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Customer Success

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Latest activity by Customer Success
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    Customer Success created an article,

    Dear Abby Hammer: Tracking Engagement During Onboarding

    Q. Dear Abby Hammer, As my company looks ahead to 2021, we’ve put a big emphasis on mastering and accelerating our customer onboarding process. To put it simply, our new onboarding mantra is “bette...

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    Customer Success created an article,

    Tips and Tricks - Managing Alerts

    Want to get a better handle on managing ChurnZero's Alerts? Watch Naomi Aiken, Customer Success Team Lead, share tips on managing Alerts with daily digests, pinned alerts, and more.

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    Customer Success created an article,

    Tips and Tricks - Meeting Follow Ups Made Easy

    The Calendar Integration allows you to easily display your customer meetings on your Command Center, but did you know you also can log activities and run plays with a few short clicks from your ca...

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    Customer Success created an article,

    Tips and Tricks - Recurring Tasks on an Account

    Are you curious how to setup recurring tasks in ChurnZero? Join Morgan Carson, Implementation Specialist as she shares how easy it is to create a recurring task series on an account or contact lev...

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    Customer Success created an article,

    Tips and Tricks: Column Sets

    Columns Sets make it easy to share meaningful views of customer data with your team, quickly view the same Segment through multiple lenses, and leverage the same view across multiple Segments. Wat...

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    Customer Success created an article,

    Tips and Tricks - Re-Ordering Your Account Profile

    As your processes mature, you may find the need to re-arrange fields in the ChurnZero application. The Custom Fields section allows you to do this. Watch our latest Tips and Tricks video with B...

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    Customer Success created an article,

    Tips and Tricks - Filtering Your Command Center

    Did you know that you can narrow your Command Center to only include information about certain accounts - for example, only accounts coming up for renewal in the next 90 days? In this week’s in...

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    Customer Success created an article,

    Tips and Tricks - Hyperlink Images

    Want to take your In-App Messages or Plays to the next level? Watch Matt Schlosser, Customer Support Team Lead, share how to hyperlink an image to maximize the impact of your In-App communicati...

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    Customer Success created an article,

    A Day in the Life of a CSM Using ChurnZero

    Moving away from Customer Support and into Customer Success often brings up a number of different questions. How is Customer Support different than Customer Success? How do your Customer Success Ma...

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    Customer Success created an article,

    How to Get 20/20 Foresight for Your 2020 Customer Success Planning

    As we are now in Q4, the high-pressure budget and strategy planning season is officially underway in SaaS organizations around the globe.Customer Success teams are on the hook to finish out the yea...