Thought Leadership

VIDEOS

DREAMFORCE 2015

Hear about FinancialForce's Customer Success program at Dreamforce 2015 with Patrick Beedle from Lexmark, live at the Customer Success Forum.

WATCH INTERVIEW

DREAMFORCE 2016

Hear from Addy Clark and Allison Pickens, Chief Customer Officer at Gainsight, speak about best practices in Customer Success metrics and operations.

WATCH SESSION

DREAMFORCE 2017

Hear about the Customer Feedback strategies from Athena Heath and FinancialForce using GetFeedback survey tools.

WATCH SESSION

OPS STARS 2017

Hear from a panel of Customer Marketers on best strategies on changing the buying process using online reviews. The video is called "Changing the Buying Process" on Day 3.

WATCH SESSION

OTHER SPEAKING ENGAGEMENTS

PULSE 2018

Learn about the technical stack to support customer growth through advocacy & engagement.

SEE PRESENTATION

ADVOCAMP 2017

See the presentation given at Advocamp 2017 on how to fund a customer advocacy program and best practices for execution.

SEE PRESENTATION

DREAMFORCE 2017

See the presentation given at Dreamforce 2017 on best practices for gathering and utilizing customer feedback.

SEE PRESENTATION

DREAMFORCE 2016

See the presentation given at Dreamforce 2016 on best practices for driving renewals, reducing churn and operationalizing Customer Success.

SEE PRESENTATION

PULSE 2016

See the presentation given at Pulse 2016 on how best to pitch Customer Success in the sales cycle.

SEE PRESENTATION

PULSE 2016

See the presentation given at Pulse 2016 on how to best foster advocates through a customer success program.

SEE PRESENTATION

ERP CENTRAL 2016

See the presentation given at ERP Central 2016 on how to keep customers happy and reduce churn.

SEE PRESENTATION

ARTICLES

CSM Q&A

Q&A article about Customer Success from 2014.

READ ARTICLE

ADVOCAMP

Article featuring female speakers from Advocamp 2017.

READ ARTICLE

SALESFORCE

9 Ways to Make Customer Success a Key Metric in your Business.

READ ARTICLE