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Customer Success

Definition

A proactive business function dedicated to ensuring customers achieve their desired outcomes while using your product, driving retention and expansion.

Customer Success teams work with customers post-sale to drive onboarding, adoption, and ongoing value realization. Unlike reactive customer support, CS is proactive -- identifying at-risk accounts before they churn and uncovering expansion opportunities. CS managers (CSMs) use health scores, usage data, and regular check-ins (QBRs) to maintain and grow relationships. Strong CS functions are a primary driver of net revenue retention.

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FAQ

What does Customer Success mean?

Customer Success teams work with customers post-sale to drive onboarding, adoption, and ongoing value realization. Unlike reactive customer support, CS is proactive -- identifying at-risk accounts before they churn and uncovering expansion opportunities. CS managers (CSMs) use health scores, usage data, and regular check-ins (QBRs) to maintain and grow relationships. Strong CS functions are a primary driver of net revenue retention.

What are the best Customer Success tools?

Top tools related to Customer Success: Intercom, Crisp, Zendesk, Freshdesk, Freshdesk.