{"id":2576,"date":"2023-03-02T10:00:00","date_gmt":"2023-03-02T10:00:00","guid":{"rendered":"http:\/\/138.197.200.24\/resources\/blog\/customer-success-framework\/"},"modified":"2026-08-08T11:40:57","modified_gmt":"2026-08-08T11:40:57","slug":"customer-success-framework","status":"publish","type":"blog","link":"https:\/\/www.smartkarrot.com\/resources\/blog\/customer-success-framework\/","title":{"rendered":"The Secrets to Creating a Great Customer Success Framework for Your Organization"},"content":{"rendered":"<div class=\"col-lg-8 ps-lg-4\" id=\"blogcatcontent\">\n<figure class=\"wp-block-image size-full\" style=\"margin-bottom:20px;\">\n<br \/>\n<\/figure>\n<p>Ever since the SaaS companies came into prominence, somewhere around the mid 2000s, the major problem they faced was that of customer churn. They spent hefty amounts on marketing strategies to acquire new customers but due to the immense complexity of the\u00a0software the customers were not able to adopt them and derive value from them. Hence, they eventually lost interest and discontinued their subscriptions. Because of the companies realizing these losses, they started investing their time and money in building customer retention strategies. They experimented and introduced many functions in their business processes specifically targeting the reduction in customer churn and came up with many new findings that slowly started improving customer retention in their business. As they got more experienced and adept in this area, a new discipline eventually emerged in the software industry which we now call as Customer Success, and gradually a need for\u00a0a customer success framework\u00a0has arisen.<\/p>\n<p>This function was upgraded with new tools and methodologies whose sole job was to proactively approach customer retention. Many new roles were introduced out of which\u00a0<a href=\"\/resources\/blog\/what-is-a-client-success-manager\/\" rel=\"noreferrer noopener\" target=\"_blank\">Customer Success Manager<\/a>\u00a0(CSM) retained its place at the top in this function and today is one of the widely recognized and useful positions in SaaS based organizations.<\/p>\n<p>Businesses realized that the customer success cannot be fitted into their existing framework;\u00a0hence a need for a new\u00a0<strong>customer success framework<\/strong>\u00a0has arisen. So what makes up a great framework for your customer success and how to build one are few of the most researched topics for the SaaS\u00a0companies of recent times.\u00a0<\/p>\n<div aria-hidden=\"true\" class=\"wp-block-spacer\" style=\"height:20px\"><\/div>\n<h2 class=\"wp-block-heading\">Six Tenets of Customer Success Framework\u00a0<\/h2>\n<p>A great customer success framework should be built around\u00a0the different stages a customer goes through in their entire journey with the company. Customer experience, which is an integral part of Customer Success, is generated at every stage whenever there is an interaction happening between them and the provider.\u00a0For a clear comprehension, the customer life-cycle around which a framework can be built is divided into six stages as shown in the below exhibit.\u00a0<\/p>\n<div aria-hidden=\"true\" class=\"wp-block-spacer\" style=\"height:20px\"><\/div>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><picture><source data-sizes=\"(max-width: 600px) 100vw, 600px\" data-srcset=\"\/wp-content\/uploads\/2020\/05\/Six-Tenets-of-Customer-Success-Framework.png.webp 600w, \/wp-content\/uploads\/2020\/05\/Six-Tenets-of-Customer-Success-Framework-300x300.png.webp 300w, \/wp-content\/uploads\/2020\/05\/Six-Tenets-of-Customer-Success-Framework-150x150.png.webp 150w, \/wp-content\/uploads\/2020\/05\/Six-Tenets-of-Customer-Success-Framework-45x45.png.webp 45w\" type=\"image\/webp\"\/><img loading=\"lazy\" alt=\"six-tenets-of-customer-success-framework \" class=\"wp-image-6752 perfmatters-lazy\" data-eio=\"p\" data-sizes=\"(max-width: 600px) 100vw, 600px\" data-src=\"http:\/\/www.smartkarrot.com\/wp-content\/uploads\/2020\/05\/Six-Tenets-of-Customer-Success-Framework.png\" data-srcset=\"\/wp-content\/uploads\/2020\/05\/Six-Tenets-of-Customer-Success-Framework.png 600w, \/wp-content\/uploads\/2020\/05\/Six-Tenets-of-Customer-Success-Framework-300x300.png 300w, \/wp-content\/uploads\/2020\/05\/Six-Tenets-of-Customer-Success-Framework-150x150.png 150w, \/wp-content\/uploads\/2020\/05\/Six-Tenets-of-Customer-Success-Framework-45x45.png 45w\" decoding=\"async\" height=\"598\" src=\"data:image\/svg+xml,%3Csvg%20xmlns='https:\/\/www.w3.org\/2000\/svg'%20width='600'%20height='598'%20viewBox='0%200%20600%20598'%3E%3C\/svg%3E\" width=\"600\"\/><noscript><\/noscript><\/picture><figcaption>Source: <a href=\"https:\/\/www.hubspot.com\/\">HubSpot<\/a><\/figcaption><\/figure>\n<\/div>\n<div aria-hidden=\"true\" class=\"wp-block-spacer\" style=\"height:20px\"><\/div>\n<h3 