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Intelo Customer Insights Exchange

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Discover how Tovuti partnered with to elevate Net Revenue Retention (NRR) by an impressive 43%. Unleash the potential of AI for growth

September 19, 2023/

Find out how value management helped grow Tovuti’s net revenue retention by 43% within one year Who is Tovuti ?…

Ushur Case Study -

September 15, 2023/

How we helped Ushur grow its ARR by 47% Situation Ushur had a large number of customer interactions and contracts…

Intelo Customer Insights Series

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Sarah Caminiti, VP of Customer Success at DNSimple, shares wisdom on kindness, avoiding assumptions, and being a proactive advocate in team and customer interactions.

January 8, 2024/

Approach every interaction with kindness, recognizing that everyone has good and bad days. Avoid making assumptions about intentions; instead, ask…

Explore the core tenets of exceptional customer experience as Michelle Irving, Senior Vice President at Map My Customers, shares invaluable insights. From fostering a people-centric approach to creating seamless onboarding and anticipating customer needs, Michelle unveils the keys to success in the dynamic realm of customer experience.

January 8, 2024/

Be People-Centric: Prioritize team and customer well-being for exceptional service and strong relationships. Seamless Onboarding: Create a smooth process post-sale…

Jyo Shukla, Customer Experience and Transformation Leader at Raptiv, unravels the keys to success in the realm of customer experience. Explore the significance of investing in CX, delivering strategic outcomes, and resonating value beyond the subscription fee for lasting customer partnerships.

November 24, 2023/

In the SaaS industry, prioritize a measurable customer experience strategy for better financial results and satisfaction. Focus on helping customers…

Carmel Fisher, VP Platform Services at Sequire by SRAX, shares invaluable insights into elevating customer success. Delve into the art of seamless, high-touch onboarding, the perpetual communication of product value, and the proactive approach to client education for sustained empowerment.

November 24, 2023/

Carmel Fisher | VP of Platform Services (Customer Success, Operations and Investor Relations) Seamless, high-touch Onboarding builds bonds, accelerates value…

Noel Nguyen, Senior Director Customer Engineering at Phonism, unravels the secrets of effective customer success. Explore the strategic role of empathy, the profound impact of interpersonal skills, and the art of relationship management for enduring customer partnerships.

November 24, 2023/

In Customer Success, empathy serves as the guiding compass, transforming consultations into trusted partnerships by aligning with the customer's vision.…

Kevin McCahill, VP of Customer Success at Envase Technologies, shares invaluable insights on transforming your customer success strategy. Explore the keys to humanizing the process, utilizing emotional intelligence, and harnessing data analytics for enduring customer satisfaction.

October 17, 2023/

Humanize the process by treating customers as individuals. Use Emotional Intelligence for empathy and active listening to build trust. Follow…

Anna Lukianenko, Director of Partner Success at Breakthrough, reveals profound insights into transforming unhappy customers into assets, the customer success mindset, and the significance of becoming a product and industry expert for building trust.

October 5, 2023/

Unhappy customers are valuable assets providing feedback and improvement opportunities. Customer Success is a mindset, measuring team success by customer…

“Customer Success in a nutshell is about retaining and growing value in/retaining and growing value out.”

October 5, 2023/

Customer Success is all about exchanging value: the company provides products/services/data, and customers contribute revenue/data/references. Being data-minded is crucial, focusing…

Be the Customer Voice.

September 19, 2023/

Be the customer voice, ensuring trust and goodwill. Pick up the phone for effective communication and relationship building. Provide actionable…

Customer journey

September 12, 2023/

Create a customer journey map to personalize support. Prioritize understanding human behavior for customer loyalty. Develop a winning team by…

Lead with EQ

September 11, 2023/

Lead with emotional intelligence to build trust with your team. Anticipate client needs by treating the relationship as a partnership.…

Success is measured using data

September 11, 2023/

Provide personalized support, tailor strategies to diverse needs, and measure success with data-driven insights. As a customer success manager, understanding…

 Build trust

September 8, 2023/

Previous slide Next slide Linkedin Link Chad Horenfeldt – Customer Success & Customer Experience Leader at Meta 1. Customer Success…


September 7, 2023/

The cornerstone of efficient Customer Success is trust. This trust, established between the customer and CSM, internal areas, and within…

Building a success plan

September 7, 2023/

Proactive outreach prevents issues, builds trust, and maintains strong relationships. Early CSM introduction ensures a seamless customer experience. A success…

Catering to Churning Customers

August 25, 2023/

In customer churn, offer top-notch service, gather feedback, and showcase features. Curiosity and empathy define successful CSMs, understanding customer needs…

challenge your customers

August 25, 2023/

Challenge assumptions, adopt a revenue mindset, and maintain a strong customer focus. Contribute to the bottom line while delivering value…

Building strong relationships

August 25, 2023/

To ensure customer success, focus on creating personalized experiences, building strong relationships, and maintaining effective communication. Establishing a deeper connection…

Trust builds when you show up

August 23, 2023/

Do what you say, avoid empty promises. Be empathetic by understanding personal and professional impacts of challenges. Build trust by…

Every product is different

August 23, 2023/

Understanding Product and User Complexity is key for effective CS. Plotting them on a matrix reveals focuses: revolutionize, delight, automate,…

Building strong relationship

August 23, 2023/

Customer Success hinges on strong relationships, regular communication, and trust. Managing expectations, aligning sales and success teams, and adapting to…

Responsiveness is key

August 23, 2023/

Customer Success is about building relationships and finding tailored solutions. Ask follow-up questions, manage expectations, and be responsive to build…

Develop a Genuine Interest

August 22, 2023/

Customer Success Managers must adapt, integrating into both company and customer teams, understanding business and culture to build trust. Customer…

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