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Articles about Customer Success Our List of Tools for Customer Success Managers Below we'll list the apps we use and why we use them at Upscope where, over the last year, we've focused on customer success as a core strategy. Intercom For customers, Intercom is
cobrowsing Upscope is everyone's best Teamviewer alternative When we ask people who they're switching from, they list Teamviewer more than any other product. The change from traditional screen sharing to modern co-browsing is as natural as the change from desktop
Upscope guides Grow Your SaaS the Hard Way We knew we should be talking to customers more to grow, we knew we should be analysing them and spending more time on giving a damn about their problem and less time on
Articles about Customer Success How Big is Your New Signup’s Traffic? Get Unique Insights using SEMRush When someone signs up and you want to find out if they’re a big company and how much traffic they’re getting and where from, you need SEMRush. It tells you where
Articles about Customer Success How Customer Success Managers Learn Coding in Weeks to Confidently Talk Tech Sometimes you have to do things yourself, from the ground up, to have real confidence in talking about tech. However, it’s hard to go to Codeacademy and hope to pick the right
Enterprise Software What’s the Process for Selling SaaS to Enterprise? Ever wonder if those boring whitepapers and security pages on some SaaS websites are necessary? Do you have to email people to gain enterprise customers? Below we describe what we hoped enterprise sales
New York Times If the New York Times Featured YOU, what would it say? Feel like your product vision is a bit blurry? Below is one simple method of inspiring product vision that everyone in the team can understand be motivated by How to do the exercise
Marketing Using ‘Jobs to be Done’ Examples to Write Marketing Messages that Work Ever look at a landing page for an app and think ‘but what does this actually do for me?’ Below we’ll apply the ‘jobs to be done’ (JTBD) framework to a list
Articles about Customer Success Why Account and Customer Success Managers use Screen Sharing 2.0 tools. As applications have moved from the desktop to the web you’d also expect changes in how account managers deal with clients. We run the occasional analysis of Upscope core users and were
Airtable Make a better landing page by analysing live chats in the Airtable spreadsheet app Who reads your blog and signs up to your product? Company directors? Founders? Regular employees? Getting that landing page headline and key benefits right for the right people is tough. Do they understand
Coda OKR software? I’ll test storing OKRs, team members and a progress tracker in a Coda spreadsheet. Keeping a simple set of achievable goals with the team’s vectors aligned is a learning process for every manager. Google grew into a billion dollar company using OKRs to simplify goals and
Coda Coda spreadsheet is the future of docs? Coda is being called the future of docs because it combines spreadsheets, docs and apps into one page. How can we use it with Intercom? Many of us have our own unique customer
Co Browsing Screen Sharing vs Co-browsing for Inside Sales Demos Do you want to spend 5 minutes setting up screen sharing and praying it all works or browse the same page together in seconds just like you’re sitting next to your customer?
Bots How do you set up a bot on LiveChat to answer common questions? You hear about bots all the time but how do you set one up to answer the most common questions you get on a live chat system? We show you the process with
Google Tag Manager How to install and test live chat on your Mac without knowing how to code When you really want to get a feel for how live chat works, it’s nice to be able play with it without asking your developers to install it. Below you’ll see
Drip Campaign Onboarding emails didn’t work? Use the Close.io email drip campaign to sell. Some people buy. Some will never buy. Some need the product but didn’t buy. How do you convert that last group of people? Close.io is the sales tool built by sales
Animated Explainer Videos The 5 best animated explainer video tools for startups Let’s face it, we don’t all look good on camera or have natural acting abilities. Meanwhile, cartoons are in our childhood DNA, they grab our attention and that’s why animated
Animated Explainer Videos 8 Landing Page Animated Explainer Videos that Nailed it People like cartoons. They grew up with them. They learned from them. It’s in our DNA to pay attention to them, and that’s why companies use animation to sell. These videos
E Commerce Software Re:amaze is a Great Alternative Live Chat App for E-commerce and SaaS Companies Why is Re:amaze different to Intercom, Drift, Livechatinc? How does it compare as a live chat app? All these live chat apps began with different roots Intercom started off as a customer
Articles about Customer Success How screen sharing BUILT INTO your website will onboard visitors and close deals. Ever had a user spend an hour asking you questions but then barely use the product and never pay? It’s because of this problem that companies install Upscope co-browsing. Some customers don’
Onboarding Tools 5 of the Best User Onboarding Tools for Walk Throughs Even when a customer needs your tool, some of them still don’t use it and eventually they churn. It’s because they don’t understand how to use it despite your great
SaaS 12 Questions Every SaaS Company Wants Answers For. Here they are. Questions like ‘Is our pricing right? or ‘Should I build this feature a competitor has?’ drive SaaS founders crazy. Experienced founders have dealt with these same questions so what do they advise? See
Onboarding 11 Companies Show You How To Perfect Your Onboarding UX First impressions count for everything! The need for effective UX Onboarding is essential for your companies reputation and growth. In this roundup you will learn valuable advice from companies that have tried and
Client Relationship 10 Finance Companies Show You Their Best Client Onboarding Strategies Client onboarding can be challenging, time consuming, costly and you are never guaranteed success. After reading this article you’ll know of some of the smartest onboarding strategies out there including how to
Metrics How Deadly is Confirmation Bias in Early Stage SaaS startups? Ever had a customer sign up and pay you, after which you read about them and began to join dots in your head to form a conclusion about an entire possible market? Every