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Goals by ClientSuccessTM provides a powerful way for customer success managers to deliver measurable results for their customers.

Silicon Slopes, Utah, December 16, 2021 — ClientSuccess, a leading Customer Success Platform, today announced the release of Goals by ClientSuccessTM, a powerful way for customer success managers to deliver measurable results for their customers.

Goals empowers customer success managers (CSMs) to proactively collaborate with customers to achieve key objectives, desired outcomes, success criteria, and goals. Goals was designed to align with S.M.A.R.T. goal setting best practices – to capture and complete customer goals that are specific, measurable, attainable, relevant, and time-based. In addition to the value provided to CSMs, Goals provides end-customers with the transparency and accountability they’re looking for from their partners. Goals allows CSMs and their end-customers to define Goals together, and track them through completion.

“Customer Success teams have one clear charter, and that is to deliver tangible value and measurable results for their customers,” said Dave Blake, Founder/CEO of ClientSuccess. “Whether you call them desired outcomes, key objectives, target, success criteria or goals, the best CSMs are laser-focused on helping their customers achieve results. More often than not though, CSMs end up tracking customer objectives in spreadsheets or as notes in their CSP or CRM. Today, we’re giving CSMs a simple, but powerful, way to manage and measure customer objectives in a transparent, collaborative, and transformative way with their customers.”

Among the other key features, Goals allows CSMs to:

  • Capture various types of goals, including qualitative, quantitative, or automated goals linked to other data sets.
  • Link customer goals to ClientSuccess’ proprietary SuccessScore framework to provide more comprehensive health scores based on results, not just activities and usage data.
  • Leverage the customer view to collaborate directly with customers to create goals and share ongoing visibility, progress, and status updates along the path to goal completion.
  • Easily monitor goal statuses at a glance, across several different elements including performance, pace, and actual-to-target status.
  • View a complete history of each customer’s goals to understand which goals were completed, incomplete, or canceled.
  • Benefit from actionable insights and reporting at both the customer level as well as a global view across all customers.

Goals by ClientSuccess is now released for immediate availability for customers of ClientSuccess. For additional information, please see more details here or reach out to

About ClientSuccess:

ClientSuccess is a leading customer success platform that empowers B2B SaaS companies to proactively manage post-sales customer relationships, measure customer health, maximize customer retention and growth, and create a culture of customer success. The ClientSuccess platform was crafted for mid-market customer success teams looking to define, scale and execute their customer success strategy. The award-winning software solution is a consistent industry leader in user experience and time-to-value and was awarded the prestigious SIIA CODiE Award winner for the Best Customer Success Solution in 2020. Global customers such as Reward Gateway, Veracode, Celtra, Symphony Talent, Practice Ignition, and Grand Rounds rely on ClientSuccess to deliver exceptional customer experiences and drive strong revenue retention and growth.

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