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.)
Customer Success Index Links
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.
User Review
( votes)Skilljar
Skilljar is a leading enterprise Customer Training Platform, providing the tools and foundation for successful customer and partner engagement and enablement.
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( votes)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.
User Review
( votes)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.
User Review
( votes)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.
User Review
( votes)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.
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( votes)Medallia Strikedeck
Medallia’s Strikedeck is a Customer Success Platform (CSP) that equips companies with the right tools to understand customer health, usage trends, reduce churn, improve advocacy, and increase CSM productivity in a centralized system.
User Review
( votes)Latviv
Latviv is a multi-tenant Customer Success Platform (CSP), covering customer success management not only from vendor to customer, but also via channels and partners.
User Review
( votes)Intercom
Intercom is a customer communications platform that covers every aspect of the customer journey, from conversion to engagement to support. The product features live chats, virtual support agents, shared inboxes, and product tours. etc.