Customer Success is a relatively new term among B2B software companies. It combines elements of account management, customer relationship management (CRM), onboarding, training, implementation, and support in order to help customers successfully adopt and use a product in the long-term.
Previously, customers bought software on multi-year license agreements that required heavy implementation. Once the contract was signed, it was very difficult and expensive to switch providers. In today's subscription economy, many B2B software companies have self-service billing options and customers are able to try many different options before signing up. With fewer human touchpoints and ever-decreasing transition costs, Customer Success has evolved as a practice to help companies proactively manage the health and retention of their customer base.
This article summarizes the different types of software that are commonly used by customer success professionals.