Ask a CSM: Q&A With Taylor Toohey, InVision

In this edition of our Ask a CSM series, we're chatting with Taylor Toohey, Customer Success Manager at InVision.

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Topics: Customer Success, Ask a CSM

Ask a CSM: Q&A With James Kaiser, Moz

In this edition of our Ask a CSM series, we're chatting with James Kaiser, Customer Success Manager at Moz.

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Topics: Customer Success, Ask a CSM

4 Tips for Creating Onboarding Content

Onboarding content is often an afterthought. Customer Success Managers or Onboarding Specialists will walk customers through a product in a live training, and the information is quickly forgotten, or the customer leaves feeling like they were just completely overloaded.  It’s clear that heightened awareness around onboarding as a critical component of the customer lifecycle is changing this, and customers are demanding that companies make them successful. That starts with providing the right information and resources during onboarding. If you’re building out your onboarding program, here are a few things you may want to think about as you plan and create your content.

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Topics: Training, Creating Content, Customer Success

Why You Need a Customer Onboarding Program

The onboarding process is a truly unique stage in the customer journey with your product and your company. During this phase, customers are eager to get started with your product or service, and the customer service they receive sets the tone for all future interactions that they'll have with you. Onboarding is a time when your customer support is key and can make or break a user’s opinion of your company. If you are on the fence about whether or not a customer onboarding program is worth the time, effort, and financial investment, this post is here to tell you why it is essential to your company’s success.

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Topics: Training, Customer Success

Ask a CSM: Q&A With Vikki Pope, MapAnything

In this edition of our Ask a CSM series, we're chatting with Vikki Pope, VP of Client Success, MapAnything.

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Topics: Customer Success, Ask a CSM

2017 Customer Success and Training Conferences

Planning which conferences to attend next year? For professionals in customer success, customer training, and customer marketing, here's a handy guide to upcoming events.

We'll keep this list updated as we learn more. The conferences that say TBD are based on the month that they were held in 2016, but no 2017 conference dates have been released yet. If we missed any, let us know in the comments! 

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Topics: Training, Customer Success, Webinars & Events

What I Learned at CEdMA Fall Conference 2016

Recently, I had the pleasure of attending the CEdMA Fall Conference in Wellesley, Massachusetts. CEdMA (Computer Education Management Association) is a professional organization that provides a forum for leaders working in training at technology companies, and hosts bi-annual conferences for its members. Conference sessions covered a variety of topics relevant to the training world - delivery, planning, sales, technology, and organizational trends. The session content, along with meeting so many different training professionals, left me feeling excited to be a part of the training community. Here are my main takeaways from the conference:

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Topics: Training, Customer Success, Webinars & Events

Ask a CSM: Q&A With Sean Pinegar, Tenfold

In this edition of our Ask a CSM series, we're chatting with Sean Pinegar, Chief Customer Officer & Co-Founder of Tenfold.

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Topics: Customer Success, Ask a CSM

Ask a CSM: Q&A With Lauren Berry, Simply Measured

In this edition of our Ask a CSM series, we're chatting with Lauren Berry, Manager of Enterprise Success Management at Simply Measured.

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Topics: Customer Success, Ask a CSM

Ask a CSM: Q&A With Zach Hawley, InsightSquared

In this edition of our Ask a CSM series, we're chatting with Zach Hawley, Senior Customer Success Manager at InsightSquared.

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Topics: Customer Success, Ask a CSM

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