Customer Success Automation: What, Why, How, and When

Customer Success Automation: What, Why, How, and When


Automation is taking over many aspects of our lives, mostly for the better. In the field of customer success, this is also no exception. Although most of us have already accepted and embraced technological advances to our society, automation is still a relatively new and widely misunderstood concept, especially in SaaS. Which begs the question: should you automate certain aspects of customer success? And if so, which? And how? Join us for a free webinar/interview with Principal of CS Leadership, Mark Pecoraro where we will hear firsthand insights on how to break barriers and exceed customer expectations with automation in customer success.

In this webinar you will learn:

  • How to find the “source of truth” for the customer
  • What should and should not be automated in customer success
  • Which tools customer success managers should be utilizing
  • Develop the right processes for your specific solution and drive desired customer outcomes

Featured speaker

Featured speaker thumbnail
Mark Pecoraro
Principal, CsLeadership

Mark has over 25 years of executive experience in post-sales, high-value, B2B Software/SaaS solutions, and brings an immense background of leadership skills and operational experience to help SaaS companies enhance their Customer Success capabilities. With a focus on venture funded, Silicon Valley, SaaS companies of all sizes and industries, he has extensive experience deploying Customer Success Automation platforms, and is a thought-leader in the CS community, serving as the Co-Chair of the Customer Success Governance counsel.

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