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.

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Customer Lifecycle Management

Customer Lifecycle Management (CLM) helps you predict and address your customers’ needs and goals as they naturally grow and progress over time in order to foster a lasting connection. Effective CLM requires a goal-oriented approach, with clear milestones to strive for, and a clear roadmap to follow.

Best Practices for Customer Lifecycle Management

There are several best practices to follow to optimize the customer lifecycle management process, including:

  • Use data to drive timely and relevant engagements.
  • Measure and track progress against KPIs and goals.
  • Scale customer success.
  • Share customer data across the enterprise.
  • Prepare campaigns for each stage of the customer journey.
  • Identify advocates.

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