Customer Success and Retention

Resources to help SaaS companies use Customer Success to retain and upsell customers.

  • Zoe: A How-To Guide for Company-Wide Customer Success

    Zoe: A How-To Guide for Company-Wide Customer Success

    Zoe is a conversational interface that gives access to customer data to any employee and allows them to participate in cross-functional, proactive customer impacts.

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  • Guide to Successful Renewal and Upsell

    Guide to Successful Renewal and Upsell

    Learn best practices for successful customer renewals. Customer success teams can, and must, influence renewal events with proactive and focused programs throughout the entire customer lifecycle.

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  • Totango Enterprise Edition0:52

    Totango Enterprise Edition

    Watch this brief video to learn how Totango can provide deeper visibility into your customer accounts to proactively influence health and predict renewal, churn, and upsell revenue by

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  • Guide to Successful Customer Onboarding

    Guide to Successful Customer Onboarding

    The first 90 days will decide the fate of your implementation. Make sure you are following our best practices to ensure a smooth onboarding for your customers.

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  • The Definitive Guide to Buying a Customer Success Platform

    The Definitive Guide to Buying a Customer Success Platform

    Thinking of buying a Customer Success software solution? This comprehensive guide lays out the 5 "must-have" components to evaluate for your growing SaaS organization.

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  • Top 12 Reasons Customers Churn

    Top 12 Reasons Customers Churn

    Learn the top reasons that customers churn and how you can proactively work to prevent it and increase upsell.

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  • White Paper: How to Map the Customer Journey

    White Paper: How to Map the Customer Journey

    The customer journey starts with your first engagement with a potential customer all the way through renewal and upsell. There are five key steps to charting customer journey.

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  • Making the Customer Journey Work - 3 Critical Processes1:00:20

    Making the Customer Journey Work - 3 Critical Processes

    Do you have a defined customer journey at your company? One major step of customer acquisition and retention improvement is often found by looking inwardly. With a strong customer experience departmen

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  • Customer Success: Going Beyond the Old CRM Model1:00:09

    Customer Success: Going Beyond the Old CRM Model

    Sales, Marketing, and...Customer Success? There’s a new business function that’s growing faster than you think. Over the past few years, a new world of software has been developed to power this pivota

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  • Why Every SaaS Company Needs a Chief Customer Officer57:38

    Why Every SaaS Company Needs a Chief Customer Officer

    Jeanne Bliss, Author of The Chief Customer Officer, will break down how to deliver meaningful customer experiences that drive profitability and growth. It’s not about a point in time; it’s about a pro

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  • Scaling Customer Success with Technology29:03

    Scaling Customer Success with Technology

    Webinar featuring Judith Platz, VP of Research, Customer Success at TSIA and Kaiser Mulla-Feroze, CMO at Totango Whether your team is responsible for Customer Adoption, Retention, or Expansion (or al

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  • Show me the money! Keep and grow customers by proving your ROI29:48

    Show me the money! Keep and grow customers by proving your ROI

    In this webinar, Chief Customer Officer of Totango, Omer Gotlieb, Omer introduces ROI metrics you can track that demonstrate increased revenue and improved productivity.

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  • Land & Expand: How to Increase Revenue with Customer Success45:45

    Land & Expand: How to Increase Revenue with Customer Success

    Part of our Summit On-Demand webinar series. In this webinar, Whitney Hillyer, Director of Customer Success at Bitly shows us how Bitly uses customer success to differentiate and grow their business.

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  • Making Customer Success and Customer Support Work Hand-in-hand33:45

    Making Customer Success and Customer Support Work Hand-in-hand

    Learn how the powerful integration of Customer Success and Customer Support will help your organization: - Deliver insightful, contextual support by knowing how a customer is using your product and th

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  • Transform Salesforce Into a Customer Success Platform57:01

    Transform Salesforce Into a Customer Success Platform

    Salesforce has recently put the spotlight firmly on Customer Success and we couldn't be more thrilled. But what does it mean to have Salesforce as a part of your Customer Success Platform? It means mo

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  • Mapping your Customer Journey: The Organizational Exercise you Must Do

    Mapping your Customer Journey: The Organizational Exercise you Must Do

    Mapping your customer journey allows you to understand exactly the steps...

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  • 5 Ways to Boost Customer Retention42:37

    5 Ways to Boost Customer Retention

    Making sure your customers are engaged and successful is now a must. Watch this webinar to learn 5 strategies that companies like Optimizely, Zendesk and Autodesk use to increase retention.

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  • Three Ways Cotap Improves Productivity with Customer Success45:20

    Three Ways Cotap Improves Productivity with Customer Success

    Webinar presented by Brian Murray, VP of Customer Experience at Cotap as part of Totango's Summit On-Demand webinar series. About Totango: Totango is a customer success platform that helps recurring

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  • The 3 Pillars of Customer Success: Culture, Technology and Health

    The 3 Pillars of Customer Success: Culture, Technology and Health

    Part of the Customer Success Summit On-Demand Series Depending on the...

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  • Customer Success Reimagined

    Customer Success Reimagined

    When you’re in an industry that has completely taken off, sometimes you need...

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