Skip to Content
Customer Success
book

Customer Success

by Nick Mehta, Dan Steinman, Lincoln Murphy, Maria Martinez
February 2016
Intermediate to advanced
256 pages
6h 18m
English
Wiley
Content preview from Customer Success

Chapter 16

Customer Success Technology

When a new discipline becomes commonplace and the practitioners come together to create departments, teams, and organizations, technology is sure to follow. This is most definitely the case with customer success. As more and more people take on CSM titles or similar responsibilities, the processes and best practices around how to execute the daily tactical duties begin to coalesce. Once that starts to happen, there's room for technology to come in with the promise of improving the processes and the productivity of the people.

Customer success, whether done in a high-touch way or a tech-touch way, is all about data. Actually, it's really about turning data into information and then turning that information into action. But it starts with data. Lots of data.

A Plethora of Customer Information

Think about what almost every B2B company, and more B2C companies every day, know about their customers:

  • Demographics—industry, geography, company size, and so forth
  • How long they have been a customer
  • What they have purchased and when
  • What they paid for every product they have purchased
  • Every invoice ever sent—when, what, amount, terms
  • Every payment ever received—when, amount
  • Every services/support call—when, reason, severity, response time, resolution time
  • Every e-mail ever sent and result (open, bounced, unsubscribed, clicked-through)
  • Every event/webinar attended or registered for
  • Any direct-mail marketing sent
  • Website visits and source of traffic ...
Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.

Read now

Unlock full access

More than 5,000 organizations count on O’Reilly

AirBnbBlueOriginElectronic ArtsHomeDepotNasdaqRakutenTata Consultancy Services

QuotationMarkO’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.
Julian F.
Head of Cybersecurity
QuotationMarkI wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.
Addison B.
Field Engineer
QuotationMarkI’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.
Amir M.
Data Platform Tech Lead
QuotationMarkI'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.
Mark W.
Embedded Software Engineer

You might also like

Customer Success

Customer Success

Nick Mehta, Lincoln Murphy, Dan Steinman
Mastering Customer Success

Mastering Customer Success

Jeff Mar, Peter Armaly
The Customer Success Professional's Handbook

The Customer Success Professional's Handbook

Ashvin Vaidyanathan, Ruben Rabago

Publisher Resources

ISBN: 9781119167969Purchase book