Let’s get right to it!<\/p>\n
Summary of customer success best practices to reduce churn<\/h2>\n\n- Customer success <\/a>in SaaS is a strategy that ensures customers achieve their desired outcomes using the product.<\/li>\n
- Excellent CS plays a key role in improving customer retention<\/a>, increasing customer lifetime value<\/a>, and giving a competitive advantage.<\/li>\n
- A customer-centric culture<\/a> is essential for effective customer success<\/a>. Its characteristics include empathy<\/a>, personalization, and proactive engagement.<\/li>\n
- Gathering detailed customer data through welcome surveys<\/a> helps tailor experiences to individual customer needs and preferences.<\/li>\n
- A comprehensive onboarding process is vital to provide relevant guidance at different stages of the customer journey.<\/a><\/li>\n
- Defining clear success goals for each user persona<\/a> at every stage of their journey is key to successful onboarding.<\/li>\n
- Proactive support<\/a>, like self-serve resources, allows users to find solutions independently and enhances the overall user experience<\/a>.<\/li>\n
- For enterprise clients, assigning dedicated customer success managers <\/a>is important to cater to their more complex requirements and ensure high-quality, personalized support.<\/a><\/li>\n
- Localizing the product<\/a> experience, e.g., by translating content<\/a>, makes it more inclusive <\/a>for a global customer base.<\/li>\n
- A robust customer feedback system,<\/a> including regular surveys, is crucial for assessing customer needs<\/a> and continuously improving the user experience.<\/li>\n
- Developing a range of educational <\/a>resources, such as text-based materials, videos<\/a>, and interactive activities, satisfies different learning styles and accessibility requirements.<\/li>\n
- Automating customer success<\/a> efforts helps coordinate various elements of the strategy efficiently, ensure consistency, and reduce the risk of errors.<\/li>\n
- Identifying and removing friction points<\/a> in the user journey is one of the key ways to reduce churn.<\/a><\/li>\n
- Experiments, like A\/B tests<\/a>, allow you to choose the most effective CS strategies.<\/li>\n<\/ul>\n
What is customer success?<\/h2>\n
Customer success <\/a>is a strategy used to ensure that customers achieve their goals using the product.<\/p>\nIn contrast to customer support<\/a>, customer service<\/a>, or account management, it involves much more than troubleshooting, dealing with customer complaints, or driving sales.<\/p>\nCustomer success is a much more holistic approach. It involves anticipating <\/a>customer needs and proactively recommending solutions that will enable them to maximize the software potential in their unique circumstances.<\/p>\nDoing so helps SaaS businesses foster long-term mutually beneficial relationships <\/a>with their customers, essential for product <\/a>and business success.<\/p>\nWhy is customer success important for SaaS companies?<\/h2>\n
Due to the subscription-based model, effective customer success is essential for SaaS businesses to thrive.<\/p>\n
Here’s why.<\/p>\n
Improves customer retention and lifetime value<\/h3>\n
By helping users achieve their objectives, customer success teams can dramatically improve customer satisfaction<\/a> with the product.<\/p>\nThis translates into higher customer retention<\/a>. If they’re happy with the product and the value it offers, they have no reason to look for alternative solutions.<\/p>\nImproved customer retention rates matter for SaaS businesses because they’re directly linked to higher customer lifetime value.<\/a> The longer customers stay with the company, the more revenue they bring during the business relationship.<\/p>\nOverall, it’s safe to say that a good customer success strategy increases business profitability.<\/p>\n
Builds a strong competitive advantage<\/h3>\n
Outstanding customer success doesn’t only improve customer retention but also helps with customer acquisition.<\/a><\/p>\nThat’s because it can help companies differentiate <\/a>their products from competitors. Good customer success practices are very difficult to copy, unlike features.<\/p>\nThis is particularly important in highly saturated markets.<\/p>\n
Drives customer advocacy and referrals<\/h3>\n
Another way in which CS drives customer acquisition (and reduces its costs) is by promoting customer advocacy.<\/a><\/p>\nThink about it:<\/p>\n
When customers are satisfied with the product, they’re more likely to recommend the product to their colleagues or friends. And word-of-mouth <\/a>referrals are by far the most effective marketing strategy. That’s how Slack <\/a>managed to get 8k users within 24 hours of launching!<\/p>\n12 Customer success best practices to minimize customer churn<\/h2>\n
Now that I’ve convinced you why it’s worth developing your customer success operations<\/a>, let’s have a look at some top tips on how to do it!<\/p>\n1. Foster a customer-centric culture in your SaaS company<\/h3>\n
