March 16, 2021

Customer Success Platforms: Tools to Fight Churn and Increase Satisfaction

Do you have a customer success team that is struggling to retain customers? There are many tools out there that can help your company fight churn and increase satisfaction. With these new tools, the sky's the limit for what your team can accomplish. We've compiled a list of some of our favorite customer success platforms below.

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Customer success is the customer experience that happens after someone becomes a customer. It's about customer retention and customer satisfaction, not just customer acquisition. 

A great customer success platform can help you to reduce churn by providing an easy-to-use interface for your customers while giving them the information they need to be successful with your product or service. 

If you're looking for a customer success platform in 2021, then check out our list of best customer success platforms below!

Customer success is customer experience that happens after someone becomes a customer. It's about customer retention and customer satisfaction, not just customer acquisition. 

A great customer success platform can help you to reduce churn by providing an easy-to-use interface for your customers while giving them the information they need to be successful with your product or service. 

If you're looking for a customer success platform in 2021, then check out our list of best customer success platforms below!

Here are some of the best customer success software:


Zendesk - Zendesk is one of the most well-known customer support software companies. They offer great solutions like live chat and email integration, which make customer support easy to handle.

Zendesk is customer support software company that offers live chat and email integration, making customer support easier than ever before. 

Help Scout - Help Scout's customer success platform provides many features including a help desk feature for your customers so they can always get the help they need with self-service options as well.

Help Scout customer success platform provides a help desk feature for customers as well as self-service options.

Groove - This customer success platform is one of the most popular with small businesses and startups because it's easy to use, but also features many integrations that you may need like Slack or Salesforce .

Groove customer success software offers an easy-to-use customer success platform with plenty of integrations to work well for early stage businesses.

Salesforce - While this customer success platform is more focused on customer relationship management, it's one of the most well known customer platforms that can help you create great relationships between your customers and company while also providing valuable information about which customers are likely to churn.

Salesforce customer success platform is well known customer relationship management software that helps create better customer relationships while also providing valuable information about which customers are likely to churn.

Pendo - This customer success platform focuses on product analytics, so it's great for companies that want data-driven insights into how their products are working with their customers. It provides customer surveys and feedback forms for your customers, as well.

Pendo customer success platform provides valuable data-driven insights into how products are working with their customers in addition to customer surveys and feedback forms.

Boomerang - This is another customer support software company whose customer success software focuses on giving companies an easy way to provide self-service customer support.

Boomerang customer success software focuses on customer support with an easy-to-use interface for customers to be able to access self-service customer support whenever they need it.

Delighted - This customer success platform is great if you want feedback from your customers in addition to the ability for them to provide customer success feedback on their own.

Delighted customer success platform provides customer satisfaction surveys for customers to be able to provide customer experience data as well as easy-to-use tools so they can do it themselves.

UserVoice - This customer support software company has a customer success platform that focuses not just on self-service features but also customer support and customer success management.

UserVoice customer success platform provides customer experience data as well as customer support and customer success management so you can keep your customers happy while also reducing churn.

Intercom - 

This is another great customer relationship software that focuses more on customer communication than anything else, which makes it a good option for companies who need to be able to communicate with their customers regularly.

Intercom customer success platform focuses on customer communication, making it a good option for companies who need to communicate regularly with their customers.

Must-haves of Every Customer Success Tool

Although the core use cases of customer success tools may vary vastly, there are a number of features each customer success tool in your stack has to have.

These include:

1- Should be easy to adopt.

Most customer success tools are software-as-a-service (SaaS) solutions, so you can easily subscribe and start using them right away.

Customer Success Platforms should be easy to adopt in order for companies to quickly begin working with the customer support platform they choose.

The customer experience data helps businesses understand if their customer success platform is working well or not as the case may be.

This is because customer success teams don't have time or resources to devote to training and lengthy onboarding processes, and they shouldn't be burdened with complicated software that necessitates a high level of technical understanding.

2- Has to be no-code customer success platform.

This customer support software needs to be a no-code customer service solution, meaning that it doesn't require coding skills and can easily adapt as customer expectations change rapidly.

Customer Support Software should have the ability to adapt as customer expectations change rapidly or companies will struggle with trying to integrate them into their workflow due to how complicated customer support software can be.

There are customer success platforms out there, but choosing one that is right for you and your customer base may not be easy unless you have the help of a guide or buyer's advice so you know which customer support platform to choose from.

Customer service isn't just about being able to contact customers at any given time, customer support should also include other customer service tools like knowledge base software to help your customers find answers about the products they use.


3- Strong analytics and user-identification features.

Every customer success team's job is to ensure that every user has a positive experience with the product and returns for more.

The customer success team will have a difficult time attaining that goal if they can't figure out who is utilising their product.

An analytics suite, as well as strong user-identification capabilities like linking email or phone numbers to accounts, and more complex features like segmentation choices, should all be included in your customer success solution.

You'll know who to target next, what kind of material to create for users, and, of course, how well you're doing.

4- Data security


A leak of a customer's sensitive information is the last thing you need when assisting them.

