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

5 Daily Habits of Great Customer Success Managers that Make a Huge Difference

Which fundamental skills can you develop to go beyond expectations and become a great CSM? Here are the 5 daily habits you should focus on.

Customer Success Articles

2025 Customer Success Industry Market Statistics, Salaries, and Growth

The impact last year had on the customer success industry was a significant one. Tech startups and SaaS …

Customer Success Articles

The 20 Essential Customer Success Books for the Modern CSM | 2025 Updated List

We found the essential customer success books every CSM needs to read. Pick your next read and discover the latest tactics to reduce churn and grow revenue.

Customer Success Articles

Why Do I Need Customer Success Software?

Customer Success software greatly improves your team’s efficiency. Here’s why your team needs a dedicated CS platform.

Customer Success Articles

Understanding What Customer Success Vectors Are and Why You Need to Ditch Your KPIs

Learn about customer success vectors and how they help you understand where your customer’s experience is heading compared to where they expect it to go.

Customer Success Articles

What Is a Customer Success Representative & Why Do You Need One?

Learn how to ace the customer success representative interview, and what it takes to be the best.

Customer Success Articles

The Full Guide to Customer Health Scores

A comprehensive article and free PDF guide to Customer Health Scores: everything you need to know about how to set them up in one place.

Best Practices

How Customer Success Managers Can Use Support Ticket Data To Better Understand The Customers’ Journey

CSMs must review customer support ticket data to understand how customers are really doing and learn to use that data to improve their customer success activities.

Customer Success Articles

Customer Success: Common Fails and How To Avoid Them

Marketers, entrepreneurs, and solopreneurs could consider customer success the be-all-end-all when it comes to their company’s longevity. And …

Customer Success Articles

Customer Churn – The Ultimate Guide with Tactics and Strategies

The definitive guide on SaaS churn: everything we know about preventing customer churn and reducing MRR churn with examples.

Best Practices

9 Customer Success Automation Challenges And How to Handle Them

80% of customers say the experience a company provides is as important as its products and services. Still, …

Customer Success Articles

Crisis Customer Engagement Plan And Playbooks

The recent crisis is disrupting businesses all around the world. Unless you’re providing a service that’s indispensable (like …

Customer Success Articles

CS In Time Of Crisis – How to React & What to Do

Right now, we’re facing a truly unprecedented situation. The Coronavirus outbreak is affecting all of our lives, families, …

Customer Success Articles

20 Customer Success Courses & Certifications Every CS Manager Needs in 2025

Whether you’re planning to start a new career in customer success or upgrade the skills and knowledge you already …

Customer Success Articles

9 SaaS Customer Success Experts Reveal Their Best Advice

If you’re like many SaaS Customer Success professionals we know, you’re probably deep in 2020 planning. You have a lot …

Customer Success Articles

Want A Better Customer Experience – Align Customer Success And Marketing

Most software-as-a-service (SaaS) companies implement customer success programs to reduce churn. But there’s a reason that McKinsey calls customer …

Customer Success Articles

How To Start A Great Customer Success Program In 90 Days

Have you been charged with creating a customer success process at your company? Maybe you’re the first customer …

Customer Success Articles

Customer Success Vs. Customer Experience — Is There A Difference

If you’ve spent any time reading about customer success (CS), you’ve probably noticed that it emphasizes crafting positive …

Customer Success Articles

7 Ways SaaS Companies Can Increase Conversion Rates

Starting your SaaS was a daunting task, but the journey doesn’t end there. You’ve no doubt worked diligently …

Customer Success Articles

The Importance Of Customer Success Documentation

Have you ever read a piece of professional documentation and thought, “Wow, that was very helpful and well …

Notice:

Notice: This website or its third-party tools use cookies, which are necessary to its functioning and required to achieve the purposes illustrated in the privacy policy. If you want to know more or withdraw your consent to all or some of the cookies, please refer to the privacy policy. By closing this banner, scrolling this page, clicking a link or continuing to browse otherwise, you agree to the use of cookies.

Ok