A customer-centric culture<\/a> is the foundation of a successful customer success strategy.<\/p>\nWhat are the characteristics of customer-centric organizations?<\/p>\n
\n- Customer empathy<\/a> – to understand their pain points, needs, and wants<\/li>\n
- Personalization<\/a> – to offer a solution that suits their unique circumstances<\/li>\n
- Proactivity<\/a> – to address issues before they escalate<\/li>\n
- Cross-functional collaboration – to ensure a consistent approach to delivering customer value<\/a><\/li>\n
- Staff empowerment – so that team members can make independent decisions and show their initiative to improve customer satisfaction<\/li>\n
- Leadership <\/a>commitment – so that the customer is at the heart of every decision<\/li>\n<\/ul>\n
2. Collect detailed customer data to personalize experiences<\/h3>\n
To offer personalized user experiences, <\/a>you need to know your customers and their needs.<\/p>\nThe easiest way to collect data about your customers is through welcome surveys. <\/a>These are often a part of the sign-up flow and include questions about the customers’ use cases and their role in the company.<\/p>\nA good welcome survey should include only essential questions to segment customers<\/a> effectively. Irrelevant questions add friction <\/a>and can put off customers.<\/p>\nAt least, that\u2019s what is commonly believed.<\/p>\n
According to Elena Verna<\/a>, Head of Growth & Data at Dropbox, longer surveys don’t necessarily reduce user activation in the B2B context anyway:<\/p>\nI\u2019ve implemented onboarding profiling across just about every client and company I’ve ever worked with. And none of them resulted in a drop in activation metrics: From what I\u2019ve seen, adding a 3-screen\/9-question onboarding flow has no more than a 10% profiling completion drop-off rate and no impact on the number of users reaching the habit loop phase of activation.<\/em><\/p><\/blockquote>\nElena adds that skipping important profiling questions is counterproductive as it doesn’t allow you to build a complete picture of customer needs.<\/a><\/p>\n…there is only one thing worse than having lackluster growth: Growing and not knowing who your customer is.<\/em><\/p><\/blockquote>\n![\"Customer](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/welcome-survey-customer-success-best-practices_13263ecf3afbc1d4696050658f2d8007_800.png\")
<\/picture>Customer success best practices: welcome survey.<\/figcaption><\/figure>\n3. Create a comprehensive onboarding process to ensure customers succeed<\/h3>\n
An onboarding process that provides relevant guides is essential for customer success.<\/p>\n
The word relevant has different meanings at different stages of the user journey.<\/p>\n
At the activation stage, it’s all about introducing the key features and helping users experience the product value.<\/a> Once users develop more confidence, secondary onboarding <\/a>helps them discover more advanced functionality. Finally, further down the funnel<\/a>, tertiary onboarding focuses on promoting customer advocacy <\/a>and driving account expansion.<\/a><\/p>\nRelevant also means personalized for each user persona.<\/p>\n
To create such personalized onboarding experiences<\/a>, you first need to analyze the behavior of the most successful users in each group to identify the most optimal way to achieve their goals.<\/p>\nYou then use these insights to design flows <\/a>that push other customers onto the happy path <\/a>and help them replicate it.<\/p>\n![\"tooltips-in-userpilot\"](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/tooltips-in-userpilot_273bec353dd53876d2293b28ae41c37b_800.png\")
<\/picture>Customer success best practices: customer onboarding.<\/figcaption><\/figure>\n4. Determine success goals for all customer journey stages<\/h3>\n
For successfully onboarding users, you first need to determine what success means for each user persona at each stage of their user journey.<\/p>\n
For example, if you have a project management tool like Asana or ClickUp, the project manager <\/a>and team members will have different activation <\/a>goals. For the manager, this could be setting up the project, adding tasks, and assigning them, while for team members it would be updating the status of tasks regularly.<\/p>\nTo help you define success goals, use a detailed customer journey map <\/a>outlining all the stages and touchpoints <\/a>for each user persona.<\/p>\n5. Provide proactive support to assist users<\/h3>\n
As mentioned, proactivity <\/a>is one of the key features of SaaS customer success.<\/p>\nIn the context of customer support, this means providing users with self-serve <\/a>resources so that they can resolve their issues independently without relying on the customer success team 24\/7.<\/a><\/p>\nA resource center <\/a>with product documentation, how-to guides, video tutorials,<\/a> and relevant blog posts is a common way to deliver such on-demand support.<\/p>\nSuch resources not only drive customer success but also reduce support costs, which is essential for PLG <\/a>companies, where monetization often happens later in the customer journey, and most customers use the product without paying.<\/p>\n![\"Customer](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/resource-center-customer-success-best-practices_834340daba34433b8a160b241125a0e0_800.png\")
