Customer Success Buyer's Guide

Finding and implementing the right Customer Success Management technology can be the single greatest difference between making your retention and growth goals and missing them. Whether this is your first procurement cycle for a software solution or you’re a seasoned buying pro, you’ll get highly specific advice and processes to make the best possible choice. This guide is applicable for companies of every size and sophistication.

Why download?

Just as marketing teams have marketing automation technology and sales teams depend on customer relationship management software, Customer Success teams are now equally defined by the platforms they use to assess, analyze, and automate their operations. This Buyer’s Guide details every step of the buying process so you can help your post-sales teams scale through technology. This guide will cover:

• What a best-in-class evaluation process looks like
• Who needs to be involved in the process and how to focus and align stakeholders
• How to define the TCO and ROI of the project
• How to develop a Request For Proposal (RFP)
• What questions to ask in a Solutions Presentation
• How to vet your preferred choice through references and Proofs of Concept
• And much more!