Empower your Customer Success Team

Resources

Discover resources for customizing Salesforce to meet your customer success goals. From technical guides to tutorials, everything you need to create deeper insights and drive meaningful relationships.

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Optimize Salesforce for Renewals

Learn how to set up Salesforce for accurate forecasting and reporting on renewals. Our live Notion eBook covers everything from tracking upsells and downsells to measuring churn and net revenue retention.

Health Score Checklist

Get the Health Score Checklist—a guide to ensure you’re set on the right path to building an accurate, actionable customer health score.

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Articles

Brendan McDonald

January 13, 2025

Resources

Optimize Salesforce for Renewals

Health Score Checklist

Articles

What is CSM Sentiment and When Should You Use It?

Defining Customers in Your CRM for Effective Customer Success

Why Customer Success Should Use the Same CRM as Sales (and the Rest of the Go-To-Market Team)

Building In-House vs. Purchasing a Solution: What’s Best for Renewals?

The Path to Building a Customer Health Score in Salesforce

Why Customer Success Platforms Alone Can’t Fix Your Renewal Process