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Friday May 18, 2012





Through the Lens

The State of Customer Success Management 2012

A White Paper / Report of the Customer Success Management Initiative

no churn The State of Customer Success Management 2012

As a fast increasing number of SaaS/Cloud companies are discovering, the sea-change in the industry is far from over.  The shift in profit realization strategies from the sale of perpetual licenses over to the subscription model has made customer retention a mandatory requirement.  The signing of the first contract is a only a milestone, not a resting place.  “Shelf-ware” or underutilized products is no longer an option.  As a result, software vendors are now realizing that in order to keep their customers, they must take a far more proactive role in ensuring the success of those customers with their technology.   But understanding that customer retention is a year-around effort, a commitment that requires a dedicated and accountable executive, is only the beginning.  There is much more to Customer Success Management than just establishing a new box in the overall corporate organization chart.

What do Customer Success Managers do?  How should the CSM team be chartered?  What access channels and technologies are needed?  Where should a company look for skilled people?  How should the individual and group performance metrics be connected to the strategic goals and objectives of the company?

What is The Customer Success Management Initiative?

CSMI 02 The State of Customer Success Management 2012Sponsored by CSM technology vendors Apptegic, Jbara Software and Totango and media sponsors Sand Hill Group and The HotLine Magazine, the purpose of The Customer Success Management Initiative is to gather data and insight on what SaaS/Cloud companies are actually doing about the new role and profession.  Through two online surveys, direct interviews with CxOs and CSMs, online conversations in the CSM Forum and review of a wide range of published material, an initial view of the current-state of Customer Success Management has been developed.  The first Report is being written, and will be published in early March.  A presentation of the material was delivered in a webinar, made possible by Citrix OnLine, held on Thursday, February 23rd.

 If you weren’t able to attend the webinar, you can access a copy of the Report when it is published later.  This article will be updated when the Report is available.

 

Recommended Reading

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    Welcome to The HotLine Magazine Library

    Here is where you will find various kinds of resources, including previously published print articles, case studies, white papers, recorded webinars and other presentations.  Access to these member materials is free, but requires visitors to be logged in.

    Case Studies

    The case studies listed here have been developed from various types of consulting projects completed over the years by Mikael Blaisdell & Associates Inc.  The Case Study Overview page gives a brief description of the client type and the nature of the engagement for all of the studies.  The individual case study pages provide detailed information about the Client type, Concern, the Process of the engagement, Findings and the Recommendations that were given in the engagement Report.  To access individual case studies, please be sure you have first logged-in and then click on either the name of the specific study on the Overview page, or in the listing in Column 3.

    Published Articles

    Engineering vs. Support: How To Play The Game.  First published in the premier issue of Customer Support Management Magazine in 1997, this article talks about how savvy Support managers and executives can go about changing the relationship between Support and Engineering/Development.  More than a decade later, the article has useful information that can make a difference in today’s companies — for those willing to take a leadership role.

    SaaS, Cloud Computing & The Redefinition of Customer Support.  Initially published as the first of a series by SupportWorld, the magazine of The Help Desk Institute, in the July/August 2010 issue, this article identifies issues and challenges confronting both external and internal Customer Support professionals alike.  Access is limited to Members of The HotLine Magazine (Free registration and log-in required.)

     

    Published: March 25, 2010

    Revised: July 20, 2011
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