<\/picture>Resource center.<\/figcaption><\/figure>\n6. Assign a dedicated customer success manager for enterprise clients<\/h3>\n
While self-service support may be enough for the majority of users, your enterprise customers may need more high-touch support from a dedicated customer success manager.<\/a><\/p>\nThat’s because enterprises <\/a>often need more complex <\/a>needs and consequently – more complex solutions with greater customization. Implementing such solutions across large organizations would be challenging if they had to rely on self-support resources only.<\/p>\nAnd let’s be honest: enterprise clients are likely to have greater lifetime value, so it pays off to pamper them a bit.<\/p>\n
7. Localize the customer experience<\/h3>\n
Unless your SaaS product has been designed with one specific market in mind, you’re likely to have customers from all over the world.<\/p>\n
Actually, one of the main advantages of the SaaS model is that product distribution is not restricted by geographical boundaries – everybody can access it from wherever they live.<\/p>\n
However, this comes with challenges.<\/p>\n
One of them is that not all users may speak your language as their native tongue. This could potentially reduce their ability to realize the product value.<\/a><\/p>\nFortunately, thanks to AI and NLP technologies, it’s easy to translate <\/a>your product into other languages. For example, localization <\/a>features allow you to translate your microcopy<\/a>, resource center resources, and survey questions into multiple languages automatically.<\/p>\n![\"Customer](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/localization-customer-success-best-practices_f1500448d3534da7f2de03e35c68feed_800.png\")
<\/picture>Customer success best practices: localize content.<\/figcaption><\/figure>\n8. Implement a robust customer feedback system<\/h3>\n
To effectively assess customer needs and improve their user experience, a solid feedback system <\/a>is a must.<\/p>\nHere are a few things to remember when implementing it:<\/p>\n
\n- Run customer satisfaction surveys (NPS, CSAT<\/a>) every 3-4 months<\/li>\n
- Deliver the surveys via different mediums, for example, in-app <\/a>and by email to maximize engagement<\/li>\n
- Trigger contextual surveys to measure the success of specific features<\/li>\n
- Include both closed- and open-ended questions to gather quantitative <\/a>and qualitative feedback<\/a><\/li>\n
- Enable a feedback widget to allow users to submit passive feedback<\/a> whenever they need to<\/li>\n
- Avoid leading and double-barrel questions as they will skew the results<\/li>\n<\/ul>\n
As users submit their feedback, always acknowledge it and explain how you’re going to act on it. Closing the feedback loop<\/a> is essential to build customer trust and loyalty<\/a>.<\/p>\n![\"Survey](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/in-app-survey-customer-success-best-practices_a866228cb92c0a0f1b4a3ab0d81996b0_800.png\")
<\/picture>Survey builder.<\/figcaption><\/figure>\n9. Develop different education resources to guide customers<\/h3>\n
Different users have different learning preferences or have different accessibility requirements and will need different resources.<\/p>\n
For example, some users may have a preference for text-based materials, like blog posts and technical product documents, while others may respond better to videos<\/a>, visuals, or interactive activities. Visually impaired users may only be able to access audio content.<\/p>\nMake sure that the educational resources<\/a> you offer reflect this.<\/p>\nThis doesn’t mean assessing each user’s learning style but offering a buffet with different options so that they can pick and choose what works best. To increase accessibility, consider enabling such features as immersive readers.<\/p>\n
10. Automate your customer success efforts with the right platform<\/h3>\n
A comprehensive customer success strategy is made up of many elements. Coordinating them manually is a hard job and requires considerable resources.<\/p>\n
Fortunately, with the right tools, you can easily automate most of the customer success processes.<\/a> For example, you can set up your surveys so that they’re triggered automatically at regular time intervals or contextually – when an event occurs.<\/p>\nAutomating such repetitive tasks may not have a direct impact on customers. However, it improves the overall quality of customer success by increasing consistency, reducing the risk of errors, and relieving the CS team so that they can deal with high-impact activities.<\/p>\n![\"Survey](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/automation-customer-success-best-practices_257857a74df7e80e5e499fd9a3fa1c9f_800.png\")
