Introducing the definitive guide to buying a Customer Success Platform

Thinking of buying a Customer Success Platform?  If so, download the Customer Success Platform Buyer’s Guide and start reading right away!  

The right Customer Success Platform (CSP) will provide unprecedented visibility into your customers, opening up new opportunities – and smarter ways – to understand them.  With 70-95% of revenue coming from renewals and upsells, investing in the right CSP is an essential foundation in retaining and growing customer lifetime value.  

We wrote this guide to help you cut through the noise and focus on the five most important components to consider.  They are:

Early Warning System:

Data-driven insights and alerts identify which customers need your attention and why.

Work Process Management:

Intelligent workflow management ensures that the right actions are prioritized and assigned to the right people.


Customer Campaigns:

Built-in marketing tools use customer analytics and insights to drive automated campaigns and support CSM teams.

Customer Analytics:

Analytics functionality visualizes the state of your business and measures key trends to help your team focus their attention.

Customer Monitoring:

Real-time monitoring charts every step of the customer’s journey with your product.

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You’ll also learn what each of these components must enable you and your organization to do, such as:

  • Get alerts when a customer’s health has changed and know the reasons why
  • View important customer account information in one interface
  • Help CSMs prioritize and manage tasks related to their accounts
  • Trigger automated email campaigns
  • Analyze product adoption rates among premium and standard customers
  • and more….

At a high level, the right platform will drive adoption, reduce churn, and increase upsells.  However, not all customer success platforms are created equally.  Use this buyer’s guide to fully equip yourself with the information you need to make the right decision.


Download it today.

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