Category: Customer Success

myTrailhead demo

If your org is a heavy Salesforce user, myTrailhead will help increase user adoption.


I spent this past week at MD Anderson (MDA) with a close relative of mine. I was overwhelmed by the hospitality, professionalism, and organization of this great hospital. The journey ahead won’t be easy, but I feel confident that this is the best place…

Helping, Hustling, and Harvesting

There are three attributes I really admire amongst my entrepreneur friends. Helping, hustling, and harvesting — move the needle for me. #1 They are always helping even while selling. Helpers make the world go around. They volunteer and do things without asking. Helpers build…

2/28 Workshop for CSR, Social Impact, and CS/CX professionals

Meet changemakers in this exciting SF workshop. Touchpoint mapping allows your org to visualize and improve experiences of sponsors, partners, recipients, and employees. Codesign for Social Impact When: Thu. Feb. 28 6:00-8:30 pm Where: WeWork, 1161 Mission, San Francisco, CA 94103 Who: Service Designers, CX/CS…

Building the Right Network

Good article here about segmenting your network based on the experiences of a hyper-focused entrepreneur. Link Isa Watson runs an interesting startup which helps connect communities. I’m looking into it. There are tons of networking platforms out there such as Facebook, LinkedIn, and Meetup….

Gainsight #1

Here’s the latest G2 Crowd report about the best CS tools.  Gainsight leads the pack. Gainsight is one of the best-run companies in Silicon Valley. Unbeknownst to most, Gainsight was originally founded in St. Louis under another name JBara. This story confirms why Silicon…

Journey Manager? Evolution of the Customer Success Manager

‘Journey manager’ is a fast-growing role emerging in 2019. Great talk here by Kerry Bodine about why this role will get standardized like CSM.