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Interactive Walkthroughs in 2021: The Ultimate Guide for SaaS

Userpilot

Building a walkthrough using a dedicated tool is much easier than coding it from scratch. The best walkthrough software on the market is Userpilot. This is more effective than an employee handbook since humans tend to retain more information when they actively participate in something, as opposed to passive reading.

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Lessons from GitLab: Implementing Customer Success Operations At Scale

Gainsight

GitLab is an open-source, code-collaboration platform for git repository management, code reviews, issue tracking, wikis, and continuous deployment tools, enabling users to create, review, and deploy codes. I transitioned to a software company focused on financial planning. Operational reporting.

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The Path Beyond CSM

Gainsight

In Gainsight’s book, The Customer Success Professional’s Handbook, the authors shared the essential skills that every CS professional should possess. Preparing and presenting executive reviews. While it requires more of a technical background, as a CSM, you come with the perspective of knowing the customer’s needs and goals.

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Tips for achieving AI-led digital transformation: What eight industry leaders want you to know

Modus Create

Larry advises companies not to deploy GenAI directly to customers without human oversight the potential consequences are too high, particularly for highly regulated industries like financial services, life sciences, and healthcare. Sarah advises companies to ensure that AI is fully embedded into their digital products from the concept phase.