eBooks

Here's where you’ll find all our available eBooks, which cover a range of subjects in customer onboarding, customer success, and project management.

TaskRay + Xactly eBook

Structuring Incentives for Customer Success

Simply put, incentives work. And no matter how large your organization or your focus, a well-structured internal and external incentive plan for customer success is proven to make a huge difference.

This ebook explains how a properly built plan can positively impact your bottom line and outlines how it can be done.

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TaskRay + Gainsight eBook

Perfecting the handoffs from Sales to Customer Onboarding to Customer Success

Are you looking for general advice, help in developing processes, or just a quick reality check against best practices for Customer Success?

Dive into the areas of Customer Experience, the overall Customer Journey, and Customer Onboarding from two of the leaders in the space with this eBook on perfecting the handoffs from Sales > Customer Onboarding > Customer Success.

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The Do-Re-Mi Of Customer Success - Start At The Very Beginning.

 Is customer success a strategic priority for your business, but you don't know where to start? Check out this eBook for some best practice ideas that you can use to build a program from scratch or benchmark against your existing processes.

We outline the five most important steps for a solid customer onboarding practice.

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The three biggest mistakes in customer onboarding. And How to avoid them.

We know customer onboarding. It's the most important piece of the customer journey, because after the sales process is complete the next phase of the experience begins — and there's only one chance to make a good first impression.

In this eBook we define the essential processes and help you get ahead of the competition by avoiding the three biggest mistakes.

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How to Avoid the 5 Biggest Mistakes in Project Management.

Just about everyone has to manage projects on some level. For complex or business-critical projects that involve teams and different departments, keeping things organized and moving forward is important for everyone involved.

Which project management mistakes are your teams making? How are the problems being addressed? What can be done better? This guide will help your teams improve how they manage projects, no matter what challenges they’re facing or what business you’re in.

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