<\/picture>Survey automation.<\/figcaption><\/figure>\n11. Identify friction areas and remove them<\/h3>\n
While there are situations when a bit of friction <\/a>may be beneficial, normally it slows down users, spoils user experience, and often leads to churn.<\/p>\nFortunately, finding friction is easy with the right tools.<\/p>\n
For example, funnel analysis<\/a> in your analytics platform can help you identify the general area where users experience bottlenecks. Next, you can conduct session replay analysis to find its root cause.<\/p>\nArmed with such insight, you can tweak the user experience to remove the friction. For instance, a tooltip may be enough to give users a nudge in the right direction.<\/p>\n![\"Funnel](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/funnel-analysis-customer-success-best-practices_27a9ebf88477b91edc4257abd4b53bb4_800.png\")
<\/picture>Funnel analysis.<\/figcaption><\/figure>\n12. A\/B test your customer success strategies<\/h3>\n
Designing onboarding experiences, in-app messages<\/a> or surveys sounds super easy when you read about it but it’s a bit more complex in practice. There are too many variables that can affect their effectiveness, and it’s difficult to predict what’s going to work and what’s not.<\/p>\nThat’s why you need to run experiments <\/a>and test them before launch.<\/p>\nA\/B testing<\/a> is probably one of the most common types of experiments. It involves launching two different versions of a message or flow at the same time and measuring their success.<\/p>\nIt’s an effective method when you have to choose between two options, but not so when there are more. If that’s the case, a multivariate test<\/a> may be more appropriate.<\/p>\n![\"Customer](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/funnel-customer-success-best-practices_a398aef4e42f3040394a39d9a7ddafbe_800.png\")
<\/picture>Customer success best practices: A\/B testing.<\/figcaption><\/figure>\nThe best tools for customer success teams<\/h2>\n
Implementing the above practices is possible only if you have the right software.<\/p>\n
Here’s my selection of top customer success tools.<\/p>\n
Zendesk – live chat customer success platform<\/h3>\n
Zendesk provides a live chat platform designed for customer success.<\/p>\n
It facilitates real-time communication, enabling businesses to offer instant support and personalized assistance.<\/p>\n
The platform integrates <\/a>seamlessly with other tools. For example, you can embed it into the resource center for more comprehensive customer support and service.<\/p>\n![\"Customer](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/zendesk-customer-success-best-practices_1568fc1b412e5c1c1e8481c8ee4afc94_800.png\")
<\/picture>Customer success platforms: Zendesk.<\/figcaption><\/figure>\nHotjar – for providing qualitative insights to customer success managers<\/h3>\n
Hotjar is a powerful analytics platform used for UI and UX optimization.<\/p>\n
It’s best known for its heatmaps and session recordings, which enable the customer success team to analyze user interactions <\/a>with the product in great detail.<\/p>\n![\"Customer](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/hotjar-customer-success-best-practices_b2a8d04ba6fea45b9a7f5cd40ebd4b3a_800.png\")
<\/picture>Customer success platforms: Hotjar.<\/figcaption><\/figure>\nPlanhat – for customer success management<\/h3>\n
Planhat is a customer success platform designed to help teams manage and improve their relationships with customers.<\/a><\/p>\nIt offers a range of features like health scoring, lifecycle <\/a>phase tracking, communication management, and renewal management, which enables SaaS teams to improve engagement<\/a>, reduce churn, and drive account expansion.<\/p>\n![\"Customer](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/planhat-customer-success-best-practices_ca9eafa85811b5cdc4cb56d3f73c9945_800.png\")
<\/picture>Customer success platforms: Planhat.<\/figcaption><\/figure>\nUserpilot – the complete customer success software for SaaS businesses<\/h3>\n
Userpilot <\/a>is a powerful product growth platform that does pretty much everything you need to deliver an outstanding customer success experience.<\/p>\nLet’s start with the onboarding features.<\/p>\n
Userpilot<\/a> allows teams to create personalized onboarding flows made up of individual in-app messages, interactive walkthroughs, <\/a>and checklists. To facilitate customer education and provide on-demand support, there’s a resource center that supports various types of resources (text, images, videos, etc.).<\/p>\nAll of this is easy to create thanks to the visual designer and AI writing assistant.<\/p>\n![\"Onboarding](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/ux-patterns-customer-success-best-practices_f0177ab80ffb2127af576fda22921ebe_800.png\")
<\/picture>Onboarding UI patterns in Userpilot<\/a>.<\/figcaption><\/figure>\nThe WYSIWYG editor and AI come in handy also when building in-app surveys.<\/p>\n
