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Writer's pictureYogesh Jain

SaaS Customer Success 101 - Tips and Guidelines

Updated: Oct 16

You may have a great product, but what about the people using it? Your customers are the ones who interact closely with your service. In the SaaS industry, customer success is crucial for growth. If your company loses 10% of its customers each month, that loss compounds to 71.8% over the year.


To illustrate: if you start the year with 100 customers, you’ll have only 28 left by the end unless you gain 72 new customers. This is where customer success becomes key in reducing churn and driving customer retention.

What is SaaS customer success?


selling through content - SaaS book

Customer success in SaaS is all about ensuring your customers achieve their desired outcomes when using your product. Lincoln Murphy, a SaaS expert, defines it as: “Customer success is simply ensuring that your customers achieve their desired outcome through their interactions with your company.


For a SaaS business to grow quickly and sustainably, it must focus on acquiring and retaining customers. Customer success plays a role throughout the customer journey:


  1. Customer acquisition

  2. Onboarding and adoption

  3. Renewal

  4. Retention

  5. Customer advocacy and referral


5 Tips and Guidelines for SaaS Customer Success


1. Flexible Onboarding


While some users may enjoy an onboarding experience, others may prefer exploring on their own. Make your onboarding process flexible and allow users to skip or customize the experience. Many SaaS tools offer an interactive product tour to guide users.

2. Provide Quick Help Options


When users encounter issues, they need quick assistance. Don’t make them hunt for answers—offer quick access links like those found in Zendesk.


zendesk saas customer onboarding

Image source: Zendesk


Make sure you have a comprehensive knowledge base, live chat, forums, and educational resources available for users who need support.


3. Use Customer Usage Data

Tracking customer usage data is vital for managing customer success. It helps you:


  • Understand how customers interact with your product.

  • Monitor how frequently they use the service.

  • Identify opportunities for upselling.

  • Detect customers who may be at risk of churning.


4. Collect and Act on Customer Feedback

Gathering and acting on customer feedback is essential for improving your product. Your customer success team can frequently get feedback using:


  • In-app surveys like Net Promoter Score (NPS) to gauge customer satisfaction.

  • Requesting online reviews on platforms like Capterra, Trustpilot, or G2.

  • Sharing important insights from customer emails or support calls.


Use this feedback to identify patterns and update your product roadmap accordingly.


5. Make Support Easily Accessible


If a customer faces issues, they shouldn’t struggle to find support. Offer multiple ways for them to reach your customer success team, such as:


  • A dedicated support email.

  • Live chat on your website.

  • User forums.

  • A knowledge base with guides, FAQs, and troubleshooting tips.


Making support easy to access ensures customer satisfaction and shows that your team is responsive and helpful.


Conclusion


The goal of customer success is to help your customers gain value from your product, boost customer retention, reduce churn, and increase customer lifetime value. While there’s no one-size-fits-all approach, these tips can help you develop a successful customer success strategy, ensuring sustainable growth for your SaaS business.

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