Customer Success Articles

Welcome to our Customer Success category, the heart of our blog! Here, you’ll find a comprehensive collection of articles dedicated to the ever-evolving field of customer success. Our mission is to empower customer success managers (CSMs), executives, and teams with the knowledge and tools they need to drive customer satisfaction, loyalty, and growth.

In this section, we delve into a wide range of topics, from foundational principles to advanced strategies. Discover actionable insights on customer onboarding, retention, engagement, and expansion. Our expert contributors share their experiences, tips, and best practices to help you build and maintain strong, lasting relationships with your customers.

Customer success is not just about solving problems; it’s about proactively ensuring that your customers achieve their desired outcomes. Learn how to leverage data, technology, and innovative approaches to anticipate customer needs and exceed their expectations. Whether you’re looking to refine your customer success processes or implement new initiatives, our articles provide valuable guidance and inspiration.

Explore real-world examples, case studies, and thought leadership pieces that highlight the impact of effective customer success strategies. Join our community of customer success professionals and stay ahead of the curve with the latest trends, tools, and techniques. Dive into our Customer Success category and start transforming your approach to customer success today!

Customer Success Articles

The SaaS Customer Segmentation Guide for CSMs

Picture this: It’s the holiday season, and you’re faced with the delightful challenge of picking the perfect gifts …

Customer Success Articles

The Silent Architect: How Customer Success Influences Product Roadmaps

The product roadmap is not a one-and-done process. It’s an ongoing cycle of listening, learning, and iterating. Your …

Customer Success Articles

Speaking the Customer Success language: A to Z CS terminology

Every industry and job comes with a specific set of terms and buzzwords. When we are talking about …

Customer Success Articles

Account Expansion: What It Is, Why It’s Important, and Strategies to Make It Happen

Achieving sustainable growth is the ultimate pursuit of any business. In the competitive world of SaaS, it’s all …

Customer Success Articles

54 SaaS Customer onboarding and retention statistics you need to know

Providing a great customer onboarding experience is crucial in the SaaS industry. If your customers have their a-ha …

Customer Success Articles

Explaining the RATER Model of Service Quality

Measuring the quality of customer service is a double-edged blade – it can be both useful and a …

Customer Success Articles

SaaS Customer Onboarding Guide: Navigating Challenges and Driving Success

The definitive guide on how customer onboarding can fundamentally influence lifetime value, and to optimize for client retention and loyalty.

Customer Success Articles

Most Important Questions CSMs Should Ask Their Customers

Let me ask you something: what’s the one colloquial idiom that also qualifies as a CS best practice? …

Customer Success Articles

ChatGPT in Customer Success: Practical Examples & Limitations

ChatGPT has taken many industries by storm, and customer success is no exception. But let’s be pragmatic — …

Customer Success Articles

Master Customer Success Operations through Data-led Growth

In an ever-increasing number of insights we can pull from our survey on quiet quitting, we found that …

Customer Success Articles

Your Champion Has Left the Company — How Do You Ensure Retention?

Champions are what a CSM’s dreams are made of. They love your product, they love working with you, …

Customer Success Articles

Make Low Touch Customer Success High Value with Automation

In our jobs as CSMs, it’s often the case that we’re overwhelmed – either by the number of …

Customer Success Articles

Quiet Quitting: Are CSMs Responsible For Too Many Things & Overworked?

As part of our study on quiet quitting in customer success, we have already discovered that companies are …

Customer Success Articles

Customer Advocacy: Why It’s Important & How to Nurture Your Customers Advocates

The term “customer advocacy” may sound all sophisticated, but under the hood, it’s simply a continuation of good …

Customer Success Articles

How to Build Clear, Data-led Customer Success Workflows

So your customer success team is growing. You’re faced with new clients, new challenges, and too many new …

Customer Success Articles

7 Challenges & Questions CSMs Need to Face in 2023

In our recent article, we covered some of the key predictions for CS trends that will dominate the …

Customer Success Articles

The Secret to Efficient EBRs for SaaS and Customer Success

The question of executive business reviews brings up an interesting debate: are EBRs even necessary? What about QBRs? …

Customer Success Articles

Customer Success Predictions for 2023

In our 2022 Customer Success Year in Review article, we explored a few CS trends that will emerge …

Customer Success Articles

Customer Success Events and Conferences To Attend In in 2023

We’ve made a new list for 2025! Check it out here. 2023 is here and it comes with …

Customer Success Articles

Aligning with Customer Success – Promoting Cross-Departmental Collaboration

Unaligned goals and KPIs have been a challenge of customer success teams since day one. Sadly, even today …

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