How to manage customer success

A step by step guide to customer success, creating full visibility of the companies you manage and open or ongoing tasks they need to perform.

What is customer success, and why does it matter?

Customer success is the process of ensuring that customers are successful with a company’s products or services. This typically involves providing excellent customer service and support, as well as offering training and resources to help customers get the most value from their purchase.

The goal of customer success is to improve customer satisfaction and retention, which can drive revenue and growth for the company. By focusing on customer success, companies can differentiate themselves from competitors and build customer loyalty and advocacy.

Customer success is critical for the success of any company, as it can drive revenue and growth, differentiate the company from competitors, improve customer loyalty and advocacy, provide valuable insights for improvement, and help maintain a positive reputation.

Customer success helps drive revenue and growth:

By focusing on customer success, companies can improve customer satisfaction and retention, which can lead to increased revenue and growth.

Customer success can differentiate the company from competitors:

By providing excellent customer service and support, companies can differentiate themselves from competitors and gain a competitive advantage.

Customer success can improve customer loyalty and advocacy:

By ensuring that customers are successful with their products or services, companies can build customer loyalty and advocacy, which can lead to increased referrals and positive word-of-mouth.

Customer success can provide valuable insights for improvement:

By tracking and analyzing customer feedback and data, companies can identify opportunities for improvement and drive continuous innovation.

Customer success can help maintain a positive reputation:

By prioritizing customer success, companies can maintain a positive reputation and build trust with their customers.

A step-by-step guide to managing customer success

Here is a step-by-step process for organizing and streamlining your bug resolution process to improve your software development process:

1.Identify KPIs

Identify the key performance indicators (KPIs) and service level agreements (SLAs) that will be used to measure customer success.

2. Set up CRM system

Set up a customer relationship management (CRM) system or tool to track and manage customer information and interactions.

Use the CRM system to create and manage customer profiles, including information about the companies they represent, their contact details, and any open or ongoing tasks they need to perform.

3. Monitor and track

Monitor and track customer interactions and performance against the established KPIs and SLAs, and use this information to identify opportunities for improvement.

4.Update and report to customers

Provide regular updates and reports to customers to keep them informed of their progress and any issues that need to be addressed.

5.Offer training and support

Offer training and support to help customers get the most value from your products or services, and provide guidance on how to use them effectively.

6. Gather feedback

Use customer feedback and data to identify areas for improvement in the customer success process, and implement changes and improvements as needed.

โšก Download our pre-built Customer Success Workflow

Explore and download our Customer Success Workflow template to instantly get a documented, step-by-step workflow for managing the customer success process Once downloaded, you can start running the workflow as is or customizing it to your own requirements (and we can help you build along the way).

More workflows and processes you can automate with Workflow86...

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