19 Customer Success Tools for Your Business

Team LimeCall

January 10, 2022
minutes to read

A consumer achievement approach is a course of action that allows your enterprise to make sure all clients are a hit and glad. In a few businesses, that is dealt with through a department. In others, the consumer achievement approach hyperlinks every member of the organization. Regardless, a consumer achievement approach stems from a planned partnership with clients at some stage in their complete adventure with your enterprise. It allows them to get extra cost out of your service or product and drives the consumer to enjoy ahead towards preferred goals. 

A robust consumer achievement approach is vital to enhance retention and renewals, upselling, and cross-selling. One factor all consumer achievement approach examples have in a not unusual place is fostering proactive relationships with clients. Customer achievement is extra than a brand new period utilized by SaaS corporations. A strong consumer achievement approach can assist any enterprise in lessening churn and boom routine revenue. But, how do corporations create achievement techniques that enhance consumer enjoyment, maximize manufacturing adoption, and enhance internal communications? Let’s see!

The customer success tools

It’s critical to fulfill your clients in terms of their requirements, whether or not that’s to your internet site or for your product. Live chat equipment has emerged as one of the leading trusted equipment for interacting with clients after they want it.

This reliance is for top motive because, from a 2013 survey by Econsultancy, live chat has the very best stage of pride for any customer support channel. You may effortlessly improve client retention and pride with the proper chat software. Here are some alternatives for chat and help client fulfillment tools:

1. Drift:

customer success tool

Drift is a chat device that could cross your internet site or inside your product. Its recognition is on income and sales generation. However, it does have patron fulfillment capabilities. Drift is super for small groups getting off the floor because they have got an unfastened plan. Also, it allows groups that price face-to-face interaction. Drift can do movies and custom gifs in-chat. Customer fulfillment groups that paint carefully with the income team.

2. Intercom:

customer success tool

Intercom is a chat device specializing in the entire patron lifecycle, now no longer simply income. It also has conversational advertising capabilities, like cellular messaging and product excursions to streamline the patron onboarding experience. If you want to assist in deciding between Intercom and Drift, right here is an in-intensity evaluation from Help Crunch. Intercom is super for developing groups that want a far better chat platform that could develop with them. It also allows groups that want the cap potential to tackle capabilities as needed. It also aids customer service groups that need to be more proactive in using capabilities like product excursions or outbound messages. Teams that need to apply automation to scale patron engagement.

3. Ramen:

Ramen is a chat app specializing in turning in client surveys and posing the proper questions at the proper time. It overlaps a piece with the subsequent phase of client fitness and feedback. It’s an incredible desire if you want a device that’s a mixture of each world chat and client feedback. Ramen is fantastic for small to medium-sized businesses. Ramen has a loose model for as many as 50 survey responses. It assures client fulfillment that desires to direct conversations with customers. Ramen allows client fulfillment groups that paintings intently with product groups. Another chat and assist client fulfillment equipment like Customer is a CRM with a focal point on facilitating chat. Also, Aircall is a name middle gadget for client assistance.

4. Freshsuccess (previously Natero):

Introducing Freshsuccess, a reimagined Customer Success platform by  Freshworks on Dribbble

Freshsuccess, referred to as Natero earlier than it became obtained and rebranded final yr via Freshworks, is a platform for monitoring client fitness ratings and handling users. Its predominant differentiator is its cap potential to use system studying to the records you accumulate on client fitness. Freshsuccess is amazing for mid-length to huge groups that want a device that may cope with plenty of feedback. This device allows groups to dive deep into client fitness and segments. It allows businesses that might be invested within the Freshworks ecosystem.

5. Promoter.io:

Promoter.io is a company that enables the monitoring of consumer health. It specializes in diving deep into responses and segmenting them into companies’ usage of tags. Promoter.io is extraordinary for agencies with huge consumer bases. The smallest plan is 10,000 surveys a month. It enables agencies that often use NPS and want a devoted device for it. Promoter.io enables groups that want to combine NPS rankings with different equipment like Salesforce or Slack.

