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Nine Best Practices in Customer Success Management

Best Practices in Customer Success Management

Customer Success Management (CSM) is a strategy that focuses on helping customers achieve their desired outcomes while using a company's product or service. The goal of CSM is to ensure that customers are satisfied, engaged, and successful with the product or service, which in turn drives business growth and customer retention.

CSM involves building strong relationships with customers, understanding their needs and goals, and providing ongoing support and guidance to help them achieve success. This may include providing training and education, resolving issues or challenges, and offering proactive advice and recommendations.

The CSM process typically begins with onboarding new customers, where the focus is on helping them get up and running with the product or service. Once customers are onboarded, the CSM team will continue to work with them to identify opportunities for improvement and to provide ongoing support and guidance.

Customer success management is becoming increasingly important in today's business world, where customer retention is key to long-term success. By focusing on customer success, companies can not only retain customers but also increase revenue and profitability by driving adoption and usage of their products and services.

The Role of Training in Customer Success Management

Training plays a critical role in Customer Success Management as it is essential to ensure that customers have the skills and knowledge necessary to use a product or service effectively. Effective training can help to reduce frustration and confusion, increase adoption rates, and ultimately lead to better customer outcomes.

Here are some of the key ways in which training can support customer success:


Training is essential for onboarding new customers and ensuring that they are able to get up and running with the product or service quickly and efficiently. This may involve providing self-paced training materials, live training sessions, or a combination of both.


As customers continue to use a product or service, they may encounter new features or functionality that they are not familiar with. Providing ongoing training and education can help customers stay up to date and ensure that they are able to take full advantage of all the product or service has to offer.


When customers encounter issues or challenges, having access to effective training can be crucial in resolving those issues quickly and efficiently. This may involve providing troubleshooting guides, instructional videos, or one-on-one coaching sessions.

Product Feedback

Training sessions can also be an opportunity to gather feedback from customers about the product or service. This feedback can be used to identify areas for improvement and to inform the product roadmap.

Customer Engagement

Training can also help to increase customer engagement and promote a sense of community among users. This can be achieved through online forums, user groups, and other collaborative learning opportunities.

By investing in effective training programs, companies can increase customer satisfaction, retention, and loyalty, while driving business growth and success.

Nine Best Practices in Customer Success Management

Customer Success Management involves building strong relationships with customers and helping them to achieve their goals. Here are some best practices for Customer Success Management:

  1. Define clear customer success goals: Ensure that you have a clear understanding of your customer's goals and expectations. Define measurable success metrics and KPIs that will help you track progress towards those goals.

  2. Build a customer-centric culture: Build a culture of customer success throughout your organization. This involves ensuring that everyone in your organization understands the importance of customer success and is committed to delivering it.

  3. Develop a proactive approach: Rather than waiting for customers to come to you with problems or concerns, take a proactive approach. Reach out to customers regularly to check in and offer assistance.

  4. Provide ongoing training and support: Ensure that customers have access to the training and support they need to succeed. This could include training videos, webinars, knowledge bases, or dedicated support teams.

  5. Leverage customer feedback: Use customer feedback to identify areas for improvement and to inform your product roadmap. This will help you to continuously improve your product and deliver a better customer experience.

  6. Measure and track customer success: Use customer success metrics to track progress and identify areas for improvement. This will help you to identify trends and patterns, and to make data-driven decisions.

  7. Foster strong relationships: Build strong relationships with customers based on trust and transparency. This involves being responsive to their needs and concerns, and being honest and upfront about any issues or challenges.

  8. Be proactive about renewals: Start the renewal process early and be proactive about engaging with customers to ensure that they renew. This involves regularly checking in with customers to understand their needs and to identify opportunities to add value.

  9. Continuously improve: Continuously look for ways to improve your customer success processes and practices. This could involve investing in new technology, hiring new staff, or refining your existing processes.

By implementing these best practices, you can build a successful customer success management program that helps your customers achieve their goals and ultimately drives business success.

About LMS Portals

At LMS Portals, we provide our clients and partners with a SaaS-based, multi-tenant learning management system that allows you to launch a dedicated training environment (a portal) for each of your unique audiences.

The system includes an embedded SCORM-compliant course authoring tool that enables most anyone to build engaging courses quickly and easily.

We also offer a complete library of ready-made courses, covering most every aspect of corporate training and employee development.

If you choose to, you can create Learning Paths to deliver courses in a logical progression and add structure to your training program. The system also supports Virtual Instructor-Led Training (VILT) and provides tools for online coaching and social learning.

Together, these features make the LMS Portals platform the ideal solution to support effective training as part of your customer success management strategy.

Contact us today to get started or visit our Partner Program pages

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