Customer Success | 5 MIN READ

How to choose a Customer Success platform?

A customer success solution provides a single platform for insight, execution, and management of your customer success efforts.

Rakhin V
Jan 24, 2020

customer success platform

If you are a SaaS provider, you’ve likely heard lots of buzz about customer success. You know that ensuring customer success can help retain subscribers. But how do you measure customer success? What metrics are essential for your product, and what results are critical for your customers? The answer to these customer success questions and more can be found in a customer success solution. A customer success solution provides a single platform for insight, execution, and management of your customer success efforts.

customer success platform

While customer success is a universal tool for minimizing churn — a metric of how many existing customers leave — how each company measures its customer’s success varies. Each customer has unique goals and markers of success. Because of these individual requirements, SaaS providers need a customer success platform that is more than a window. It must be highly customizable and able to provide ongoing real-time feedback of crucial metrics that show the value that customers receive from a product, and how to optimize product use.

Here are some questions to consider when evaluating a customer success platform for your SaaS business.

What are your customer success needs?

While all SaaS businesses want to maximize customer success, before looking for a platform, companies should know where they currently stand when it comes to customer success. This is a tricky factor, as your business may need extensive insights before answering this question thoroughly. But, to optimize customer success in your organization, you need to know base-level metrics such as:

  • Average revenue per account (ARPA)
  • Lifetime value of your customers
  • Preliminary churn rate
  • Net promoter score (NPS) (if known)

You may, then, need to implement a customer success strategy first with some preliminary short terms goals, such as organizing workflow and putting mechanisms in place for measuring such factors as churn and NPS.

What is your customer touch level?

Planning and managing customer success require an appropriate and scalable plan for success-based contact and communication. This is your touch level with customers, also called your success strategy. Some SaaS products or client relationships require more hand-holding than others. SaaS providers may have a mixed bag of customers, each with different touch levels. It’s essential to know the expectations of your customers because meeting and greeting each one monthly to monitor and ensure success is likely not scalable.

However, a tech-enabled touch level — one that leverages automation is highly scalable. Or, your organization may find that a hybrid approach is preferable.

What does success mean for your product?

A significant indicator of customer success is product use. Your SaaS solution likely offers numerous features and benefits to your customers. It’s essential to map out the customer journey to see how product usage helps customers reach their goals. A customer success platform can provide granular insight into product usage and adoption rate, but usage metrics need context. Success for your customer may only require occasional usage, or it could require continual usage. Whatever ideal usage may be, it is important to identify this based on typical and individual customer traits. Otherwise, usage metrics can be meaningless.

What does success mean for your customers?

Understanding your customers’ goals is essential for understanding their success. Again, this is an ongoing process that develops over your customers’ experiences using your product. A customer success platform gives 360-degree insights across systems, configurable health scores, personalized onboarding, pulse feedback, and product adoption guidance. Still, it’s crucial to make sure that you are collecting the right information. Views into product usage are helpful, but they need to be tied to customer goals to be most impactful.

Since your customers’ uniqueness is a crucial factor in determining their success, optimal onboarding to your product is essential. Customer success platforms can enable SaaS providers to ensure that customers get off on the right foot with the product, which in turn increases adoption rate and optimal use.

What integrations do you require to measure success?

Your customers create a lot of data, but the collection of data alone does not drive success. Instead, customer success can be best assured through viewing relevant data together and in context. The ideal customer support platform enables the integration of data from the different platforms and services your organization and your customers use. From collaboration to marketing, customer success requires views of various activities along the customer journey. You likely use one or more services or platforms to manage customer and prospect data, such as HubSpot, Zendesk, Slack, Asana, and so on. Whatever your platforms, you need a customer success solution that can access, incorporate, and optimize the data generated on your customers.

SmartKarrot provides a customer success platform that builds upon insight to ensure that customers are meeting their product and success goals across the board. With comprehensive customer views, touchpoint management, onboarding and adoption management, and automation of numerous tasks, alerts, and actions, SmartKarrot gets you the data you need, quickly and accurately. With these insights, you can achieve a holistic view of your customers, implement the right touch level for your customer success management activities, and operationalize customer success. With features such as SmartKarrot’s configurable customer health scores, SaaS providers can identify at-risk customers and opportunities for upselling. SmartKarrot’s usage analytics provide the precise level of usage feedback necessary to see where a customer is on their journey to success. And, SmartKarrot enables simple access to expanded metrics, such as NPS, to provide a real-life reflection of overall customer satisfaction.

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Originally Published January 24th, 2020, Updated January 24th, 2020

Rakhin V

Rakhin has over 10 years of experience driving business development and client services. In his prior roles, he stayed close to customers to understand their requirements and help them achieve their business goals. He is passionate about customer success.

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2 years ago


Awesome post! Keep up the great work! :)

2 years ago

Trevor McDonald

Having been a SaaS customer many times, becoming a SaaS business owner has been really exciting. There’s so much that goes into it, definitely not as simple as publishing software and hoping people pay. I’ve been thinking about useful metrics and a couple you’ve mentioned, ARPA and churn, will be really useful for me going forward. Things have been working well so far but we’re still really new so it’d be nice to get ahead before business really picks up.

2 years ago

Sebastian Martin

Our team really enjoys Slack, it’s great software for staying productive and getting things done as a group. We’ve also used Zendesk as a frontend to work with customers, also very nice software but we switched to Freshdesk recently as the pricing is better for us and the user interface is easier to use.

2 years ago

Tips To Choose A Customer Success Platform - Tech Breath

[…] find such a customer success platform, where you can draw inferences. By that, we also mean that you are able to gauge how the customer […]

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