Best Practices

Examples of how to accomplish things, effectively and productively, using Natero.

Measure the Impact of Onboarding Practices
You can't improve what you can't measure “If you can’t measure it, you can’t improve it.” It’s an old management adage that is still accurate t...
Fri, 4 Oct, 2019 at 7:21 PM
Task Management for Customer Success Teams
Natero was founded on the premise that Customer Success teams need better access to actionable customer data. Early on, we also recognized that CSMs were st...
Fri, 4 Oct, 2019 at 7:21 PM
Improve Product Value and Marketing Campaigns with Customer Analytics
The value of advanced analytics combined with customer success data isn’t just limited to the Customer Success team, but can also be extremely valuable to t...
Mon, 14 Oct, 2019 at 12:39 PM
Managing QBR in Natero
You can leverage the tools available in Natero to help you track and manage the QBR process more effectively. Below are some best practices we recommend.  ...
Mon, 14 Oct, 2019 at 12:39 PM
Using Metrics in List View, Custom View and Chart Explorer
Metrics Overview Metrics are time series data that are being tracked and aggregated on a regular basis, metrics can be charted over time to view trends. W...
Mon, 14 Oct, 2019 at 12:39 PM
Using Account NPS Score in Natero
Natero does not provide NPS survey as a native feature, however, you can sync in account NPS history through 3rd party integration with an NPS tool of your ...
Mon, 14 Oct, 2019 at 12:39 PM
Optimize Your Onboarding Process
Onboarding is one of the most critical yet vulnerable phases in the customer lifecycle. Your customer will want to see positive business impact and value of...
Mon, 14 Oct, 2019 at 12:39 PM
Example Rules for Account Views and Alerts
At risk onboarding accounts - low activity Accounts stage change - free to paid Invoices outstanding for more than 10 days At risk high-touch accoun...
Fri, 4 Oct, 2019 at 7:21 PM
Aggregation & Segmentation Analysis
Understanding customers begins with the basics Aggregation Aggregation takes a set of data and pulls it into a single value. For example, the number o...
Fri, 4 Oct, 2019 at 7:21 PM
Configure Account Health Score
The Natero CSM solution includes a customer health score which is configurable. The meaning of the health score can vary based on how you want to use it. Fo...
Fri, 4 Oct, 2019 at 7:21 PM