tips and ideas inside.

Best Practices

Important Ways to Increase Brand Loyalty and Trust with Customer Engagement

Guide on the ins and outs of customer engagement and how you can develop a strategy to increase brand loyalty and trust.

Tools

The 38 Best Customer Feedback Tools You’ll Want to Try | 2024 Updated List

Looking for the best customer feedback tool for your business? SurveyMonkey and UseResponse are just two of many options. Read our list to discover more!

Best Practices

How Customer Success Managers Can Use Support Ticket Data To Better Understand The Customers’ Journey

CSMs must review customer support ticket data to understand how customers are really doing and learn to use that data to improve their customer success activities.

Best Practices

How to Streamline Your Onboarding Process with Live Chat Software

Live chat software is an ideal solution for an effective onboarding process and to accompany your churn rate reduction strategies & drive customer success.

Best Practices

How to Engage Customers with Conversational Text Messaging

Conversational text messaging is a technique of engaging with a contact one-on-one after they replied to a brand’s message. See the benfetits and advanteges of trying it.

Best Practices

How to Thank a Customer for their Business | Tips, Tricks, & Budget-Friendly Ideas

By investing in your business, a customer has given you the responsibility and opportunity to provide excellent service. …

Best Practices

What Happens When SaaS Companies Don’t Meet Investors’ Expectations?

Investors have various areas of focus on the expectations of the SaaS (software as a service) companies they’re …

Best Practices

What’s the Difference Between Customer Loyalty and Customer Retention?

Learn the difference between customer retention and customer loyalty. Don’t just fight decline, but drive business growth.

Tools

The 24 Best Free Live Chat Software Out There | 2024 updated List

We’ve reviewed the best free live chat software & made a list to help you decide on the right choice for your needs. Check out our list!

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