To keep you and your clients safe, a customer success solution should have strong data security features.

Encryption mechanisms such as SSL, two-factor authentication, and others are used by the top solutions. If we look at SSL security, you can find an EV SSL Certificate that could provide the highest business authentication with strong security. We here suggest you go with reputed CA and their EV SSL products like DigiCert EV, Comodo EV SSL Certificate, GeoTrust EV SSL, and more.

It's also vital for the user experience since if they don't feel safe in their account, it will have a significant impact on how confidently they use the product.

And these are the features we believe a customer success solution should have, and we kept that in mind while compiling this list.

In 2021, the top Customer Success Platforms

So, what are the most effective tools available?

There is no universally correct answer, but based on our own experience, I've developed an in-depth and exhaustive list of outstanding and core customer success tools that you should consider embracing as soon as possible.

1- eWebinar – Onboarding customers through interactive webinars


With webinars that go beyond, eWebinar is a must-have customer success solution for automating the user onboarding process.

You don't need to be physically present for video presentations, training, or live webinars using eWebinar. 

SaaS organisations may film their user onboarding sessions, post the video recordings, and allow users to sign up and watch them whenever they want, no matter what time zone they are in.

Attendees can use the live chat function in eWebinar to communicate with the presenter, customer success reps, or sales reps while the webinar is in progress. 

The presentation will be interactive by allowing attendees to engage in live polls, Q&A, downloads, special offers, and more.

Pre-written email reminders and follow-ups are also included in eWebinar to boost attendance and encourage users to attend sessions or watch replays.

2- UserGuiding – the all-in-one interactive user onboarding platform

User onboarding has been proved to increase customer success.

And UserGuiding is an all-in-one platform that uses the power of on-screen advice to assist you give a seamless User Onboarding experience to your clients.

UserGuiding assists you in creating the ideal automated onboarding process, whether it's through product walkthroughs, tooltips, or hotspots.

Customer satisfaction can be measured using the NPS surveys feature.

In addition, the segmentation tool allows you to divide your users into specific groups that you can then target with customised content.

3- SmartKarrot

SmartKarrot is the platform that captures the newest progression in Customer Success.

From onboarding to advocacy, SmartKarrot is one of the most comprehensive, intelligent, and actionable tools for operationalizing and scaling customer success.

SmartKarrot is an all-in-one, simple-to-use customer success platform that is best suited for fast-growing, customer-centric B2B firms.

 Its sophisticated use of predictive insights to deliver prescriptive advise in the form of actionable steps to its users is one of its distinguishing features. 

Customer engagement, onboarding, customer success operations, customer experience, and product adoption are all included.

4- PlanHat

PlanHat includes numerous amazing features, including a simplistic interface that was meant to make client success simple.

Although many other customer success tools have similar features like customer health ratings, customer monitoring, and playbooks, it's how these features work that differentiates them. 

PlanHat receives an A+ from all of them, whilst other tools excel in one or two.

PlanHat is not only amazing in capability but also in ease of use, with a fully working system that also allows teams to have their own shared space on the software. 

It is considered as one of the most user-friendly customer success solutions in the business because it was created to make everything easier.

5- Custify

Custify is a simple and easy-to-use customer success platform for SaaS companies looking to reduce churn and boost client lifetime value.

Custify's concierge onboarding and automation features set it apart from the competition.

The personalised onboarding process and automation tools are two of Custify's strongest features. You can set up several health scores in its current interface to track and assess their weight on the overall account health score. 

You may use the playbooks functionality to create and assign tasks to CSMs, send personalised messages, and trigger custom actions, among other things.

Custify's user-friendly UI makes tracking customer lifecycles a breeze, and we like the ability to apply custom CSM ratings. The platform's various features focus on the reality that each client's behaviour is unique, making it simple to track customer success.

6- Gainsight

Gainsight is one of the top-tier customer success tools that many companies use and recommend.

Its popularity may be due to the fact that many large firms, such as Cisco and General Electric, favour the tool, or it may be due to the numerous features that not only provide an easy-to-use experience but also cover the entire client life-cycle. 

Customer Health Scores are one of the most eagerly anticipated components of the product. The software calculates the customers' health score, which indicates how satisfied each client is, based on the regular flow of customer data.

A system like this is very useful for preventing client turnover, but it's not the tool's only benefit. Customers and customer behaviour are organised, categorised, and predicted by Gainsight. It swiftly learns customer behaviour and possible outcomes by using feedback.

7- HubSpot Service Hub

Having been founded in 2006, HubSpot has been a leading company in the industry for a long time.

HubSpot's success in the SaaS industry is demonstrated by additional successful solutions such as Marketing Hub, Sales Hub, and HubSpot CRM (which is free). 

HubSpot Service Hub, as its name suggests, is focused on service rather than 100 percent client success.

Although it currently lacks several capabilities that large firms would require, it has a lot of potential and plenty of space for small businesses. 

The live chat tool, which allows you to customise a chat tool for your consumers, is its most prominent feature. Another benefit is that HubSpot Service Hub is compatible with HubSpot CRM, a critical tool for customer success.


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Heba Arshad

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