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Goals, Metrics, and How to Succeed in Customer Success

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We had a great turn out at last night’s Customer Success Meetup. In addition to networking, we had sessions led by Kristen Hayer, CEO at The Success League and Guy Nirpaz, CEO at Totango. Each presentation was followed by great questions from the audience and a lively discussion.

new network photo

Guy presented, Customer Success Cubed – The Simplest Guide You’ll Ever Find. This high-level overview was designed to convey the fact that Customer Success doesn’t have to be complicated. It all boils down to managing 3 main things:

  • Success of your Customer
  • Success of your Process/Team
  • Success of your Business

All three of these buckets feed into the success of one another and therefore all three must be successful for any of them to be possible. In a nutshell, this is Customer Success. During the Q&A Guy mentioned a very important shift in the way people are thinking about Customer Success, he said, “In the past a lot of people thought less news was better when it came to customers, but this is changing.” Before we had the right tools, people assumed no news was good news, now with the evolution of Customer Success we can see the importance of knowing everything about our customer’s behaviors and product usage to not only manage churn and know when our customers are at risk, but to increase renewals and upsells and truly manage the customer lifecycle.



Kristen Hayer, took it a step further with a deep dive into goals and metrics customer success teams should set to be successful. Kristen broke down 3 steps to making a goal based management plan:

  • Company Metrics – understand company success metrics. For example, churn or retention, expansion, professional services or referral revenue. Bring your finance team donuts and coffee to figure out what revenue the company is expecting from the existing customer base.
  • Success Goals – goals to push your team to achieve success related company metrics, but understand the difference between metrics and reality to make sure you are building a realistic plan with goals you can control the outcome of.
  • Individual Goals – manage each individual to meet goals for themselves and the team. Create an actual plan and have weekly updates.


Kristen’s presentation led to a very engaged conversation with many thought-provoking questions about the customer lifecycle and how to help elevate the success role within an organization.



We hope to see you at our next Customer Success Silicon Valley Meetup. To stay in the loop about upcoming events, join our Meetup group.

Jill Rubin

Jill is a senior marketing and business development executive with experience leading successful teams in both large companies and startups. She has taken companies from early stage to strong revenue growth and propelled established businesses to industry leadership positions.

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