Customer Success Glossary

Welcome to our list of common Customer Success terms. Keep up with our continually evolving industry and empower yourself with the latest Customer Success terms, definitions, and knowledge.

Create a Free Account
A-B
C-D
E-F
G-H
I-J
K-L
M-N
O-P
Q-R
S-T
W-X
Y-Z

Getting Started

Tasks & Touchpoints

Account Profile

My Portfolio

Segments

SuccessBLOCs

SuccessPlays

Campaigns

Customer Data Platform

A customer data platform (CDP) is software that collects and synthesizes data from various sources into a holistic view of each customer.

Benefits of a CDP

Having access to a comprehensive customer profile allows you to identify where improvements need to be made and create more personalized engagements. Three key benefits of a CDP for your organization are:

  • Improving data protection & privacy compliance
  • Centralizing your data in a non-siloed hub
  • Powering your customer operating system

Learn More 

‍

webinar
2019 State of the customer success industry
8/27, 10 am pt/1pm ET
register today

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.