Items tagged
Projects
InsightsCRM’s Guide to Managing NPS Detractors

InsightsCRM’s Guide to Managing NPS Detractors

Learn how Kapil Sharma, Customer Success Manager at ANALEC (InsightsCRM), uses Projects to quickly resolve customer concerns and keep his book of business healthy.

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CSM Transition Template

CSM Transition Template

Take a look at how Liz ensures a successful and smooth CSM-to-CSM account handoff with her CSM Transition Blueprint.

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Client Escalation Template

Client Escalation Template

Turn customer escalations into a positive experience and minimize errors by using Celine's Client Escalation Blueprint.

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Key Stakeholder Change Template

Key Stakeholder Change Template

Ensure stakeholder changes go smoothly with Parker's Key Stakeholder Change Blueprint designed for Hybrid and High-Touch Customer Success.

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New Customer Kickoff Template

New Customer Kickoff Template

Take a peek at how Steven uses Project Templates to make onboarding easy for new customers in this New Customer Kickoff Blueprint.

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Sales to Customer Success Handoff Template

Sales to Customer Success Handoff Template

Discover how Zack streamlines the account handoff process with our Sales to CS Handoff Blueprint.

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Resolving NPS Detractors with Mixpanel

Resolving NPS Detractors with Mixpanel

Quickly address and resolve customer concerns at scale using Ryan from Mixpanel's customizable NPS Detractor Blueprint.

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Mixpanel's Guide to Customer Onboarding

Mixpanel's Guide to Customer Onboarding

Discover how Peishan and her team at Mixpanel use this Onboarding Blueprint to ensure customers have a consistent, positive onboarding experience.

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Duco's Executive Business Review (EBR) Project

Duco's Executive Business Review (EBR) Project

Create a standardized, scalable process for Executive Business Reviews by using Joe from Duco's EBR Project Blueprint.

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Avoma's Renewal Project

Avoma's Renewal Project

See how Mark Stagi, VP of Customer Success at Avoma, creates tailored customer experiences with this High Touch Renewal Blueprint.

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