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Customer Success

Onboard and enable customers throughout their journey with these tips and tricks of the trade.

Featured case study

New York Life accelerates pace of learning through adoption of Scribe

The insurance giant enabled its employees to reduce time spent manually capturing and searching for process knowledge, freeing them up to focus on higher-level work.

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More case studies

How to Create a Customer Service Training Manual + Free Templates to Get Started
How to Create a Customer Service Training Manual + Free Templates to Get Started
Oct 18, 2024
5 User Documentation Examples and 4 Tips for Writing Your Own
5 User Documentation Examples and 4 Tips for Writing Your Own
Sep 18, 2024
How To Create a User Manual or User Guide [+ Free Template]
How To Create a User Manual or User Guide [+ Free Template]
Aug 21, 2024
MSP Statistics and Trends for 2025: Everything You Need to Know
MSP Statistics and Trends for 2025: Everything You Need to Know
Jan 4, 2024
10 Help Center Examples Done Right [2025]
10 Help Center Examples Done Right [2025]
Jan 2, 2024
Role of Automation in Enhancing Customer Experience & Improving Service Quality
Role of Automation in Enhancing Customer Experience & Improving Service Quality
Jun 28, 2023
Steal a Gong CSM’s Hacks for Giving White-Glove Service to 175+ Customers
Steal a Gong CSM’s Hacks for Giving White-Glove Service to 175+ Customers
Jun 14, 2023
How to Enhance the Customer Experience with AI (2023)
How to Enhance the Customer Experience with AI (2023)
May 30, 2023
The Ultimate Guide to Customer Service Automation in 2024
The Ultimate Guide to Customer Service Automation in 2024
Apr 5, 2023
How to Boost Customer Satisfaction with Free Customer Satisfaction Templates
How to Boost Customer Satisfaction with Free Customer Satisfaction Templates
Mar 31, 2023
5 Steps to Create a Customer Training Program
5 Steps to Create a Customer Training Program
Mar 8, 2023
Top 13 Customer Service Software Tools for Happier, Satisfied Customers
Top 13 Customer Service Software Tools for Happier, Satisfied Customers
Mar 1, 2023
12 Free Help Desk Templates to Save Time and Enhance Consistency
12 Free Help Desk Templates to Save Time and Enhance Consistency
Feb 24, 2023
How To Personalize Customer Experiences in 7 Steps
How To Personalize Customer Experiences in 7 Steps
Feb 22, 2023
Understanding the Customer Lifecycle & How to Manage It
Understanding the Customer Lifecycle & How to Manage It
Feb 15, 2023
Free Quarterly Business Review (QBR) Template
Free Quarterly Business Review (QBR) Template
Feb 1, 2023
10 Best Free Customer Service Software of 2023
10 Best Free Customer Service Software of 2023
Feb 1, 2023
Customer Service SOP Template & How to Create a Solid One for Consistent Support
Customer Service SOP Template & How to Create a Solid One for Consistent Support
Jan 31, 2023
What is Customer Satisfaction? Definition + Importance in 2025
What is Customer Satisfaction? Definition + Importance in 2025
Jan 30, 2023
How Technical Writing Influences a Better Customer Experience
How Technical Writing Influences a Better Customer Experience
Jan 23, 2023
MSP Templates: 6 MSP Documentation Templates for Your Business
MSP Templates: 6 MSP Documentation Templates for Your Business
Jan 20, 2023
What is Customer Training? 8 Simple Steps to Optimize Your Program
What is Customer Training? 8 Simple Steps to Optimize Your Program
Jan 19, 2023
FAQ Templates & Examples to Design a Winning FAQ Page
FAQ Templates & Examples to Design a Winning FAQ Page
Jan 17, 2023
5 Customer Satisfaction Metrics You Should Be Tracking
5 Customer Satisfaction Metrics You Should Be Tracking
Jan 13, 2023
5 Helpful (& Beautiful) Product Onboarding Examples
5 Helpful (& Beautiful) Product Onboarding Examples
Jan 12, 2023
How to Start an MSP Business Successfully
How to Start an MSP Business Successfully
Jan 12, 2023
Managed Service Provider Examples [& Types]
Managed Service Provider Examples [& Types]
Jan 12, 2023
Managed Service Provider (MSP) Best Practices: A Guide to Delivering Excellent IT Services
Managed Service Provider (MSP) Best Practices: A Guide to Delivering Excellent IT Services
Jan 12, 2023
The Importance of SOPs for MSPs: How to Create & Implement Them
The Importance of SOPs for MSPs: How to Create & Implement Them
Jan 11, 2023
A Quick Guide on Creating Customer Service SOPs [+ Benefits & Examples]
