Natero

In this tutorial video, you'll learn how to create and use a filtered customer list. 

In this tutorial video, you'll learn how to create a custom report using Natero's Chart Explorer.

Natero's task management features will bring all of your tasks together in one place, where you can prioritize, manage, and distribute your team's w...

This 30-minute webinar explores two features in Natero: Triggered Emails - Send emails to your customers automatically. Custom Dashboards - Create per...

In this series of tutorial videos, you’ll learn how to define a workflow template for tracking account processes, how to start a workflow and manage workflo...

In this tutorial video, you'll learn how to create a custom dashboard to track and present key Customer Success metrics by any customer segments you car...

In this tutorial video, you'll learn how to create a custom account view to monitor any segment of customers you care about.   

In this series of tutorial videos, you'll learn how to set up alerts and playbooks to proactively alert your Customer Success team to customers that nee...

In this tutorial video, you'll learn how to set up Natero email triggers to automate customer communications based on smart rules.   

In this tutorial video, you'll learn how to create and monitor account health score for different customer segments you care about.   Learn more:...