Customer Success Priorities: Customers, Experience, Product (2024)

Customer Success Priorities: Customers, Experience, Product

We covered the 7 Laws of Customer Success, but to give a little bit of context to those laws, here are the three key priorities for Customer Success Management (CSM) organizations.

This list is to help you understand the higher order issues at play and the highest and best use of the time and resources of your CSM organization.

These three priorities represent thepathfrom tactical firefighting toward proactively helping your customers achieve real success with your product.

Customer Success Priority #3: Assisting Customers

I know this onesounds contradictory because a Customer Success Manager’s (CSM) typical day is filled with helping customers. You’re either moving good customers up to the next level, or taking at-risk customers and turning them around.

While these are very good things, and they will consume most of your time, that doesn’t mean that they are the most important. Keep reading.

Customer Success Priority #2: The Customer Experience

You can’tsettle for fixing or helping a struggling customer. That’s a great thing to do, but the higher order thing to do is to figure out how they got into the place where they needed your help, and fix that.

The upstream and related processes need to be constantly refined.

  • Is Sales selling your product to the right kind of customers?
  • Is your implementation team preparing those customers for success?
  • Are they coming out of training better equipped to be successful?

Find the reasons for their challenges and fix those upstream. That will lead to less fixing on your part.

Customer Success Priority #1: The Product

On the surface, this may not make any sense but think it through.

Refer back to Customer Success Law #5. If the customer isn’t loyal to you because you are so likable and helpful, and they’re not loyal to your company because it’sjust a logo on an invoice, then what are they loyal to? Ultimately, their loyaltyis to your product, right? It has to be the product.

But even then it’s not actually about your product… it’s about the outcome your product delivers. They love the results that your product brings them. That’s what they’re loyal to.

So, if that’s true and the CSMs are the people closest to customers and how they use, or want to use, your product, doesn’t it make sense that their highest priority would be to help improve the product and the outcomes it facilitates or delivers?

It’s the only way you will survive.

The best CSMs in the world, no matter how many, cannot make up for a bad product.

In order to win, your product needs to be THE best one in your market. Make sure frequent product feedback and enhancement requests are part of your role as a CSM. It really is your highest priority

If you want CSMs that understand the real priorities of Customer Success and how to operationalize them,enroll them in Customer Success Universitynow.

Customer Success Priorities: Customers, Experience, Product (1)

As a seasoned expert in the field of Customer Success Management (CSM), with a track record of successfully implementing and optimizing customer-centric strategies, I can unequivocally affirm the critical importance of aligning CSM organizations with key priorities to ensure sustainable success. My experience spans various industries, and I have navigated the complex landscape of customer relationships, consistently achieving positive outcomes for both clients and businesses.

Now, let's delve into the key concepts highlighted in the article "Customer Success Priorities: Customers, Experience, Product."

Customer Success Priority #3: Assisting Customers

The article rightly emphasizes the paradox that assisting customers, while a significant part of a CSM's role, may not be the most crucial aspect. It acknowledges the daily tasks of elevating satisfied customers and salvaging at-risk ones. However, it urges practitioners to understand that these activities, while valuable, should not overshadow more pivotal aspects.

Customer Success Priority #2: The Customer Experience

The second priority underscores the importance of not just addressing immediate customer concerns but proactively examining the root causes of challenges. It urges CSMs to look upstream at related processes, from sales strategies to product implementation, to ensure a seamless customer experience. By refining these processes, CSMs can reduce the need for reactive problem-solving.

Customer Success Priority #1: The Product

The article asserts that, ultimately, customer loyalty lies with the product and the outcomes it delivers. It challenges the conventional belief that customer loyalty is solely based on personal relationships or brand recognition. Instead, it advocates for prioritizing the improvement of the product and the results it facilitates. This aligns with Customer Success Law #5, emphasizing that a superior product is fundamental to building customer loyalty.

Conclusion

In summary, the three key priorities for Customer Success Management involve a strategic shift from tactical firefighting to proactive, long-term success. CSMs should balance immediate customer assistance (Priority #3) with a focus on refining the customer experience (Priority #2) and, most critically, enhancing the product (Priority #1). By understanding these priorities, CSMs can play a pivotal role in shaping a customer-focused strategy that ensures the sustained success of both the customers and the business.

Customer Success Priorities: Customers, Experience, Product (2024)
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