customer education, customer retention

Customer Onboarding Programme Analysis: Survey examples

Onboarding is a crucial stage of your company’s relationship with a customer. In fact, it is so important that it’s many times a factor in customer churn when not done right. More than food for thought, the questions you should ask is: Is my customer onboarding programme effective? Is it helping my customers be successful using my product / service?

2 min read Francisca Cordeiro, Head of Customer Success Continue reading

customer education, sales

Is your product difficult to explain?

Some products are simpler to explain than others. Whether it’s due to its complexity, its underlying technology, the related concepts, or a higher level of innovation, sometimes you need to go one step further in terms of education for both demand and lead generation and to increase product usage and customer retention.

3 min read Joana Fonseca, Head of Marketing & Inbound Sales Continue reading

customer education, customer retention

2 Ways to Make your Customer Onboarding Scalable

Onboarding is a crucial time in your relationship with your clients as it creates the ground in which you plant the seeds for a long and fruitful relationship - when done well. Doing it right is no easy feat, as it is usually very time consuming for your Customer Success team and when your company is growing this can lead to a few challenges, namely, scalability.

2 min read Francisca Cordeiro, Head of Customer Success Continue reading

partners training, sales team performance

The KPIs you should care about when measuring training success

You already know that training your staff, your customers and your partners will positively impact your business results. In this article, we will list some of the metrics you want to be looking at when assessing the value of your training initiatives, and what KPIs directly link training to corporate success.

2 min read João Pedro Magalhães, Customer Success Manager Continue reading

customer education, customer retention

The courses you need for great customer onboarding

Customer Onboarding is a crucial time for your customers’ success as it can set the tone in terms of product adoption, usage, satisfaction and relationship with your brand and product. One of the questions we get asked frequently is: what makes a great onboarding training programme. Here’s the answer.

4 min read Francisca Cordeiro, Head of Customer Success Continue reading

customer education, customer retention

How to create the perfect user guide for SaaS

Are you a digital trailblazer that works with a software as a service (SaaS) product? Have you been navigating the realms of app integration, organic growth and cloud reliability? Are you ready to take on the challenge of creating the perfect user guide for your product? Then this article is for you.

3 min read Maria Fernandes, Customer Success Manager Continue reading

customer retention, customer success

How to increase your audience’s engagement with your courses

Congratulations! You have your new academy with great courses for your audience. Now, it’s time to get your audience’s attention and engagement to make it a success. Here are some practical tips on how to do it.

5 min read Francisca Cordeiro, Head of Customer Success Continue reading

customer education, customer retention

Why customer training drives product adoption

Product adoption and client engagement are key factors to the success of any business. That said, not all companies are already leveraging customer education’s benefits for customer success.

2 min read Maria Fernandes, Customer Success Manager Continue reading

customer education, customer retention

7 steps to set up Customer Training (download free guide)

In this guide, you will find the 7 steps you need to take to set up an effective and efficient Customer Training in your company. 

Maria Fernandes, Customer Success Manager Continue reading

customer education, customer retention

How to approach customer training in a self-service product

Customer Success teams often wonder whether the type of product should dictate their customer education tactics. Does a self-service product require a different customer education approach from a more complex one? This article aims to clarify our opinion on this matter.

3 min read João Ferro Rodrigues, Founder & CEO at bugle Continue reading

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