top of page
Sales Engagement
Discover expert insights and proven strategies to enhance your sales engagement, forge meaningful customer connections, and accelerate pipeline growth.


The Perfect Customer Success Organization Structure: A Proven Framework for 2025
This article explores the essential roles, models, and best practices for building a scalable CS framework in 2025.

Rodrigo Alarcon
Sep 3011 min read


How to Build a B2B Sales Strategy That Actually Drives Revenue [Step-by-Step Guide]
B2B sales cycles are long and complex, but a clear strategy makes them predictable. This guide walks through defining your ICP, mapping the buyer journey, aligning sales and marketing and more.

Rosa Peraza
Sep 2913 min read


B2B Customer Success Best Practices
Customer experience drives B2B revenue. This guide distills the most effective customer success practices so your team can deliver measurable retention and expansion results.

Jon Elhardt
Sep 2610 min read


7 Proven B2B Cross-Sell Strategies That Can Double Your Revenue in 2025
This article outlines 7 proven strategies that can double your revenue by expanding existing client relationships. From trust-based selling and smart bundling to personalized recommendations.

Rodrigo Alarcon
Sep 258 min read


How to Create a Quarterly Business Review Template That Clients Actually Love
This article walks you through a five-step framework to create QBR templates your clients will actually look forward to.

Rosa Peraza
Sep 2410 min read


How Tendril Connect Drives Proactive Customer Engagement and Slashes Churn
Customer success teams can’t afford to wait until churn happens. This article shows how Tendril Connect transforms reactive outreach into proactive engagement.

Jon Elhardt
Sep 237 min read


Customer Success Automation: A Practical Guide to High-Touch Engagement
Tired of juggling renewals, QBR prep, and churn‑risk monitoring? This hands‑on guide shows Customer Success leaders how to automate routine tasks, surface proactive insights, and free CSMs for the relationship moments that matter most.

Rosa Peraza
Sep 229 min read


Customer Communication Cadence: How Often Should You Reach Out?
Getting cadence right can make or break customer success in 2025. This guide shows you exactly how often to reach out.

Rodrigo Alarcon
Sep 198 min read


Personalized Customer Outreach Guide for Newbies
Personalization isn’t inserting a first name into an email. This beginner‑friendly playbook shows Customer Success teams how to build rich data profiles, segment smartly, time messages perfectly, and scale one‑to‑one outreach without losing the human touch.

Jon Elhardt
Sep 1810 min read


What Is Customer Health Score and How to Calculate It
Step-by-step guide to building a customer health score: selecting metrics, weighting factors, automation tips, and action frameworks to drive retention.

Rosa Peraza
Sep 1710 min read


The 7 Customer Retention Strategies You Need for 2025
Learn how AI-driven personalization, proactive Customer Success, and value-based loyalty programs can raise retention and lifetime value.

Rodrigo Alarcon
Sep 168 min read


Top 10 Customer Success Tools of 2025 | Reduce Churn and Drive Growth
Modern customer success teams need data‑driven platforms to manage onboarding, track product usage and reduce churn. This guide highlights the top customer success tools of 2025.

Rodrigo Alarcon
Aug 218 min read


The Upsell Playbook: Grow Accounts Without Getting Pushy
Upselling works when it’s useful, not pushy. This playbook shows how to time offers, anchor on customer outcomes, tips and tricks to expand accounts.

Jon Elhardt
Aug 2010 min read


Proactive Customer Engagement: How to Build an Engine Your Customers Feel
Most teams wait for issues before they act, then wonder why churn rises. This guide shows you how to flip the model and build a proactive engagement engine.

Rosa Peraza
Aug 199 min read


How To Use Churn Prediction Models
Learn data prep, model training, and real-world tactics—plus how live agent outreach turns churn insights into renewals and revenue growth.

Rosa Peraza
Aug 136 min read


AI in Customer Success (2025 Guide)
AI handles up to 95 % of routine CS tasks, but customers still crave real conversation. This guide shows seven strategies to turn data into durable customer relationships.

Rodrigo Alarcon
Aug 129 min read


10 Customer Success Metrics Every Team Should Track in 2025
Customer success now owns revenue. This guide details the ten metrics—NRR, churn, health score, product adoption, and more.

Jon Elhardt
Aug 119 min read


Why Tendril is the Best Dialing Platform for EdTech Companies
EdTech sales demand compliant, hyper-targeted outreach. Learn why traditional dialers fall short, how Tendril’s agent-assisted platform cracks the code, and what BrainPOP and 4MATIV gained from switching.

Jon Elhardt
Jul 147 min read


How to Build Customer Feedback Loops That Drive Product Roadmaps
This guide breaks down seven essential tactics for building closed-loop feedback systems—from multi-channel collection and structured triage to CS-to-product handoffs and ROI tracking—so your roadmap stays laser-aligned with customer needs.

Jon Elhardt
Jul 59 min read


10 Renewal Management Best Practices to Boost Retention
This guide details ten proven renewal-management best practices—early health scoring, multi-stakeholder engagement, flexible pricing, automation, and more—showing how B2B teams can raise gross renewal rates and net revenue retention.

Rodrigo Alarcon
Jul 410 min read

bottom of page