Application for Listing in The Customer Success Technology Registry

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Company *

Name *

First

Last

Title *

Email *

Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

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Main Company website URL: *

Customer Success Technology Product Description page URL: *

Please provide a 50-word description of your company for inclusion in the customer Success Index *

When was the Company founded? *

When was the product first released? *

When did the first paid customer go live? *

The Customer Success Association has been following the Customer Success Technology sector since 2012 when there were only three players. The market has expanded to over 300 firms offering a variety of applications, with more coming every day. To assist CSTECH companies in refining their go-to-market strategy, we offer a product/market Review service, What aspects of your product will be most likely to resonate with the global customer success professional community? What partnership options might be appropriate to consider? The depth of the research can be tailored to your interests and budget. Are you interested in such a service for your company at this time?

• Yes
• Perhaps later
• No

What is the size of your company? *

• 10 employees or less
• 11-49 employees
• 50-99 employees
• 100 or more employees

What is your *primary market focus? *

• Small to medium sized companies (499 or less employees)
• Medium to Large sized companies (500-999 employees)
• Enterprise level businesses (1,000 or more employees)

Comments and Explanations

Which of the following additional income/revenue sources or conduits are in use by your company? (Please check all that apply.)

• None. We only bill for subscription fees
• Enhanced usage billing (by number of transactions, capacity used, etc.
• Paid implementation / Onboarding / Integrations services
• Customer Success (Business consulting, coaching, analysis, etc.)
• Customer Support (Unbundled as a separate product or premium service levels, etc.)
• Training (Unbundled as a separate product.)
• Outsourcing. (You provide trained personnel as well as your technology product.)
• Metadata (selling usage reports or trend data.)
• In-app advertising
• Other. Please describe in the comments $ explanations space.

Comments and Explanations for additional revenue sources / conduits. (If any)

Does your company maintain offices in more than 1 country? If so, please describe. Otherwise, just reply No. *

Do you have commission-based or other paid relationships with any 3rd party consultants, influencers, content providers, and/or subject matter experts, etc.? *

• No, we do not have any commission or paid relationships with any 3rd party consultants, influencers, content providers, and/or subject matter experts.
• Yes, we do have commission-based or other paid relationships with 3rd party consultants, influencers, content providers, and/or subject matter experts
• We sometimes employ consultants as sub-contractors in our work with our customers.
• We have plans to offer commission based or other paid relationships with 3rd party consultants, influencers, content providers, and/or subject matter experts in the future. Please explain below.
• Other. Please describe below.

Comments and Explanations regarding your 3rd party paid relationships. If none, just enter: None or N/A. *

Do you offer a free version of your product? *

• Yes
• No
• We are considering it.

Does your company put on its own Conferences and/or coordinate local meetups for Customer Success professionals? *

• Yes
• No
• We are considering it.

If you put on your own conferences, and/or support local meetups for CS professionals, please list the URLs for such events or groups. Otherwise, enter N/A *

Does your company have its own online Customer/Product community discussion resource" *

• Yes
• No
• We are considering building one.

If you have an existing online community discussion resource, please list the URL and describe how you use it. Otherwise, enter N/A *

The Customer Success Association offers several options for CSTECH vendors to enhance their brand awareness across the international Customer Success community. These include preferred placement of enhanced logo-links on the pages of the CSA site, participation in video events, and access to ongoing research findings. Would you like to receive more information regarding these options? *

• Yes
• No
• Maybe later.

From the following list of categories, please check the *primary* category for your product . NOTE: In order to be included in the CSP/CSMS Category, you *must* complete the CSP Features question. (In the next question, you may select additional categories, but in order for you to be included in more than the primary category requires that you offer these products for sale independently AND you place a reciprocal link on your website back to the CSA website.) *

• CSP/CSMS: Customer Success Platform / Customer Success Management System. (Completion of the CSP section is required in order to be listed in this TechMap category.)
• CRM/SFA: Customer Relationship Management / Sales Force Automation
• Analytics/Business Intelligence
• Communications Analytics ( e.g. mining Slack or other online discussions content, email, etc.
• Data Management tools (Migrations, validation, etc.)
• Surveying tools: CSAT / NPS / CES
• Onboarding Management tools
• Customer Support Case Management systems
• Knowledgebase / Wiki systems
• Online Community Discussion Groups / Forums
• Communication tools: (In-app, website, etc.)
• Communications Platforms
• Product Adoption / Management
• Project Management
• Learning Management Systems (LMS)
• Marketing Automation / Customer Nurturing
• Customer Advocacy / Testimonial Management
• Website Analytics
• VOC: Voice of the Customer / Customer Feedback
• Customer Journey Mapping
• Individual Customer Success Plan Creation and Management
• Other. (Please identify and explain in the Comments & Explanations field below.)

From the following list of categories, please check any additional categories where you offer independent products. To be listed in additional categories requires that you place a reciprocal link back on your website to the CSA website.) *

• CRM/SFA: Customer Relationship Management / Sales Force Automation
• Analytics/Business Intelligence
• Communications Analytics ( e.g. mining Slack or other online discussions content, email, etc.
• Data Management tools (Migrations, validation, etc.)
• Surveying tools: CSAT / NPS / CES
• Onboarding Management tools
• Customer Support Case Management systems
• Knowledgebase / Wiki systems
• Online Community Discussion Groups / Forums
• Communication tools: (In-app, website, etc.)
• Communications Platforms
• Product Adoption / Management
• Project Management
• Learning Management Systems (LMS)
• Marketing Automation / Customer Nurturing
• Customer Advocacy / Testimonial Management
• Website Analytics
• VOC: Voice of the Customer / Customer Feedback
• Customer Journey Mapping
• Individual Customer Success Plan Creation and Management
• Other. (Please identify and explain in the Comments & Explanations field below.)

Comments and Explanations

CSPs / CSMS: In order to be included in the CSP category, you must completely identify the specified features and functionality of your product below/ Does your product inherently support:

• 1. A Dashboard for CSMs to manage their workflow and book of accounts
• 2. Account Management - record engagement & playbook actions taken by assigned CSMs with drill down for details
• 3. Playbook Management, including:Create & manage playbooks, including individual customer success plans with drill down for details / Automated actions by customer account - send emails, alerts / Reporting on Playbook status with drill down for details
• 4. Onboarding Management: checklists, playbooks and with a Customer-accessible onboarding dashboard
• 5. Customer Health Management, including Health status monitoring and alerts with drill down for details
• 6. Either your product does application feature usage tracking inherently, OR you provide pre-built conduits to one or more external feature usage monitors (Mixpanel, etc.)
• 7. Integration with Customer Support case management systems (Zendesk, etc.) with drill down for details
• 8. Full Integration with Communications platforms
• 9. Full Integration with Survey tools (Surveymonkey, etc.)
• 10. Full Integration with CRM system (Salesforce, etc.) to enable account record keeping and reporting
• 11. Full Integration with Financial systems (Accounting)
• 12. Full integration with Project Management capabilities
• 13. A Customer Success Group Management Dashboard including: Monitoring and reporting on all CSMs and their activities, CSM utilization tracking / Status of all customers by segments and health with drill down for details

Comments and Explanations about your CSP product.

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