A Quick Guide on Creating Customer Service SOPs [+ Benefits & Examples]
Jan 11, 2023
7 Best Free Customer Support Software of 2023
7 Best Free Customer Support Software of 2023
Jan 11, 2023
What is Product Education? The Key to Effective Sales & Customer Satisfaction
What is Product Education? The Key to Effective Sales & Customer Satisfaction
Jan 11, 2023
Customer Satisfaction Examples: How to Keep Your Customers Happy
Customer Satisfaction Examples: How to Keep Your Customers Happy
Jan 11, 2023
QBR Best Practices: How to Conduct Successful Quarterly Business Review Meetings
QBR Best Practices: How to Conduct Successful Quarterly Business Review Meetings
Jan 4, 2023
The Perfect Customer Experience: The Secret Recipe for Success
The Perfect Customer Experience: The Secret Recipe for Success
Dec 31, 2022
Creating an External Communication Strategy: Foolproof Plan for Successful Marketing
Creating an External Communication Strategy: Foolproof Plan for Successful Marketing
Dec 30, 2022
SaaS Customer Support: Improve Customer Experience with These Simple Ideas
SaaS Customer Support: Improve Customer Experience with These Simple Ideas
Dec 28, 2022
SaaS Customer Onboarding: a Step-by-Step Guide (+ Examples)
SaaS Customer Onboarding: a Step-by-Step Guide (+ Examples)
Nov 30, 2022
What Are Service Desks & Why Should You Have One?
What Are Service Desks & Why Should You Have One?
Nov 22, 2022
The 10 Best MSP Documentation Software in 2024
The 10 Best MSP Documentation Software in 2024
Nov 22, 2022
Help Desk vs. Desktop Support: What's the Difference?
Help Desk vs. Desktop Support: What's the Difference?
Nov 21, 2022
User Guide Templates: Everything You Need to Create User Guides — Effortlessly
User Guide Templates: Everything You Need to Create User Guides — Effortlessly
Nov 10, 2022
The Ultimate Website Launch Checklist 
The Ultimate Website Launch Checklist 
Nov 10, 2022
8 Steps of Customer Service: A Practical Guide
8 Steps of Customer Service: A Practical Guide
Oct 17, 2022
15 Best FAQ Software for Your Customers [2024]
15 Best FAQ Software for Your Customers [2024]
Oct 5, 2022
The 5 Best Manual Creation Software in 2025
The 5 Best Manual Creation Software in 2025
Aug 30, 2022
Knowledge-Centered Support: A Quick Guide for 2023
Knowledge-Centered Support: A Quick Guide for 2023
Aug 15, 2022
5 Ways to Improve Your Net Revenue Retention Rate (+ What, Why & Reasons for Low Rate)
5 Ways to Improve Your Net Revenue Retention Rate (+ What, Why & Reasons for Low Rate)
Jul 12, 2022
10 Major Advantages of Using Text Analysis to Study Consumer Feedback
10 Major Advantages of Using Text Analysis to Study Consumer Feedback
Jun 8, 2022
Customer Success Onboarding Checklist: The Only Guide You Need For Long-Term Success [+ Infographic]
Customer Success Onboarding Checklist: The Only Guide You Need For Long-Term Success [+ Infographic]
Jun 8, 2022
How to Write an FAQ Page: The Only Playbook You Need
How to Write an FAQ Page: The Only Playbook You Need
Jun 3, 2022
What Is Customer Service & Why Is It Important?
What Is Customer Service & Why Is It Important?
May 4, 2022
25+ FAQ Page Examples to Inspire Your Own
25+ FAQ Page Examples to Inspire Your Own
May 4, 2022
Customer Success Software: Your Best Options in 2023
Customer Success Software: Your Best Options in 2023
May 4, 2022
6 Key Customer Success Roles & Responsibilities
6 Key Customer Success Roles & Responsibilities
Apr 8, 2022
A Beginner's Guide to Customer Profitability Analysis
A Beginner's Guide to Customer Profitability Analysis
Apr 7, 2022
Customer Success Managers — A No-Nonsense Guide
Customer Success Managers — A No-Nonsense Guide
Apr 6, 2022
Customer Onboarding Guide: Process, Methods & Examples
Customer Onboarding Guide: Process, Methods & Examples
Apr 5, 2022
What is QBR and How Can You Get Customers Excited About It?
What is QBR and How Can You Get Customers Excited About It?
Apr 4, 2022
6 Easy Ways to Create an Awesome Customer Success Plan
6 Easy Ways to Create an Awesome Customer Success Plan
Apr 1, 2022
What is Customer Feedback & How to Gather It (The Right Way)
What is Customer Feedback & How to Gather It (The Right Way)
Mar 31, 2022
Your Guide to Understanding the Different Help Desk Tiers
Your Guide to Understanding the Different Help Desk Tiers
Mar 8, 2022
Customer Relations: 7 Strategies to Build Positive Relationships with Customers
Customer Relations: 7 Strategies to Build Positive Relationships with Customers
Mar 4, 2022
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