The Customer Success Wiki Index

Customer Success Certifications

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One of the most common questions submitted by newcomers to The Customer Success Forum on LinkedIn is: “What are the best certifications for an aspiring customer success manager?”  The intent of the question is very clear:  What will help […]

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Definition: The Customer Success Organization

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The Customer Success Association has been conducting research into the evolution of Customer Success organizations since 2010, focusing on the Strategy, Process, People and Technology aspects of CS teams all around the world.  This includes such factors as reporting […]

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Procedure: The Transition From Sales to Customer Success

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The following Procedure was written for a standard process found in B2B software firms to cover the transition in account leadership from Sales to Customer Success. Not every company will have all of these roles or steps in the […]

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