Things to consider when choosing a Customer Success Platform
Customer data and health monitoring
A good CSP should be able to handle complex customer and data hierarchies so you can have full visibility over your customer base. It should also have robust analytics that help you monitor customer health so you can anticipate needs and be proactive.
Communication and collaboration tools
Assess whether the Customer Success Platform streamlines communication and collaboration with your customers. Make sure the capabilities fit your customer engagement model (tech touch, hybrid or high-touch).
Productivity tools
Every CSP needs effective account planning, strategising and automation capabilities so that you can do more with less.
Onboarding, Support and Services
Good support can make or break an experience using software. Make sure your vendor is able to provide you with the training and support you need to make the most of the software.
Pricing
Select the right pricing for your company size, stage and customer engagement model.
