00
Days
00
Hours
00
Minutes
00
Seconds
Sign Up to Our Webinar! 'Become a Pricing and Forecasting Maestro with GoProposal and Futrli'
Register Now

Establishing a customer success strategy for your business

Read our guide to establishing a customer success strategy for your business.

Having a good strategy for customer success can help your company grow and improve your customer retention. We understand that customer success is not as easy as it sounds, so we've compiled this guide to creating a successful customer success strategy.

Customer success describes improving the customer journey from a potential sale to a satisfied customer.  Companies and customer success teams can improve their strategy by understanding each step of this process - from what a potential customer needs to sign a deal to what is needed for building customer loyalty.

Two women talking in office
Having a good strategy for customer success can help your company grow and improve your customer retention.

Make them aware of their product

Awareness of your service and products is the first step in an effective customer success strategy. Making a positive first impression of your product or service is key in engaging potential customers and likely to them signing up. A lot of these initial impressions will be formed online, which means your website and online presence are part of your customer success program. Beyond an initial impression, keeping up customer satisfaction largely stems from a consistent experience and aesthetic. If you pair this consistent customer experience with engagement solutions, you are likely to reach your target audience. The younger your company is, the more proactive and engaging your (online) presence has to be to attract the attention you want.

Man using a laptop
Awareness of your service and products is the first step in an effective customer success strategy.

Have a robust onboarding process

While customer support is key in customer relationship management, good retention rates start with a good acquisition process. This acquisition and onboarding stage is where investment in customer success software can pay off. It can ensure a smooth customer acquisition. A good relationship between customer success management and clients can be helped by a guided onboarding system for B2B customers or an efficiently designed sign-up or subscription process.

Create loyalty throughout the customer success team

Your customer support team is key in having your customers succeed. Helping your clients face whatever issues they encounter has to be part of your customer success plan - being able to find solutions for issues together is a key factor in customer success. Quick and helpful responses will help your customer success tactics and retention rate.

Customer support team
Your customer support team is key in having your customers succeed.

Improve your customer success by using direct debits

In order to balance the time consumed by integrating new customer service software, you should consider streamlining other processes. You could eg simplify your invoicing and payments to reduce time spent on chasing clients.

Woman paying at counter
In order to balance the time consumed by integrating new customer service software, you should consider streamlining other processes.
Watch the Webinar Recording

Start Your Free Trial

Let informed predictions and powerful reporting guide your business. Be ahead of the curve with Futrli.

Get business advice here

Our blog holds tips, how to’s and general business advice.

Futrli News

Futrli's February 2024 Release

This is some text inside of a div block.

Heading

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat.

Futrli News

Futrli's February 2024 Release

Accountants

3 Apps to beat accounting blues and scale your firm

Chris Downing catches up with three accounting app innovators to discuss the apps that they have developed that directly help accountants.

Accountants

Where most prediction software falls short

Tread carefully when looking for prediction software. Find out how to dig deeper into your predictions with the tools that count.

Small Businesses

Cash is King! 4 ways to keep your cash flow healthy.

Cash flow is essential to your business’ survival. Read our top 4 tips for taking control of your cash flow.

Small Businesses

10 Common Cash Flow Forecast Hurdles

If there’s one thing that all small and medium-sized enterprises should prioritise, it’s their cash flow. Read on to find out the top 10 most common issues.

Accountants

Empowering Accountants: How to Embrace Uncertainty with Futrli

The future is far from certain. Find out how Futrli helps accountants wade their way through murky, grey, “This might happen”-type scenarios.

Small Businesses

Inflation affecting your hospitality business? Take back control with these three steps.

Acting quickly is key to ensure you can ride out the incoming storm. Find out more in this article.

Small Businesses

Why cash flow forecasting helps businesses survive downturns in trade

Learn how cash flow forecasting is crucial for surviving slower trading periods.

Accountants

The 7 reasons why SMEs struggle with cash flow management

Find out the 7 major reasons why your clients’ businesses struggle to achieve a positive, healthy, consistent cash flow.

Accountants

Take clients from compliance to scenario planning in five steps

Scenario planning helps your clients imagine different environments or realities in the future, guiding the plans and decisions your clients make.

Accountants

Flash reports and why to build them

This short guide covers what Flash Reports are and how you could use them as a speedy solution for your clients’ reporting needs.

Small Businesses

Head of Accounting and Futrli COO discuss challenges and solutions for small businesses.

Read Dan and Helen’s thoughts on how SMEs can protect themselves during what is set to be a challenging year.