6. Heap:

Heap is a product analytics platform that mechanically collects client engagement and conducts facts to your internet site and on your product. Instead of monitoring events, Heap’s differentiator mechanically shoots real-time facts with “auto-capture.” Heap is notable for small to medium-sized agencies. It has a loose version. It facilitates client fulfillment groups trying to apprehend what their clients are doing inside the product. Heap is appropriate for client fulfillment groups that paint intently with the product team, trying to grow characteristic adoption.

7. Kissmetrics:

customer success tool

SaaS and eCommerce agencies. Kissmetrics is a product and advertising analytics device for websites and in-products. Its awareness is on SaaS and eCommerce organizations while positioning itself as an opportunity to the likes of Google Analytics. Kissmetrics is notable for massive agencies which have the cash to invest. SaaS and e-commerce pricing are comparable, with the eCommerce package deal imparting some extra surveys consistent with the month. It additionally assures client fulfillment groups that might be intently included with the advertising team.

8. ChurnZero:

customer success tool

ChurnZero does NPS and consumer fitness surveys, then make those statistics to be had for automatic messaging designed to save you churn. You can ship actionable insights to Slack, automate tasks, and cause in-app consumer communications to hold clients who are vulnerable to churn happily. ChurnZero is excellent for developing SaaS businesses. It facilitates consumer achievement groups that want a strong device to tune consumer fitness and do something positive about it. It also assures businesses to get a couple of groups aligned around decreasing churn.

9. Churn Buster:

Churn Buster is a failed bills restoration platform used to cope with passive churn. It flags bills that might be probable to overlook a charge so that you can proactively cope with the issue. Churn Buster is excellent for businesses searching out clean wins to shut the distance from their churn. Churn buster consumer achievement groups seeking to create drip campaigns and reminders to pay expenses or replace charge methods. It additionally facilitates businesses that want an extra device to save you churn.

10. HubSpot:

customer success tool

HubSpot is an internet and content-targeted CRM that has grown to consist of a whole suite of marketing, income, and client fulfillment equipment. It made its call defining inbound marketing, and the maximum of its equipment is middle on what HubSpot calls “inbound methodology.” HubSpot is brilliant for small to mid-sized organizations seeking out overall customization. It additionally enables client fulfillment groups that paint intently with income and marketing. HubSpot is appropriate for client fulfillment groups trying to collectively sew their chat tool, emails, etc.,.

11. ClientSuccess:

ClientSuccess is a SaaS-targeted client fulfillment platform whose cognizance assists you in defining, building, and manipulating the client adventure. It includes a few of the functions we’ve protected so far, such as a proprietary client fitness rating called “SuccessScore” and an approach for measuring client adventure performance called “SuccessCycles.” ClientSuccess is brilliant for developing SaaS organizations that want a complete suite and devoted platform for client fulfillment. It additionally enables organizations that want direct visibility for leadership, from branch results in CEOs. ClientSuccess is appropriate for client fulfillment groups that paint independently from different groups.

12. Gainsight:

Customer Success and Product Experience Software | Gainsight

Gainsight is a product-targeted client fulfillment platform and one of the industry’s heavyweights. It’s a large platform with many types of equipment and is utilized by organizations inclusive of Salesforce, GE, Tableau, and Cisco. Gainsight is brilliant for organizations that realize precisely what they want. It additionally enables employer-degree organizations to seek out an all-in-one platform. Gainsight is likewise appropriate for groups seeking churn prevention on the employer degree. Gainsight has packaged options.

13. Userpilot: 

Userpilot Pricing, Features, Reviews & Alternatives | GetApp

While Userpilot is usually for onboarding clients, it merits a niche in this listing. It enables your client achievement groups to screen how clients use your product through intention completion. Its analytics characteristic allows you to drill into distinctive person segments with superior client segmentation capabilities. You can see how distinctive businesses interact with your product, making it a vital onboarding software program for CS groups for onboarding clients in a customized way.

