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.
Get new jobs sent straight to your inbox.
Access the top customer success portal and customer success ultimate software here to learn everything about customer success and CX industry.
Before we begin on sharing resources on this customer success portal, here is a brief background I would like you to read. This will set the right context for you.
If you are a budding Customer Success Manager in a SaaS organization then we understand your challenges. The most common one is that you are left on your own to grow. Because Customer Success is a relatively new field and the ones who can guide you are also new to this.
Every organization, communities and experts are posting tonnes of material online on Customer Success. Most of them are repetitive while many others are the products of their own learnings. So, instead of being lost in the myriad of resources online, I suggest you bookmark this blog which would continue to help you in the long run.
Our thoughts behind creating an ultimate customer success portal is that based on our research on this field, we filtered the best resources to use them to upgrade the knowledge of our internal teams at SmartKarrot. We are constantly in touch with our global CS community and are always on the lookout for anything new that sprouts up through which we can learn. So we thought if we have such a useful resource already in place then why not share it with a wider audience. So, here they are.
In this blog post, we are going to share with you the following resources on CS:
Let’s start with the first option.
By Lincoln Murphy
This is one of the most followed blogs on Customer Success. It is headed by Lincoln Murphy who is a well known figure in the CS space. He is a leading CS consultant, keynote speaker and an author. Follow him to enhance your knowledge especially on Customer Success, Customer Experience and Customer-centric business.
By Kristen Hayer
Although this blog covers all aspects of customer success, it is mainly focused on churn reduction, revenue expansion and improving customer satisfaction.
By Todd Eby
This blog is mainly focused on career building tips along with latest CS insights from the industry.
By Kia Puhm
This is another blog which is good for gaining industry insights and staying updated with the latest news and trends.
By Jason Whitehead
This blog will help you learn how to design the high-impact customer success programs and teams. It will also help you figure out how to quickly renew and expand your customer’s accounts.
By Diana De Jesus
Keep The Customer is a repository of resources for Customer Success Professionals. Subscribe to this newsletter to learn about retention/expansion/renewals, metrics and more from the top voices in the industry.
By Customer Thermometer
Every month, they scour the world – much like Indiana Jones – for the gems of the customer service world. Expect this newsletter in the 3rd week of every month.
by Rick Adams
Practical CSM is a monthly newsletter which provides an ongoing measurement to how one is doing at every step of the Customer Success journey.
by Curtis Bigham
The ONLY newsletter geared exclusively for the CCO, but would add value for most in this space. Learn the best practices & critical strategies to drive solid business results.
by Chad Horenfeldt
The newsletter ‘Enlightened Customers’ helps Customer Success teams and leaders, especially those looking for assistance with Customer Success strategies, or if they require Customer Success coaching.
If you are looking for more newsletter then check out this link.
Podcasts are one of the best ways to listen to the experiences of CS experts. Hence, here are the few that tops our list on this customer success portal.
by Andrew Michael
Andrew was tired of hearing stories about some magical silver bullet that solved churn for company X. So, he launched Churn.fm which is a podcast for the subscription economy pros to learn how the world’s fastest-growing companies are tackling churn and using retention to fuel their growth.
by Aly Mahan
Churn it up! is a podcast that provides tips and tricks from the best in customer success. It’s perfect for anyone working on the frontlines of customer success and for account managers in any SaaS organization. As their slogan goes — this is all CS, no BS!
by Adam Joseph
Customer Success Conversations are a series of podcasts hosted by the founder of CustomerSuccessManager.com, Adam Joseph. On each podcast he is joined by Customer Success executives from all levels who discuss trends that will shape Customer Success in the future.
by Jeanne Bliss
Jeanne Bliss runs the one Customer Experience Podcast You Can’t Afford To Miss! “Real world, straight talk, and realistic ideas from Customer Experience Leaders around the world.”
by Jason Whitehead & Jason Noble
The “Jasons Take On” webinar and podcast series offers fast-paced, insightful, and unplugged conversations with two leading “Jasons” in customer success. Each month they explore a new topic of interest in Customer Success.
If you are looking for more podcasts then check out this link.
These books are one of the most famous books written on this topic. Hence, including them on our ultimate customer success portal is worthwhile.
By David Cancel
This is a short read but it’s jam-packed with strategies and frameworks to help companies achieve hyper-growth through customer success. The overarching theme in this book is that a focus on current customers is necessary to drive success.
by David H. Maister, Charles H. Green, and Robert M. Galford
This customer success book details five steps to build a trust-based relationship. It is especially useful for customer success managers who act as a part of their customers’ team, looking to build and maintain trust.
This is a must-read for folks in customer success, and truly any person in a business that deals with customers. Jeanne Bliss incorporates executive stories and personal narratives to remind us of just how important our customers are through this customer success book!
by Matthew Dixon, Nick Toman, Rick DeLis
This customer success book explains that loyalty is driven by how well a company delivers on its basic promises and solves day-to-day problems, not on how spectacular its service experience might be. Most customers don’t want to be “wowed”; they want an effortless experience.
by Tien Tzuo, Gabe Weisert
As CEO of the world’s largest subscription management platform, Tien Tzuo has helped hundreds of companies transition from relying on individual sales to building customer-centric, recurring-revenue businesses. If there’s one customer success book that will have you feeling empowered, it’s this one!
If you want to know more books to read on this topic then check out this link.
This is a professional certification for those who have a high level of knowledge and expertise in the customer experience domain and are seeking an industry-wide recognition for the same.
This provides certification on customer success management. It is certified by the world’s leading Continuing Professional Development accreditor.
This is a course offered by Udemy on the foundation of becoming a great CSM. It has a series of 28 lectures that you can go through at your own pace once you enrolled for this course.
The CSM boot camp is a program offered by CSM Practice. They give customized training to your organization’s CS executives. It is an accelerator course for your role as an executive CS.55
As much as their blog is famous, their customer success leadership programs are recognized too in the CS global space.
Rohan has over 11 years of experience in client services, marketing and hospitality field. Previously, he was head of digital marketing for a hi-tech mobile application. Rohan is driven by new challenges and the possibility of making an impact on individuals and businesses.
Published June 10, 2020, Updated March 01, 2023
Explore the exciting world of Playbooks for Up-selling and Cross-selli...
22 Sep, 2023
Discover effective ways for Customer Success leaders to empower their ...
02 Aug, 2023
Discover the power of a Customer Success Dashboard and find templates ...
31 Jul, 2023
Sign up for SmartKarrot’s newsletter.
See how SmartKarrot can help you deliverwinning customer outcomes at scale.