Identify, monitor, and execute timely account expansions with real-time reports and indicators.
Proactively identify at-risk customers and prevent churn using automation, early warning insights, and more!
Understand your customers interactions with your product and make informed product success decisions.
Define and track onboarding by phase, user progress, account, and portfolios.
Intelligence-driven, scalable insights for onboarding, adoption, retention, and revenue growth.
Handle this critical component of the post sales customer journey.
We aren’t just any Customer Success platform. We have the insights, imagination, and technology that others don’t.
Get a complete view of your customer and all their moving parts.
Deliver consistent customer experiences and repeatable success.
Create the right scoring system for your organization.
Create alert rules that are flexible.
Manage, analyze, and optimize your customer interactions.
Track your tasks easily by account, product, and outcome categories for better efficiency.
Create dynamic segment across accounts and users.
Drive adoption, upsell and cross-sell using extensive product data.
Automate your actions, alerts, playbooks and more.
Proactively uncover key insights and receive data-driven recommendations for your team.
Transcribe your calls and catch key phrases used by customers to trigger actions.
Improve decision making and actions for enhanced outcomes.
Unlock value from your data with our embedded Business Intelligence solution.
Meet the industry’s first virtual assistant (SIA) designed for customer success and account management.
Our core values, team, and community
Get in touch anytime.
Don’t miss an episode of the Customer Success Intelligence Podcast
Our annual survey captures the current state of CS Intelligence and automation.
Resources for new and seasoned Customer Success teams.
Features and SDKs you can integrate into your apps.
Calculate the potential ROI you could achieve with SmartKarrot CS.
Do you aspire to become a client success specialist? If yes, check out this blog wherein we have mentioned the top 5 books that will help you become one of the best.
The main objective of your entire revenue organization is client success. Client success occurs when your clients perceive the ROI (return on investment) they seek from your offering. An account executive would have been in charge of this in the past.
Keeping customers satisfied is now the job of the client success specialist because customers are expecting more from the things they purchase and because products are becoming more complex.
The dynamics of relationships are fundamental to SaaS (Software As A Service) sales. No transaction is enormously successful until the customer has fulfilled their end of the bargain (perhaps with an upsell or two along the way).
Considering how sophisticated and expensive SaaS products are, it is critical to make sure that every customer gets the most out of their purchase. In times of genuine market uncertainty, this commitment to client success is even more crucial.
This was especially the case during the forced lockdown period of 2020 when we observed client success specialists attending an increasing number of remote meetings.
Let us analyze the profile of a client success specialist, consider their regular responsibilities, and determine exactly what benefits they may provide your revenue business.
A customer success specialist, as the name suggests, is a professional dedicated to ensuring success for a business’ customers. A business or an organization can never be successful unless its customers are.
Client success specialists work closely with clients to ensure they have all the information and resources to fully utilize the company’s app. They make the clients feel that they are getting the full return on their investment. The services of these professionals aim at turning each new client or subscriber into a loyal long-term customer. They maintain such a relationship with customers that they feel valued thus improving customer retention and leading to the company’s growth.
Every B2B SaaS business requires specialized professionals who can hold the hands of clients and smoothly guide them throughout the launch lifecycle. The work of a sales representative ends when a prospective customer makes a purchase or subscribes to a service. Without a client success specialist, the customer may not be able to fully utilize the services of their subscribed app and may never renew the subscription because it feels like a waste of money.
As customer success specialists are dedicated to making the customers feel successful, they need to have multiple touchpoints within the organization. They will not be able to justify their key responsibility if they are tied to any one department. They need to be a centerpiece to many conversations going around within the organization. The major people who need to collaborate with a customer success specialist include –
The entire task bundle of a customer success specialist can be divided into three basic key responsibilities.
Customer success specialists must ensure that customers fully use the features of their company’s app. For this purpose, they need control over the onboarding process of new clients. Once the sales representative successfully closes a deal with a new client, the client success specialist takes charge of making the onboarding process seamless for the customer. They need to make sure that the customer faces no issues in navigating through the app.