However, the first-rate part is that your CS group can then enhance your in-app messaging. This enables pressure engagement and, in the long run, retention that ends in extended client lifetime value. Not simplest that, however, because Userpilot calls for no coding understanding, your client achievement groups won’t depend upon your busy Dev group to enforce the messaging. All they may want is a client achievement software program. You also can use Userpilot to collect personal feedback within the shape of Net Promoter Score (NPS) surveys. This presents even extra facts on your CS group to research and acts on to enhance the client experience.

14. Segment/calendy/zapier: 

Used by SaaS organizations like Segment, Calendly, or Zapier, no surprise Vitally needed to make it on our first-rate client achievement equipment listing. Vitally empowers your client achievement group to create higher client stories with analytics, automation, and venture control capabilities. All in a single tool. It’s designed for client achievement groups if you want to hold a song of client engagement interactions throughout the complete client lifecycle even as preserving an eye fixed at the maximum crucial metrics.

Vitally integrates with maximum used equipment inside the enterprise like Segment, Mixpanel, Slack, Intercom, and Zen desk. You don’t want to fear approximately syncing clients’ facts from the equipment you’re already using. You’ll find their Customer Health Score beneficial while you want to pick out while a person is prone to churning and can want to assist out of your achievement group.

15. Helpscout: 

Integrate Help Scout into your call center software | CloudTalk

Customer training is a large part of client achievement. Helpscout is a low-priced method too. You can install a self-serve understanding base, imparting the complete client base with all of the assistance and aid they want to apply your product successfully. If your clients want more aid, they could use Helpscout’s chat and message characteristics to speak in your Support or CS group.

Another neat characteristic of the Helpscout client achievement platform is the capacity to ship focused messages to clients as they use your product. This way you may nudge them inside the proper route, enhancing client retention. You can join Helpscout to all of your favored equipment. There are over 50 integrations, including Slack, Hubspot, and Salesforce.

16. eWebinar:

eWebinar Software - 2021 Reviews, Pricing & Demo

It’s critical that your client engagement techniques sense humans and that’s what eWebinar brings to the table. Their automated webinars deliver an equal welcoming ecosystem for your clients; however, without all of the problems of web website hosting stay on occasion and hope you don’t run into any technical problems mid-presentation.

eWebinar offers you the exceptional of each world by showing key metrics proper at the dashboard and letting you dig deeper into its analytics while needed. This offers you an eagle-eye and granular view of the client sentiment, i.e., how clients react to your webinars. You can see the number of classes streamed, the attendance charge from registrants, the common watch time, and the number of humans’ watch till they give up amongst different beneficial metrics.

17. Wootric:

Wootric | Insight Platforms | Solutions for Research and Analytics

One of the maximum essential matters that a client achievement device enables is suitable acceptable client remarks. This manner gladdens clients. Wootric offers you precisely that. It gives various client sentiment surveys, such as NPS, CSAT, and client attempt scores.

A client achievement supervisor can get entry to qualitative client remarks statistics with micro-surveys, and feature a right away that affects at the product roadmap the use of that statistics. In this manner, you could be aware of constructing what your customers clearly need, enhancing product usage, and decreasing client churn. Finally, Wootric enables your CS crew to shut the loop. You can use the client achievement software program of your desire to attain out to clients and replace them approximately their remarks

18. Custify:

Custify | Customer Success Software for SaaS

Customer achievement techniques aren’t pretty much retention; they also recognize possibilities to upsell for your clients. That’s wherein Custify comes in. Custify gives a variety of various features. You can see a complete 360 view of your client’s conduct and fitness statistics, product usage, and journey. You can also install automation flows for not unusual place tasks, which means your CS crew can keep away from daily and awareness on enhancing the client experience.

But with its increased feature, Custify units itself other than different client achievement software programs. Custify will notify you approximately clients who’re attaining the give up in their trial so that you can attain out to them. It additionally highlights clients who’re probable to upsell so that you can be aware of your efforts hence and grow client lifetime value. This is wherein the energy of client segmentation comes into play.

The speedy increase of the Internet has added to the speedy increase of online enterprise opportunities. Customers who as soon as needed to journey to a shop or place of work to shop for services or products now can make whole transactions from the consolation in their houses or offices. For budding entrepreneurs, an Internet enterprise additionally gives a number of blessings over a greater conventional enterprise model.

