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

SuccessTeams

Totango SuccessTeams allows you to manage the scope of accounts for groups of team members to improve focus and productivity. Leaders are able to create teams oriented around a particular line of business and specific team objectives in order to increase the relevance of information available to each team. SuccessTeams give company leadership assurance that the right team members are accessing the right customer data.

Key Features of SuccessTeams

  • Users with assigned team(s) are only able to view accounts associated with their team, one team at time, no combined views of account data
  • SuccessTeam admins can frequently post and update a team goal to motivate and align teammates on current priorities
  • SuccessTeam members can view real-time information for their individual account set
  • Team Spotlight highlights the summary of work completed by the team’s members across SuccessTeams

Learn More about Success Teams 

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

What's inside a SuccessBLOC?

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.