All Glossary Terms

Customer Relationship Management

What is Customer Relationship Management?

Customer Relationship Management (CRM) is a strategic approach and supporting technology designed to help companies build, manage, and grow lasting relationships with their customers. In the context of Customer Success, CRM goes beyond sales tracking — it becomes the connective tissue that aligns teams around the customer journey, enabling proactive engagement, personalized experiences, and measurable value delivery at every stage of the lifecycle. A well-integrated CRM empowers teams to not only understand where a customer is today, but to anticipate what they’ll need tomorrow.

Terms related to Customer Relationship Management

Getting Started

Tasks & Touchpoints

Account Profile

My Portfolio

Segments

SuccessBLOCs

SuccessPlays

Campaigns

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What's inside a SuccessBLOC?

Overview
Goals & KPIs
Segments
Reports
Campaigns

A framework at your fingertips

SuccessBLOCs–a groundbreaking, modular concept in customer success, allowing organizations to start with their most critical business priority first, and grow into broader customer success initiatives.

Each SuccessBLOC contains goals that guide enterprises through the successful completion of each stage in the customer journey with relevant KPIs, dashboards, analytics and best practices.

GOALS & KPIs

Your guiding light

SuccessBLOCs–a groundbreaking, modular concept in customer success, allowing organizations to start with their most critical business priority first, and grow into broader customer success initiatives.

Each SuccessBLOC contains goals that guide enterprises through the successful completion of each stage in the customer journey with relevant KPIs, dashboards, analytics and best practices.

Segments

Filter, analyze, and act

SuccessBLOCs–a groundbreaking, modular concept in customer success, allowing organizations to start with their most critical business priority first, and grow into broader customer success initiatives.

Each SuccessBLOC contains goals that guide enterprises through the successful completion of each stage in the customer journey with relevant KPIs, dashboards, analytics and best practices.

Reports

Something here

SuccessBLOCs–a groundbreaking, modular concept in customer success, allowing organizations to start with their most critical business priority first, and grow into broader customer success initiatives.

Each SuccessBLOC contains goals that guide enterprises through the successful completion of each stage in the customer journey with relevant KPIs, dashboards, analytics and best practices.

Campaigns

Scale your connectivity

SuccessBLOCs–a groundbreaking, modular concept in customer success, allowing organizations to start with their most critical business priority first, and grow into broader customer success initiatives.

Each SuccessBLOC contains goals that guide enterprises through the successful completion of each stage in the customer journey with relevant KPIs, dashboards, analytics and best practices.