19. Google Alerts:

How to Monitor the web for interesting new content with Google Alerts -  Dignited

If you’re just starting and your tool budget isn’t very high, one free option stands out for your needs: Google Alerts. It’s extremely simple to use: enter a keyword you want to listen to, and the tool will email you as soon as a mention crops up. It doesn’t check social media networks, and it doesn’t offer any analytics or trend insights, but Google Alerts is a great starting point for brand monitoring efforts.

What are some customer success tips?

Measuring the achievement of your enterprise may be executed in lots of ways, however mainly, all of it comes again to how glad your clients are. Meeting clients’ expectancies will assist set up a sturdy basis in relation to constructing consumer relationships and loyalty. Here are 5 consumer achievement pointers you want to hold and develop relationships together along with your consumers:

  • Companies that have hired patron achievement managers have ingrained in them that growing patron connections is a marathon. They want to apprehend the way to domesticate present relationships so no former connections are lost, and discover ways to foster new relationships and what it takes to construct loyalty.
  • Be cautious with the way you go “above and beyond” in your clients, as this could set the standard. Of direction you need to deal with them with the pleasant provider possible. Your enterprise courting is primarily based totally on boundaries. Be constant from the start, in case you set up a sure turnaround time with correspondence.
  • Having a pleasant, wonderful mindset is contagious. Being satisfied while your client’s method you now no longer simplest displays nicely at the organization. Staying calm in a demanding state of affairs will even assist the patron experience calm understanding they’re being assisted in a single manner or another.
  • When speaking together with your clients, whether or not it’s over the phone, through email, or in person, be direct. If there’s a probable manner to keep away from a put-off or low stock on a product, great, if now no longer, attain out and permit clients to understand what goes on. They might be refreshed through sincerity.
  • Maintaining robust relationships together with your clients is a two-manner street. Loyal clients deserve appreciation inside the manner of a discount. Your enterprise’s achievement is simplest as strong as your clients make it.

Read more about providing customer service here: Ultimate Guide For Providing Customer Service Over The Phone


Being proactive in enterprise usually will pay off, in particular in relation to client comments. Companies frequently begin amassing comments from clients after they see a downfall in unique metrics. Instead of awaiting such warnings, corporations ought to proactively have interaction and ask clients approximately their reviews and experience. Make clients a part of your product crew and now no longer mere end-customers who come to you with aid tickets.

Ask clients with surveys on how they use your merchandise to discover its new applications, how you could enhance their general experience, and lead them to experience their voice matters. It allows approach groups to find out sparkling and unanticipated insights coming immediately from clients. All in all, make clients energetic members for your answer and now no longer simply issues the usage of real-time client comments with surveys.

To preserve your clients engaged and linked you ought to leverage more than one channel. The secret to creating outreach campaigns now is no longer simply through emails and newsletters, but via numerous social media structures too. Make positive that it reaches the proper clients, and encourages them to reply, and unfold the word.

Make positive which you are capable of paying attention to and replying to those interactions. E-trade outlets ought to keep gadgets in a purchasing cart throughout gadgets so in case you upload an object in your cellular purchasing cart, it ought to nonetheless be for your purchasing cart whilst you get right of entry to the web page for your desktop.

, January 10, 2022, Team LimeCall

What's Flow?

Try it for free
Business Hours

Task Management

Capture to-dos, notes, files, and dates in seconds. Never forget a detail again.

Project Management

Organize tasks into projects to visualize your work as a board, list, or timeline.

Voice Intelligence

Calendars & Timelines

See your tasks, teammates tasks, and project timelines on a calendar.

Call Recording

Hyper Collaborative

Comments, file sharing, channels, and direct messaging come built into Flow.

Conference Call Analytics

Powerful & Flexible

Assign tasks a priority or due time, add sub-tasks, tags, and so much more.

Smart Voice Support

Beautifully Designed

Tired of dull and dreary productivity apps? Flow is simple, beautiful, and delightful.