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What is a Customer Success Plan and Why is it critical to building a relationship with your customer?

A Customer Success Plan should clearly define your customer’s goals and how you will help them achieve their expected value from your product. Here are the key elements: 1) Top Level Customer Goals.  2) Objectives for the next 3-6 months.  3) Key Results in the form of SMART Goals (S = Specific – M = Measurable – A = Attainable – R = Relevant – T = Timely)   4) Key Activities & Milestones.  5) Key Risks.  A Customer Success Plan should be the foundation for regular Customer Value Reviews (a.k.a. QBRs/EBRs.)

URL: https://www.thesuccessleague.io/blog/2022/5/18/what-is-a-success-plan-and-why-is-it-critical-to-building-a-relationship-with-your-customer

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Melo Associates

Melo Associates is a Recruitment Firm that specializes in Customer Success hiring of all levels, from experienced Customer Success Managers to the executive level. We focus on the entire Customer Success family, which includes Customer Success, Customer Success Operations, Customer Success Enablement, Customer Success Experience, and Customer Support (on some teams).

URL: https://meloassociates.com/

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Userlot

Userlot is a Customer Success Platform (CSP) that provides all of the key features you need to guide your customers through a structured and effective lifecycle journey. Grow your existing revenue, never miss an opportunity or red flag, and increase retention.

URL: https://www.userlot.com/

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Skilljar

Skilljar is a leading enterprise Customer Training Platform, providing the tools and foundation for successful customer and partner engagement and enablement.

URL: https://www.skilljar.com/

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Vitally

Vitally is a Customer Success Platform that provides a 360 degree view of your customers. Vitally unifies customer data across your tech stack so you can proactively identify trends and leverage insights for a world-class customer experience. Think CRM, product analytics, support tickets, emails, NPS, and revenue data—all in one tab.

URL: https://www.vitally.io/

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Skalin

Skalin is a Customer Success Platform (CSP) specifically designed and built for startups and early stage companies. The product provides health scoring, playbooks and tracking, and a 360 degree view of your customers.

URL: https://www.skalin.io/

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Quala

Quala is a Customer Success Platform (CSP) that mines multi-channel qualitative data to quantify feature mentions, issue prevalence and more to inform strategy. Slice and dice by segment, revenue and more.

URL: https://www.quala.io/

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Salesmachine

Salesmachine is a Customer Success Platform (CSP) that enables companies to convert, onboard, and retain customers. With offices in Paris, France, and Boston, MA and remote employees in many other countries, the company’s products cover both Sales and Customer Success.

URL: https://www.salesmachine.io/

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Pendo

Pendo is a product adoption platform that accelerates and deepens software product adoption. It includes in-app messaging, onboarding, product analytics and user feedback.

URL: https://www.pendo.io/

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Mixmax

Mixmax is an email management platform for Customer Success and account management teams that supports calendar management, polls and surveys, email tracking and synchronization.

URL: https://www.mixmax.com/

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