Home Tips & Tricks Best Practices of Customer Success Management

Best Practices of Customer Success Management


Around 70% of companies feel customer success is very crucial for their business. However, you need to ensure that you follow the best methods to boost customer success management.

If you are reading this, chances are you have already made up your mind to improve customer success management.

Without wasting any more time, let’s have a look at customer success management best practices.

1. Understand What customer success means to your customers

The first step towards customer success management is understanding what it means to your customers. What are they trying to achieve? You probably think you already know what they want, but it’s not the case every time.

Remember, customer’s expectation changes with time. Therefore, you need to keep up with the changing trends.

Talk to your customers, send out short email surveys regularly to your subscribers. You can also call your customers and ask them about their goals and what they expect from you.

2. Segment Your Customer List

In the world where every business collects tons of customer data, it’s not difficult for you to segment your customer list. You can divide them as per their browsing behavior, interests, demographics, location, and more. This will help you personalize your message, boost sales, and improve customer success management process.

3. Focus on Customer Success from the Early days

The earlier you focus on customer success, the better the chances of achieving it. Focusing on customer success isn’t a task, it’s a mindset that your entire company must adopt.

Start the customer process as soon as a prospect joins you. Don’t wait for them to buy your products or services. Treat your email subscribers as your customers.

All the teams in your company, including sales, marketing, and customer support, must contribute to customer success management in one way or another.

One of the best ways to do so is by choosing one or two representatives in each team who will be held accountable for customer success for their department.

4. Create a Customer Success Journey Map

As mentioned above, customer success must not be on the hands of one employee or one department, for that matter. It’s something that must be accomplished by the whole company.

Also, there are a lot of data associated with customer success in various departments. It can include different information, such as the tools and systems they use, feedback loops, decisions, and anything that can happen in the customer success journey.

Creating and managing customer success journey isn’t as easy as it looks. You must create a detailed plan and take a deep dive into the process. One of the best ways is to create a flowchart that demonstrates how you can go through the process.

5. Add Value With Every Interaction

You must have heard “Time is Money”. And every time your customers are interacting with your business, they’re investing their time, not to mention the money.

As a good company, you would not like to waste either the money or time of your customers.

Also, you interact with your customers at various points of their journey. Sales call, feedback emails, negotiations, implementation, support, upselling, maintenance, and more.

Also, you get so much data to work with. Make the best use of it. Also, give them a reason to interact with you again and again.

Here are a few things you can do to add value with every interaction:

  • Recommend new features
  • Suggest best practices
  • Offer training
  • Share marketing resources (like blogs and podcasts)
  • Highlight industry news
  • Congratulate them on successes

6. All Customers Are Not Equal

Remember, one-size doesn’t fit all. And, you need to adopt this mindset throughout your company. The earlier you understand this the better customer success management you will have.

Prioritize everyone’s needs and deliver them the very same thing. Don’t proceed on the assumptions, instead ask them what they want or expect from you.

You will be surprised to know how many companies consider all their customers as equal.


Customer success management isn’t tough. However, following the best practices guarantees you success. The tips mentioned above can help you boost your customer success management.

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