Interviews with a wide range of SaaS/Cloud company executives and Customer Success Management leaders and practitioners over the past two years have revealed significant changes in the CSM role as it has developed. From a beginning handful of companies, each with a solo contributor or two, to a large corporation with currently more than 1 thousand people assigned to the role, the acceleration in numbers and responsibility levels has been swift. And it’s far from over.
The Customer Success Management Initiative has been created to gather data and to report on the continuing process of development of the role in the industry. The research will consist of online surveys, continuing direct interviews with CSM leaders and practitioners and the senior management teams of their companies and review of published material. The focus will be on the Strategy, Process, People and Technology of the CSM role, and the relationships between these elements in current practice. The results will be shared in articles here on The HotLine Magazine, white papers, monthly TCSMI Updates, formal Reports and Briefings, and in conference presentations and webinars.
The First Survey
Sponsored by companies like Apptegic, JBara, SandHill.Com and others, the first research survey of the Customer Success Management Initiative is an exploration of what technology companies are actually doing now, and/or planning to do in the near future, with their Customer Success groups and programs.
Whether you already have established a CSM group, or are still in the planning and design phase, the 26 questions of this survey offer an opportunity for you to take a fresh look at how your company perceives a Customer Success Management program.
Both strategic and tactical issues are explored. If you haven’t considered an issue, use the comment field to ask questions about it or to add your reactions.
Everyone who fully completes this survey will receive a copy of the Report that describes the results. An optional one-on-one interview with Mikael Blaisdell to discuss your response may also be done if desired.
Data Confidentiality
Full identification is required from all participants, both so that we can share the results with you and to assure accurate data. Strict confidentiality will be maintained at all times. Neither your identity nor your specific answers will ever be shared with anyone under any circumstances; only aggregate data will be used for reporting.
Survey Start For Currently Operating CSM Groups
If your CSM group is already established and operational, click here to be taken to the survey start page.
Survey Start For Future/Planned CSM Groups
If you’re still in the planning/design phase of a Customer Success Management Group, click here to be redirected to your survey Start page. The questions on the two surveys cover much the same points; the differences are in the phrasing of the instructions and in some of the options for response.
Next Steps
After completing either survey, be sure to sign up for the mailing lists to receive the monthly news briefs about research trends and events. You can also join in the discussions in the Customer Success Management Forum on LinkedIn, where CxO’s and practitioners provide different views and ideas about the emerging profession.
The primary driver for establishing a CSM role, according to the developing picture from the research, is a concern over the customer retention rate. One of the problems in this area is that many companies lack accurate and usable data about their retention rates and the departure drivers that can cause churn. Even defining how to measure retention can be an issue: Is it by company/customer? Fluctuations in the number of seat licenses? By overall revenue and/or profitability? Where is churn likeliest to occur in the overall pattern of a customer relationship with a vendor? Where are the stress points? What constitutes an “at-risk” relationship?
The Customer Retention QuickStat was developed to help companies develop actionable answers to these and other significant questions about customer retention. For more information about what a CR QuickStat could bring to your company, please contact Mikael Blaisdell.
Revised: March 9, 2012
