class=\"wp-block-heading\">Brand Awareness\u00a0<\/h3>\n<p>This is the first stage of the customer life-cycle when\u00a0they interact, mostly passively, with your brand. It is the job of the marketing team to provide a great experience to the prospects through outstanding marketing campaigns. How they design their marketing content, what target audiences\u00a0they reach, what channels they choose are few of the most critical decisions they can make for effective outreach. <\/p>\n<p>The look and feel of your ads, the aesthetic sense of your web content along with promoting your USPs to the right audience are few of the decisions that can result in either a good or bad customer experience in their very first interaction. According to a\u00a0<a href=\"https:\/\/www.gartner.com\/smarterwithgartner\/power-challenger-sales-model\/\" rel=\"noreferrer noopener\" target=\"_blank\">Gartner\u00a0<\/a>research, 57% of times, customers have already made up their\u00a0mind whether to purchase the product or not even before they have the first conversation with a seller.\u00a0<\/p>\n<p>Target buyer personification is another important exercise for filtering out the short-term customers from the long-term ones. If the right features of\u00a0your product are shown to the right customers from the very beginning\u00a0itself\u00a0then it can promise a long-term relationship with those who respond to those ads and get converted.\u00a0<\/p>\n<div aria-hidden=\"true\" class=\"wp-block-spacer\" style=\"height:20px\"><\/div>\n<h3 class=\"wp-block-heading\">Acquisition<\/h3>\n<p>For a successful acquisition of a new customer it is paramount that the experience they are having while interacting with your sales and marketing team should be as consistent and great as was promised in the earlier stage. <\/p>\n<p>The perception created during the brand awareness stage should not be hindered during the interaction with your sales and marketing team. Hence, a clear agreement about the roles and responsibilities of your sales team should be made right from the beginning for implementing the right framework directed towards customer success.\u00a0\u00a0<\/p>\n<p>The sales team should be able to handle all the product specific queries with much ease and if necessary an operations team member should be brought in the discussion should the customer need a detailed description of the product and want to understand how it can solve their\u00a0problems. The sales team should avoid selling false promises to the customer as the\u00a0customer success enablement\u00a0should be their prime motive which should also be imbibed by every other employee of the organization.\u00a0<\/p>\n<div aria-hidden=\"true\" class=\"wp-block-spacer\" style=\"height:20px\"><\/div>\n<h3 class=\"wp-block-heading\">Customer Onboarding\u00a0<\/h3>\n<p>This is the stage where the customer moves from all the promises they were made in the earlier stages to actually experiencing them. It is the responsibility of the company to ensure that the customer\u2019s expectations remain the same because of which they decided to purchase your service in the first place. If there\u2019s a proper onboarding process laid out in advance then there\u2019s nothing like it. A foolproof onboarding process covers all the aspects of:\u00a0<\/p>\n<ul class=\"wp-block-list\">\n<li><strong>Finance<\/strong>: The payment process along with invoicing\/billing should be as smooth\u00a0as possible.\u00a0<\/li>\n<li><strong>Training<\/strong>:<strong>\u00a0<\/strong>Make sure that all the user manuals, tutorials or orientation documents are in place and easy to digest for a first time user of your product.\u00a0<\/li>\n<li><strong>Engineering<\/strong>: If the product needs to be configured with the client\u2019s internal systems then it should be done without hassles through experts.\u00a0<\/li>\n<li><strong>IT<\/strong>: If the customer needs to be set up in your systems and provided with the login details then it should be done under keen\u00a0observation.\u00a0<\/li>\n<\/ul>\n<div aria-hidden=\"true\" class=\"wp-block-spacer\" style=\"height:20px\"><\/div>\n<h3 class=\"wp-block-heading\">Value realization\u00a0<\/h3>\n<p>This is the most important stage in the journey of a customer with your product. The customer starts using your products and should be able to derive value from it. It is the CSMs responsibility to ensure that the product is\u00a0able to move their business ahead as it was promised initially. <\/p>\n<p>The CSM should ideally possess the domain knowledge of the client\u2019s business so that they can show and evaluate in what capacity the product is able to achieve their business goals. They have\u00a0to continuously monitor their customer\u2019s satisfaction, relook at their business KPIs, conduct quarterly review meetings and recommend them the unused features of the product for driving higher customer engagement to their product. This is the stage when customer adoption takes place and once that is done, the customer retention becomes a natural outcome.