To excel at customer success, you need to understand your customer health score. According to a study by Gartner, 88% of Account Managers (CSMs) think they can grow by delivering a great service, which is reflected in your customer health score measures.

A customer health score is a metric used to determine whether customers are healthy or at-risk of dropping off. Customers with high health scores are high-value, repeat customers – this comes hand-in-hand with business growth.

In this Process Street article, we give you 7 vital indicators you need for determining customer health. We then explain how you can use these indicators to calculate customer health score values, before looking at examples of customer health scoring in practice.

Click on the relevant subheader to jump to your section of choice, alternatively scroll down to read all we have to say.

• Our secret source: 7 indicators for calculating customer success
• Calculating your customer health score
• Customer health scoring in practice
• Moving from a startup to big business and how this alters customer health score measures

Let’s start scoring!

According to ITSMA and Vision Edge Marketing, 74% of marketers don’t keep track of their efforts. This is problematic as it means marketing teams aren’t able to report on how their efforts impact the business as a whole.

At Process Street, we make sure our marketing operations are documented, tracked, and easy to understand, so we can stay on top of our marketing OKRs and ensure they align with top-level company goals. To do this, we utilize Process Street‘s saved view feature.

The saved view gives a summary of workflow data. You can customize these views and present the data to suit your needs. For our marketing team, this means work is tracked and can be easily correlated with internal OKRs. Saved views have helped our marketers gather data, detect patterns, and keep their work on track.

We’ll be covering:

• What are Process Street reports and saved views?
• How our marketing department uses saved views in Process Street’s reports

Let’s get started!
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69% of Millennials would rather make $50k a year at a job they love than $75k a year in a boring job.

On top of that, the cost to the US economy of a disengaged, dissatisfied employee can be up to $500 billion a year.

So how do you make sure that you provide a role that both addresses the needs of your employee and aligns with company goals?

The answer? Adopting these HR best practices.

At Process Street, we recognize the delicate balance between your business and your employees that’s maintained primarily by your HR department. The best practices in this post will ensure that balance stays in place.

You don’t have to take just our word for it, though. We’ll also look at how Adobe, Google, Accenture, and Salesforce implement them in their own companies.

In this article, we will discuss the following:

• The benefits of HR best practices
• Implementing your HR best practices
• HR best practice maintenance for the long-term

Ready to get started?
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Frank Hamilton is a blogger and translator from Manchester. He is a professional writing expert in topics like blogging, digital marketing, and self-education. He also loves traveling and speaks Spanish, French, German and English.

It wasn’t until 1997 that the term talent management was properly explained. Since then, the practices associated with it have evolved and continue to do so each day.

In this Process Street article, I’ll be taking a look at talent management, its strategies, why it is so important, and how you can implement it in your own company.

As daunting as such management might seem, I’ve also recommended some comprehensive templates to help make implementing your talent management strategy easier.

This article has been split into the below subheadings:

• What is talent management
• The benefits of a talent management system
• How to optimize talent development with a talent management system
• How you can use Process Street in your talent management strategy

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It’s 9:00 am. I grab my morning coffee, boot-up my laptop, and join the 1 billion others logging into Google Drive today.

I go straight to my Google Docs templates folder. As a content writer for Process Street, these templates include planning templates, review templates, and templates designed to record my research.

Suffice to say, my Google Docs templates are the backbone of my content creation process.

As a content writer for Process Street, I’ve built up an extremely efficient writing process that combines the convenience of Google Doc templates (via Google Drive), the clarity and reliability of Process Street workflows and Pages.

By merging Process Street and Google Drive into a simple, repeatable process for content creation, I know I can work productively and consistently meet my deadlines.

For me, Process Street + Google Drive = Success.

That’s why in this article, I’ll show you how you can recreate my process and build your own streamlined automations. I’ll be covering:

• What is a Google Docs template? (+ a field guide to process documentation)
• Google Docs templates: How to use Google Docs
• The benefits of Google Docs
• Integrating Process Street & Google Docs
• 50 Google Docs templates
• Integrate Process Street + Google Docs to run smooth and efficient processes

Let’s get started!
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In our first episode, we join with two of the team from On Deck, Michael Gill and Curtis Cummings. They join our hosts Philip Lakin and Blake Bailey to give us their insight into where no-code can take new startups and how you can use it to iterate at lightning-fast speeds internally.

Masters of Process brings you the no-code revolution in full. Join us as we meet with top innovators in the space and explore how they are reinventing the way a modern business operates. Brought to you by industry insiders from No Code Ops and Process Street, each half hour episode is a goldmine of productivity, products, and scaling.

