In a previous career, I managed multiple social media accounts and each month I had to send in a rep...
Since my first days in Customer Success, I've always believed that periodic account health checkins ...
Today I want to address a question that was raised by a client. "How can I embed information from my...
I am looking for a way to automatically insert metrics, text, and charts from Excel into Powerpoint....
Reporting can get pretty tedious, right? In this example, we will look at how Henry, the Director of...
Engaging with your customers in periodic Business Reviews is critical to the success of your SaaS bu...
Do you spend too much time pulling together custom proposals? Creating proposals can take a lot of t...
Amazon management agencies can best serve their brand clients by providing timely, informational rep...
Since my first days as a Customer Success Manager, I've always believed that periodic account check-...
Marketing agencies do daring, creative work on behalf of your brand clients. But routine reporting c...