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Health scoring, renewal forecasting and the operational detail in between — written for the person who has to defend the number, not just produce it.
A buyer's guide to customer success software for teams that run on Salesforce: what CSM software does, the three types of customer success tools, what each costs, and six questions that decide the choice.
A practical guide to customer health scoring for B2B teams: what a customer health score is, which metrics to include, how to weight and threshold them, a worked example model, and the mistakes that make leaders stop trusting the number.
Net revenue retention (NRR) and gross revenue retention (GRR) explained for customer success and revenue leaders: definitions, formulas, a worked example, public SaaS benchmarks, and the calculation mistakes that make the numbers misleading.
How to build a customer health score in Salesforce from fields you already have — signals, weights, thresholds and segments — and what a score must do before it earns a place in your renewal forecast.
Which retention metrics hold up under board scrutiny, which collapse on the first follow-up question, and how to present customer risk so it leads to a decision rather than a debate.
Eight Gainsight alternatives compared for teams that run on Salesforce: where each one runs, what buyers actually pay, who it fits, and when Gainsight is still the right call.
Why renewal forecasts break, how to build one your CFO can rely on from contract and health data you already hold, and why buying a second platform rarely fixes a forecasting problem.
A 30-day pilot runs on your accounts: we design the setup around your challenges and look at the outcomes together at the end.