{"id":2418,"date":"2024-05-09T10:00:00","date_gmt":"2024-05-09T10:00:00","guid":{"rendered":"http:\/\/138.197.200.24\/resources\/blog\/how-to-choose-a-customer-success-platform\/"},"modified":"2026-07-31T09:49:15","modified_gmt":"2026-07-31T09:49:15","slug":"how-to-choose-a-customer-success-platform","status":"publish","type":"blog","link":"https:\/\/www.smartkarrot.com\/resources\/blog\/how-to-choose-a-customer-success-platform\/","title":{"rendered":"How to choose a Customer Success platform?"},"content":{"rendered":"<div id=\"blogcatcontent\" class=\"col-lg-8 ps-lg-4\">\n<p>If you are a SaaS provider, you\u2019ve 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.<\/p>\n<div class=\"wp-block-spacer\" style=\"height: 33px;\" aria-hidden=\"true\"><\/div>\n<div class=\"wp-block-spacer\" style=\"height: 38px;\" aria-hidden=\"true\"><\/div>\n<p>While customer success<br \/>\nis a universal tool for minimizing churn \u2014 a metric of how many existing<br \/>\ncustomers leave \u2014 how each company measures its customer\u2019s success varies. Each<br \/>\ncustomer has unique goals and markers of success. Because of these individual<br \/>\nrequirements, SaaS providers need a customer success platform that is more than<br \/>\na window. It must be highly customizable and able to provide ongoing real-time<br \/>\nfeedback of crucial metrics that show the value that customers receive from a<br \/>\nproduct, and how to optimize product use.<\/p>\n<p>Here are some questions<br \/>\nto consider when evaluating a customer success platform for your SaaS business.<\/p>\n<div class=\"wp-block-spacer\" style=\"height: 34px;\" aria-hidden=\"true\"><\/div>\n<h2 id=\"h-what-are-your-customer-success-needs\" class=\"wp-block-heading\">What are your customer<br \/>\nsuccess needs?<\/h2>\n<p>While all SaaS<br \/>\nbusinesses want to maximize customer success, before looking for a platform,<br \/>\ncompanies should know where they currently stand when it comes to customer<br \/>\nsuccess. This is a tricky factor, as your business may need extensive insights<br \/>\nbefore answering this question thoroughly. But, to optimize customer success in<br \/>\nyour organization, you need to know base-level metrics such as:<\/p>\n<ul class=\"wp-block-list\">\n<li>Average revenue per account (ARPA)<\/li>\n<li>Lifetime value of your customers<\/li>\n<li>Preliminary churn rate<\/li>\n<li>Net promoter score (NPS) (if known)<\/li>\n<\/ul>\n<p>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.<\/p>\n<div class=\"wp-block-spacer\" style=\"height: 35px;\" aria-hidden=\"true\"><\/div>\n<h2 id=\"h-what-is-your-customer-touch-level\" class=\"wp-block-heading\">What is your customer<br \/>\ntouch level?<\/h2>\n<p>Planning and managing<br \/>\ncustomer success require an appropriate and scalable plan for success-based<br \/>\ncontact and communication. This is your touch level with customers, also called<br \/>\nyour success strategy. Some SaaS products or client relationships require more<br \/>\nhand-holding than others. SaaS providers may have a mixed bag of customers, each<br \/>\nwith different touch levels. It\u2019s essential to know the expectations of your<br \/>\ncustomers because meeting and greeting each one monthly to monitor and ensure<br \/>\nsuccess is likely not scalable.<\/p>\n<p>However, a tech-enabled touch level \u2014 one that leverages <a href=\"\/customer-success-automation\/\">automation<\/a> is highly scalable. Or, your organization may find that a hybrid approach is preferable.<\/p>\n<div class=\"wp-block-spacer\" style=\"height: 32px;\" aria-hidden=\"true\"><\/div>\n<h2 id=\"h-what-does-success-mean-for-your-product\" class=\"wp-block-heading\">What does success mean<br \/>\nfor your product?<\/h2>\n<p>A significant indicator of customer success is product use. Your SaaS solution likely offers numerous features and benefits to your customers. It\u2019s essential to map out the <a href=\"\/resources\/blog\/customer-journey-map-examples\/\">customer journey<\/a> 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.<\/p>\n<div class=\"wp-block-spacer\" style=\"height: 35px;\" aria-hidden=\"true\"><\/div>\n<h2 id=\"h-what-does-success-mean-for-your-customers\" class=\"wp-block-heading\">What does success mean<br \/>\nfor your customers?<\/h2>\n<p>Understanding your<br \/>\ncustomers\u2019 goals is essential for understanding their success. Again, this is<br \/>\nan ongoing process that develops over your customers\u2019 experiences using your<br \/>\nproduct. A customer success platform gives 360-degree insights across systems,<br \/>\nconfigurable health scores, personalized onboarding, pulse feedback, and<br \/>\nproduct adoption guidance. Still, it\u2019s crucial to make sure that you are<br \/>\ncollecting the right information. Views into product usage are helpful, but<br \/>\nthey need to be tied to customer goals to be most impactful.<\/p>\n<p>Since your customers\u2019 uniqueness is a crucial factor in determining their success, optimal onboarding to your product is essential. Customer success platforms can enable <a href=\"\/resources\/blog\/saas-companies-in-india\/\">SaaS providers<\/a> to ensure that customers get off on the right foot with the product, which in turn increases adoption rate and optimal use.<\/p>\n<div class=\"wp-block-spacer\" style=\"height: 30px;\" aria-hidden=\"true\"><\/div>\n<h2 id=\"h-what-integrations-do-you-require-to-measure-success\" class=\"wp-block-heading\">What integrations do<br \/>\nyou require to measure success?<\/h2>\n<p>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 <a href=\"https:\/\/www.hubspot.com\/\">HubSpot<\/a>, 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.<\/p>\n<p>SmartKarrot provides a <a href=\"\/\">customer success platform<\/a> 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\u2019s configurable customer health scores, SaaS providers can identify at-risk customers and opportunities for upselling. SmartKarrot\u2019s 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.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A customer success solution provides a single platform for insight, execution, and management of your customer success efforts.<\/p>\n","protected":false},"author":5,"featured_media":0,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_focuskw":"","_yoast_wpseo_title":"How to choose a Customer Success platform? - SmartKarrot","_yoast_wpseo_metadesc":"A customer success solution provides a single platform for insight, execution, and management of your customer success efforts.","footnotes":""},"blog-category":[19],"class_list":["post-2418","blog","type-blog","status-publish","format-standard","hentry","blog-category-customer-success"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to choose a Customer Success platform? 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