Members-only Automation Meeting AI halfway: Calendly's State of Scheduling Report Trying to coordinate meetings and stay connected with contacts can make CSMs feel like they're being pulled in too many directions. The State of Scheduling report offers invaluable insights into how scheduling automation can significantly benefit customer success teams, and businesses as a whole....
Members-only Customer onboarding How to automate your client onboarding process Client onboarding is usually the first big test of your company’s dedication to customer experience and success. It’s your chance to prove that you can deliver everything the sales team promised and provide meaningful support to your clients. Efficiency is key here....
Members-only Membership content Redefining customer success: The digital shift to automation and community In a world increasingly steered by digital momentum, understanding customer success through a digital lens is both a necessity and an opportunity. While automation and AI are rapidly reshaping the landscape, they only form part of the story....
Members-only Artificial intelligence AI and automation in customer success The thoughtful implementation of automation-enabled customer success platforms can greatly enhance Customer Success Managers’ (CSM) ability to maximize the value of customer data and ultimately help reduce churn and improve the overall health of client relationships....