Userpilot offers a template library<\/a> that includes industry-standard surveys like NPS, CSAT, or CES.<\/p>\nAfter customizing your survey, you can set recurring delivery dates and target specific user segments for more granular insights. There’s also a dedicated NPS dashboard<\/a> with all the key data.<\/p>\n![\"Userpilot](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/template-library-customer-success-best-practices_ae808b57645e5c4477ce2fda86cd6a1c_800.png\")
<\/picture>Userpilot survey templates.<\/figcaption><\/figure>\nFinally, Userpilot analytics<\/a> features are in a league of their own, at least when compared to other analytics tools. These include feature and event tracking, funnel analysis, path analysis, <\/a>retention analysis, and trend analysis <\/a>– enough to gain a complete understanding of user in-app behavior.<\/p>\nConclusion<\/h2>\n
In SaaS, there’s no product and business success without customer success. To help your customers thrive, you need a comprehensive customer success strategy that engages them and supports their goals at every stage of the customer journey.<\/p>\n","protected":false},"excerpt":{"rendered":"
Customer Success is the sexy new topic in the SaaS & Software industry. We’re here to give you a detailed understanding of customer success best practices.<\/p>\n","protected":false},"author":105,"featured_media":166251,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[25],"tags":[687,285,363,149,616,286,480,263,998],"class_list":["post-2249","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-success","tag-customer-churn","tag-customer-retention","tag-customer-success","tag-customer-success-best-practices","tag-customer-success-manager","tag-customer-success-saas","tag-customer-success-strategies","tag-reduce-churn","tag-user-success"],"acf":[],"yoast_head":"\n
12 Customer Success Best Practices for Reducing Churn (+Best Tools)<\/title>\n<meta name=\"description\" content=\"In SaaS, product and business success are not complete without customer success. We share best practices to give your business an edge.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/userpilot.com\/blog\/customer-success-best-practices-to-reduce-churn\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"12 Customer Success Best Practices for Reducing Churn (+Best Tools)\" \/>\n<meta property=\"og:description\" content=\"In SaaS, product and business success are not complete without customer success. We share best practices to give your business an edge.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/userpilot.com\/blog\/customer-success-best-practices-to-reduce-churn\/\" \/>\n<meta property=\"og:site_name\" content=\"Thoughts about Product Adoption, User Onboarding and Good UX | Userpilot Blog\" \/>\n<meta property=\"article:published_time\" content=\"2024-01-31T20:43:29+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-24T15:05:23+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2021\/05\/12-customer-success-best-practices-for-reducing-churn_a940a082dbbe4ffc315054458eb86117_2000.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"600\" \/>\n\t<meta property=\"og:image:height\" content=\"393\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"James Mitchinson\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"James Mitchinson\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"15 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/userpilot.com\/blog\/customer-success-best-practices-to-reduce-churn\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/userpilot.com\/blog\/customer-success-best-practices-to-reduce-churn\/\"},\"author\":{\"name\":\"James Mitchinson\",\"@id\":\"https:\/\/userpilot.com\/blog\/#\/schema\/person\/a85fe026d286eebc14919285f278e83a\"},\"headline\":\"12 Customer Success Best Practices for Reducing Churn (+Best Tools)\",\"datePublished\":\"2024-01-31T20:43:29+00:00\",\"dateModified\":\"2026-03-24T15:05:23+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/userpilot.com\/blog\/customer-success-best-practices-to-reduce-churn\/\"},\"wordCount\":2649,\"commentCount\":0,\"image\":{\"@id\":\"https:\/\/userpilot.com\/blog\/customer-success-best-practices-to-reduce-churn\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2021\/05\/12-customer-success-best-practices-for-reducing-churn_a940a082dbbe4ffc315054458eb86117_2000.jpg\",\"keywords\":[\"customer churn\",\"customer retention\",\"customer success\",\"customer success best practices\",\"customer success manager\",\"customer success saas\",\"customer success strategies\",\"reduce churn\",\"user success\"],\"articleSection\":[\"Customer Success\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/userpilot.com\/blog\/customer-success-best-practices-to-reduce-churn\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/userpilot.com\/blog\/customer-success-best-practices-to-reduce-churn\/\",\"url\":\"https:\/\/userpilot.com\/blog\/customer-success-best-practices-to-reduce-churn\/\",\"name\":\"12 Customer Success Best Practices for Reducing Churn (+Best Tools)\",\"isPartOf\":{\"@id\":\"https:\/\/userpilot.