Listen now on your favorite podcast platform. Subscribe now so you don’t miss out on the most in-depth no-code insights!
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The customer lifecycle begins with awareness and matures to advocacy, from the first interaction with your brand, to an evangelized super-user who raves about and recommends your product to friends, family and associates.

This Process Street article focuses on the customer lifecycle management – how to understand the different stages of the customer’s lifecycle, and guide them from initial awareness to long-term advocacy, with the help of tech.

Optimal customer lifecycle management is vital as this can maximize customer lifetime value (CLV) by boosting customer retention. This, in turn, will bolster your bottom-line by:

1. Selling to an existing customer base: There’s a 60-70% chance of selling to an existing customer base relative to a 5-20% chance of selling to new prospects.
2. Increasing customer retention: A mere 5% increase in customer retention is enough to raise a company’s profits by 75%.

Getting customer lifecycle management right can be tough. To help you, we’ve put together this list of essential tools to complete your customer lifecycle software stack, for optimal customer lifecycle management.

Each tool is chosen as per the customer lifecycle stage it’s best used for. Each customer lifecycle stage will have differing aims, which means it’s vital you use the right tools to meet your objectives. For this article, we’ve done the work for you.

• Understanding the customer lifecycle in detail
• Customer lifecycle software to help build brand awareness
• Customer lifecycle software to promote customer engagement
• Customer lifecycle software to ease customer evaluation
• Customer lifecycle software to help your customers make a purchase
• Customer lifecycle software tools to use post-purchase
• Customer lifecycle software tools to promote customer advocacy

Let’s dive right in!
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Hello, and welcome readers to the experience economy.

Take my hand and I’ll guide you to a place of psychic gratification. Feel your senses tingle, and your attention sharpen. You’re entering a new chapter of customer success, one that’s immersive and marks the next economic stage.

Businesses are no longer competing on a commodity level. In a digital world, with growing immersive processing power, organizations must crack the whip and adopt the experience mindset. This is a mindset that’s focused on customer success and delivering exceptional experiences instead of commodities.

In this Process Street article, we take a look at how one particular tech unicorn is succeeding in this experience economy.

You got it, I’m talking about the tech-tycoon Salesforce.

Salesforce is one of the largest tech companies to date with over 49,000 employees in 28 countries and has built the world’s most demanded CRM. Part of Salesforce’s triumph lies in the organization’s customer success capabilities. And today, you will learn how they’ve perfected customer success using principles from the experience economy.

Grab onto your seatbelts as you’re about to be blown away!

• What is the experience economy?
• 8 ways Salesforce achieves complete customer engagement in our experience economy

Here we go!
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96% of businesses use some kind of business process documentation, indicating a desire to document processes. Yet only 2% have fully documented processes that can be relied on for smooth business functioning, despite the widely reported benefits. There seems to be a knowledge gap preventing the full documentation of business operations. This article aims to close that gap and make it easier to build business processes for leaders worldwide.

A business process is a set of steps that, when completed in the required order, deliver the desired business outcome. Process building – aka business process documentation – is the documentation of these steps to create an actionable system to work from.

In this Process Street article, we turn to the process experts. We asked our internal team to give their top tips on process building, and here’s what we found out. We present you with our 8 time-saving tips for efficient process building.

• Tip #1: Start with the big tasks & work your way down
• Tip #2: Quickly copy processes from Excel into Process Street
• Tip #3: Drag and drop media files directly into your workflow templates
• Tip #4: Tag your teammates directly with comments inside of workflow runs
• Tip #5: Use Conditional Logic to show/hide training content (and avoid inconveniencing experienced users)
• Tip #6: Add custom tasks to build truly dynamic processes
• Tip #7: Build a follow-up system & never miss tasks
• Tip #8: Build one-task-processes & master your daily tasks

Let’s start building!
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At Process Street, we serve over 450,000 registered users including the likes of Salesforce, Spotify, and Airbnb. We work with our users to help them get the best out of our software. With this goal in mind, we bring you this article detailing the top 5 secret hacks and tricks in Process Street.

We found out how the Process Street team uses our nifty workflow documentation software in their day-to-day activities. We gathered the responses given from every department and narrowed them down to present 5 top hacks and tricks you can incorporate into your Process Street experience today.

• Trick #1: Document your daily schedule as a checklist
• Trick #2: Automate date form fields to pre-fill
• Trick #3: Use saved views to summarize workflow data
• Trick #4: Order Conditional Logic instructions and use hidden admin tasks
• Trick #5: Embed webpages inside Process Street’s workflows

With that said, let’s jump straight to it!
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