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Customer Success

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

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