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Solutions by Role

CSM | CS LEADER  | CEO | Other Teams

Build a Scalable Process

Gain the knowledge and learn the best practices to successfully build and scale a customer success team.  ClientSuccess is more than software. We give you a mentor, a plan, and the support you need to drive business results.

Build process
Become a Better Coach

Come prepared to your team meetings with data and actionable feedback for your team.  ClientSuccess gives you complete visibility into your team’s performance and the health of their customers.

Bring the Voice of the Customer Into Executive Meetings

Never walk into an executive meeting unprepared. ClientSuccess gives you the data and story needed to document and measure the retention and growth of your customer base.

Customer Feedback
Own a Number
Own the Revenue Number

Hit the ground running and drive immediate results. No matter how big your team is, ClientSuccess can help you become more efficient with your existing team.

Become the Source of Actionable Insights in Your Company

Pull together data points from across the customer journey from onboarding, to adoption, to renewal, and beyond.  Share insights about adjustments that can be make in product, sales, and marketing to further enhance the customer experience.  


CSM | CS LEADER | CEO | Other Teams

Case Study:


Plum Voice improves communication with customers and decreases customer churn by 70% with ClientSuccess

  • Decreases churn by 70% with ClientSuccess
  • Improves communication with customers
  • Has a full view of customer lifecycles
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