The next key responsibility of a customer success specialist is to improve the customer retention rate and decrease the churn ratio. For this purpose, they need to keep an eye on every upselling and cross-selling opportunity. Further, they need to monitor whether the customers are using the app regularly and extend a helping hand whenever the need is felt. They also need to follow up with clients whose subscription is about to expire and convince them to renew the subscription. This way the client churn ratio can be decreased, and customers can be retained for longer.
Another important but often overlooked responsibility of a client success specialist is to gather client feedback and analyze them to extract essential information. Client feedback is one of the most precious pieces of information one can have to improve their product and services. Each department, including product development, marketing, and sales, can benefit from customer feedback collected by client success specialists. Asking for feedback not only brings valuable information but also makes the customers feel valued and heard.
You need to choose a professional as a client success specialist for your business keeping their importance in mind. You must look for some critical skills before taking someone on board as a client success specialist.
A client success specialist needs to be very efficient in soft skills. Someone who wants to build a career in this profession must know the skills of understanding customers’ issues and offering solutions to ease their journey.
A client success specialist must have the knack to resolve conflict and pacify people. Sometimes clients can be really angry when their expectations are not met. A client success specialist must have the patience to listen to the complaints and find a solution to the issue. They work like a bridge between clients and the company, so they always need to be ready to resolve any conflict and satisfy both ends.
A good client success manager will be one that does not wait for an issue to arise. These professionals must be predictive in their approach so that they can weed out any issues that a client might encounter in their product journey. They must have the art of expectation management so that they can exceed customers’ expectations rather than fulfilling them.
When customers contact someone in a company they need to be heard. When they are investing their hard-earned money in your product, they will expect you to listen to them. As a client success manager is a professional that would come in direct contact with the clients, they must have listening and understanding skills.
To be a good client success specialist one must also be efficient in using IT methods. This is important because the client success specialist needs to deal with a huge amount of data. Without being efficient in using IT methods, professionals will find it tough to fulfill their duties.
Learning is a never-ending process regardless of the place we reach in our careers. Despite all the advances in technology, reading books is still considered the best way to learn skills and advance a career. Here are the top 5 books one can read to advance their career in client success.
Wayne McCulloch is a chief customer officer leading a global success function with more than 25 years of experience in the software industry. In this book, he shares his experiences divided into seven pillars for easy understanding.
This book is considered a definitive reference book for Customer Success Managers and other similar roles in the field. This manual is filled with practical knowledge for beginners as well as for professionals in senior managerial positions.
This book by Paul J Henderson gives a big bold statement – “technology vendors should focus on customer outcomes, not products.” This book comes with a lesson that success for entrepreneurs, especially technology vendors hinges on ‘outcome-driven thinking.’ This is an enjoyable read for anyone wishing to build a career in customer success.
This award-winning book by Donna Weber is a must-read book by customer success professionals as well as others from the related field. The book deals with an important topic for customer success professionals – ‘customer onboarding.’ This is a book that can have a transforming effect on customer success professionals regardless of their current position.
This book by Rick Adams is considered a complete handbook for CSM (Customer Success Manager) professionals at all levels. Rick Adams has trained and coached hundreds of customer success professionals and this book is a compilation of his experiences and practical lessons.29
Think of client success as a progressive investment. With the rise in your role as a client success specialist, you can expect to get deeper into the entire client success team. This will ensure that you commit yourself to doing the best for your clients by ensuring they get the most out of your product.
Anshi has over 12 years of experience in demand generation, digital marketing, and managing global teams. In her prior role as head of marketing operations for a high growth US healthcare tech organization she transformed marketing from cost to revenue center.
Published November 16, 2022, Updated November 16, 2022
Leverage the power of Customer Success Playbooks! Learn why every CSM...
04 Oct, 2023
In today's outcome-driven world, crafting an effective Customer Succes...
02 Oct, 2023
Customer renewals made easy: Follow our Renewals playbook to foster tr...
28 Sep, 2023
Sign up for SmartKarrot’s newsletter.
See how SmartKarrot can help you deliverwinning customer outcomes at scale.