The 8 Must-Have Tools for Flawless Customer Success

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Are you activating, onboarding and most importantly, retaining new customers? In this video, I’m going to share the 8 tools that you need for your customer success process.
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Instagram: @danmartell
Twitter: @danmartell

[@danmartell]

DOWNLOAD: EBR Flow Planner™ - 9 Box Model to Run Your Executive Business Reviews, Retain High-Value Clients & Increase Expansion Revenue - bit.ly/3jlambq

[@JesusPerez-oo5rn]

Dan, you gained organically 1 follower, amazing content and value!

[@MrVenkatesh25]

Great Video Dan, Really helpfull

[@samgaudet5756]

Awesome video!

[@jamieslate]

Between the Instagram, KZbin, email and podcasts it's hard for me to imagine ever missing one of Dan's videos. But just for good measure I'll smash the bell 🔔

[@danmartell]

Thanks Jamie!

[@andrewcbartlett]

Great video Dan. You are the man.

[@danmartell]

Thanks Andrew. You are!

[@sparklespring7564]

I have just started following you!

[@danmartell]

There are 8 core tools required for a flawless SaaS Customer Success system. Here are the best tech tools I recommend using in your business.

[@daniellebaxter4504]

What are your thoughts on having a help centre that uses photos vs video for how to's?

[@carolinamadeira4957]

Great video! Just curious, why aren t you a fan of Gainsight? Thanks, Carolina

[@aquadeckboost]

But why don't you use GHL for alot of these tasks?

[@carlacorre4925]

more videos on Customer Success and Renewals please.😃

[@danmartell]

More to come!

[@financiallyspeakingwithjenn]

CES- Customer Effort Score. (5.22)

[@PrecisionSportScience]

I'm a total rookie here with this CSM software stuff, trying to hire a CSM myself for my non-SaaS business. How come Salesforce isn't listed here as "Adoption Management" tool? Isn't that the granddaddy software I keep hearing about. OR, is there a nuanced layer here I should be aware of that SF doesn't fit into and things like Pendo etc do? Any insights would be greatly appreciated!!!

[@danmartell]

SalesForce is a CRM... not a pure breed Digital Adoption Platform You can use it for communication/etc... But it doesn't make the list www.g2.com/categories/digital-adoption-platform

[@PrecisionSportScience]

@@danmartell Thanks for the clarification Dan! Do you have a favorite service-based business CS software (something analogous to the "adoption management" category but for non-SaaS businesses?

[@raphaelallstadt2665]

You need tl;dv that’s for sure

[@user-vo5is4eq4i]

ViaSuccess