Customer Success


This is 2021. For years organizations have been concerned about losing people in their journey from prospects to customers. As a result, most have understood the importance of customer success management and having a customer success manager – a specialized role which is responsible for holding people tight in the sales pipeline throughout their journey to prevent losing them.  Many companies, over the years, have adopted customer success programs in their organization seeing a direct relation between having it & winning customers & increasing income, a research by customer success association says so. This role was originally very popular in SaaS industries as their software is provided as metered service which may be stopped any moment if the customer is not happy with the service. But now it is popular across all industries. In this blog, I will take you through six important skills that are necessary for customer success


You have to be empathetic in customer facing roles, it’s mandatory. If you want to succeed in the customer success role you need to realize the customers’ problem and feel their pain as if it were yours. This helps you in learning about the customers’ pain points and what is their expectation from you during all the time they are with you. Always having an immediate solution for your customers is impractical, how will you handle such a situation? Customers have paid for the service, they expect immediate assistance. Well, the best which you can do in such cases is be empathetic to their concerns. Even if you don’t have an immediate solution to their problem, they will appreciate it if you can empathize with them. Most customers understand that you may not have an immediate solution to their problem but they will be happy if you are courteous, helpful, & empathetic. 


In a customer success role, communication skill is very important. The absence of meaningful communication between customer and the customer success manager will result in frustration & anger for the customer. Let’s say you don’t have an immediate solution to a customer problem, but even in this situation you should at least explain the whole issue to the customer & make him understand your opinion. If you fail to do so, the customer will be angry, and rightfully so as you are not taking him into confidence. Apart from this, communication also plays a big bright role in internal issue handling. The customer success manager got to explain the problem to the customer success team who will then take necessary action. And when the problem will be resolved, the same should be articulated well to the customer in a lucid manner. Therefore, it goes without saying that communication is a game changer in the customer success platform.   


This is another key skill which you must have in this role. You can understand that customers may not be a trained professional like you, they may come from diverse backgrounds, so they may show an unprofessional attitude while explaining their problem or requirement to you. You as a client success executive will have to understand this and be patient throughout so that you understand their problem and also not offend them while taking down this. After patiently hearing their problem, assure them that everything will be alright, things will be back to normal, & everything will be on track before long.  If you are not patient while dealing with customers you may give that away while interacting with them, that way they may get offended, & complain against you affecting your career & may result in even more problematic outcomes.  So, the key to deal with customers is to hold your nerve, & be entertaining & amiable.  


Sensitivity plays a key role in all human interactions and more so in customer success strategy.  While interacting with so many people in your life you must have noticed that some are very receptive, they respond to your words emotionally, your words touch them to the inner core & they can feel you as you speak – they are sensitive people. Some, on the other hand, will not show any emotion at all. Some others will simply ignore or even worse show opposite emotion when you speak your heart. These are insensitive people. So, quite naturally, you will like to interact with sensitive people, because you like to be heard, you like to be felt, you like to be understood. In the customer success role being sensitive is very important, as insensitiveness may turn customers away – from you, from your department, & from your brand. This is the last thing which any company will want. So, the take home is being sensitive to your customers’ needs. They will surely like it. 


Suppose you are a customer, and you disclosed your requirement to me. What if I ignore it, what if I don’t put in my best effort to answer your concern, what if I unnecessarily assign this task to someone else who in turn is also not so serious about it. This will lead to delay in your work, you may get a poor-quality work, or worst your requirement may not be met at all. So, the most important thing here is be responsible – take responsibility for the customer feedback. Assume that you are the owner of the task, & you will have to get it resolved at all cost & in the best possible way. That’s why responsibility counts, show it while dealing with customers. If the person at the front takes responsibility for the task, you can be assured that your case is in safe hands, that your case will be heard, that people care about you & that they think of your best interest always. A responsible customer success representative will surely resolve the query in time & in the best possible way, resulting in the success of the customer loyalty program

Be a good listener

Caring is all about listening. In customer success you have to be caring & as I previously said, for that you need to be an active listener. How useful are you to a customer if you can’t solve his problem? Because to be able to solve a customer’s problem you need to be a good listener. When I say being a good listener, I don’t merely refer to the biological process of absorbing sound. What I mean is to be an active listener. What are the qualities of a good listener, an active listener? – They value the words they hear, for them every word they hear is precious, they immediately try to inculcate those words in themselves, they respond to those words positively through their actions. As a good listener you will have to understand even what is not spoken, learn to read between the words. A customer will immediately understand that they are interacting with a good listener, & they will feel satisfied. So, to succeed in this customer success field you will have to develop this ability to read people, that’s a key skill. 


These six skills which I have mentioned here can take you through your customer success initiative. But, one thing which you need to keep in mind is that these should be followed by every executive of your customer success team, otherwise, success will be partial & may be illusive. Earlier, I remember, customer success in SaaS was a very popular role. Today, almost every industry has a customer success manager to smooth the way for customers. Let me tell you one more thing, if you really want to enhance your customer success ability, take help of a customer success software application for that. WovVXM is a cloud-based & powerful customer experience management tool which can help you in that. Try this FREE—FOREVER software today & share the experience with us.