\u00a0<\/p>\n<div aria-hidden=\"true\" class=\"wp-block-spacer\" style=\"height:20px\"><\/div>\n<h3 class=\"wp-block-heading\">Loyalty\u00a0<\/h3>\n<p>When the customer has fully adopted your software, which you can know from their real-time usage\u00a0data,\u00a0and your product has got completely integrated with their business ecosystem then you may know that the customer has turned into a loyal one. Once you are sure that your product has become their first choice to fulfill their business needs and they are definitely going to renew their subscriptions\u00a0then their loyalty can be leveraged through different means. <\/p>\n<p>You should realize that it has become the right time for reaping the harvest. Based on the immense value they are deriving out of your product they naturally become your brand advocates. At this\u00a0stage a\u00a0<a href=\"\/customer-success-management\/\">customer success organization<\/a>\u00a0should design their brand evangelism strategies by reaching out to customers for testimonials, customer stories, referrals or reviews.\u00a0<\/p>\n<div aria-hidden=\"true\" class=\"wp-block-spacer\" style=\"height:20px\"><\/div>\n<h3 class=\"wp-block-heading\">Expansion\u00a0<\/h3>\n<p>Once the customer has traversed through all the stages of adoption, has\u00a0realized the value of your product and has even agreed to become your brand advocate then there\u00a0can not\u00a0be a better time to upsell or cross-sell your product to them. Based on their interactions with customers in all the earlier stages, the CSMs can easily guess the customer\u2019s response when approached for further expansion of their business. <\/p>\n<p>The expansion can happen in the form of renewal of service or buying related or higher versions of products with more features. In any case the CS team should be able\u00a0to demonstrate the further enhancement of the values of their new offerings while recommending them to the customers.\u00a0<\/p>\n<div aria-hidden=\"true\" class=\"wp-block-spacer\" style=\"height:20px\"><\/div>\n<h2 class=\"wp-block-heading\">Customer Success is not Siloed Anymore <\/h2>\n<p>With more and more businesses realizing the need for having a greater customer experience, the\u00a0customer success framework<strong>\u00a0<\/strong>is getting widened throughout all other areas of a company. <\/p>\n<p>The company owners have understood it well enough that without customer success their business cannot sustain in this ever-increasing competitive environment. Just a short impediment in customer experience and the customer is gone! Hence it has become their prime objective to bring all teams into the same page to realize that customer success is not just a\u00a0siloed\u00a0function anymore. Everyone has to contribute in their capacity to bring success to the customer by making them realize value out of their product.\u00a0<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Ever since the SaaS companies came into prominence, somewhere around the mid 2000s, the major problem they faced was that of customer churn. They spent hefty amounts on marketing strategies to acquire new customers but due to the immense complexity of the\u00a0software the customers were not able to<\/p>\n","protected":false},"author":5,"featured_media":0,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_focuskw":"","_yoast_wpseo_title":"The Secrets to Creating a Great Customer Success Framework","_yoast_wpseo_metadesc":"A great customer success framework should be built around these 6 stages of the customer life-cycle in their entire journey with the company.","footnotes":""},"blog-category":[19],"class_list":["post-2576","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>The Secrets to Creating a Great Customer Success Framework<\/title>\n<meta name=\"description\" content=\"A great customer success framework should be built around these 6 stages of the customer life-cycle in their entire journey with the company.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.smartkarrot.com\/resources\/blog\/customer-success-framework\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Secrets to Creating a Great Customer Success Framework\" \/>\n<meta property=\"og:description\" content=\"A great customer success framework should be built around these 6 stages of the customer life-cycle in their entire journey with the company.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.smartkarrot.com\/resources\/blog\/customer-success-framework\/\" \/>\n<meta property=\"og:site_name\" content=\"Customer Success Blogs: Customer Churn Analysis &amp; 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