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/userpilot.com\/blog\/customer-success-best-practices-to-reduce-churn\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/userpilot.com\/blog\/customer-success-best-practices-to-reduce-churn\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2021\/05\/12-customer-success-best-practices-for-reducing-churn_a940a082dbbe4ffc315054458eb86117_2000.jpg\",\"datePublished\":\"2024-01-31T20:43:29+00:00\",\"dateModified\":\"2026-03-24T15:05:23+00:00\",\"author\":{\"@id\":\"https:\/\/userpilot.com\/blog\/#\/schema\/person\/a85fe026d286eebc14919285f278e83a\"},\"description\":\"In SaaS, product and business success are not complete without customer success. 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What is customer success?<\/h2>\n
Customer success <\/a>is a strategy used to ensure that customers achieve their goals using the product.<\/p>\n In contrast to customer support<\/a>, customer service<\/a>, or account management, it involves much more than troubleshooting, dealing with customer complaints, or driving sales.<\/p>\n Customer success is a much more holistic approach. It involves anticipating <\/a>customer needs and proactively recommending solutions that will enable them to maximize the software potential in their unique circumstances.<\/p>\n Doing so helps SaaS businesses foster long-term mutually beneficial relationships <\/a>with their customers, essential for product <\/a>and business success.<\/p>\n Due to the subscription-based model, effective customer success is essential for SaaS businesses to thrive.<\/p>\n Here’s why.<\/p>\n By helping users achieve their objectives, customer success teams can dramatically improve customer satisfaction<\/a> with the product.<\/p>\n This translates into higher customer retention<\/a>. If they’re happy with the product and the value it offers, they have no reason to look for alternative solutions.<\/p>\n Improved customer retention rates matter for SaaS businesses because they’re directly linked to higher customer lifetime value.<\/a> The longer customers stay with the company, the more revenue they bring during the business relationship.<\/p>\n Overall, it’s safe to say that a good customer success strategy increases business profitability.<\/p>\n Outstanding customer success doesn’t only improve customer retention but also helps with customer acquisition.<\/a><\/p>\n That’s because it can help companies differentiate <\/a>their products from competitors. Good customer success practices are very difficult to copy, unlike features.<\/p>\n This is particularly important in highly saturated markets.<\/p>\n Another way in which CS drives customer acquisition (and reduces its costs) is by promoting customer advocacy.<\/a><\/p>\n Think about it:<\/p>\n When customers are satisfied with the product, they’re more likely to recommend the product to their colleagues or friends. And word-of-mouth <\/a>referrals are by far the most effective marketing strategy. That’s how Slack <\/a>managed to get 8k users within 24 hours of launching!<\/p>\n Now that I’ve convinced you why it’s worth developing your customer success operations<\/a>, let’s have a look at some top tips on how to do it!<\/p>\n A customer-centric culture<\/a> is the foundation of a successful customer success strategy.<\/p>\n What are the characteristics of customer-centric organizations?<\/p>\n To offer personalized user experiences, <\/a>you need to know your customers and their needs.<\/p>\n The easiest way to collect data about your customers is through welcome surveys. <\/a>These are often a part of the sign-up flow and include questions about the customers’ use cases and their role in the company.<\/p>\n A good welcome survey should include only essential questions to segment customers<\/a> effectively. Irrelevant questions add friction <\/a>and can put off customers.<\/p>\n At least, that\u2019s what is commonly believed.<\/p>\n According to Elena Verna<\/a>, Head of Growth & Data at Dropbox, longer surveys don’t necessarily reduce user activation in the B2B context anyway:<\/p>\n I\u2019ve implemented onboarding profiling across just about every client and company I’ve ever worked with. And none of them resulted in a drop in activation metrics: From what I\u2019ve seen, adding a 3-screen\/9-question onboarding flow has no more than a 10% profiling completion drop-off rate and no impact on the number of users reaching the habit loop phase of activation.<\/em><\/p><\/blockquote>\n Elena adds that skipping important profiling questions is counterproductive as it doesn’t allow you to build a complete picture of customer needs.<\/a><\/p>\n …there is only one thing worse than having lackluster growth: Growing and not knowing who your customer is.<\/em><\/p><\/blockquote>\n An onboarding process that provides relevant guides is essential for customer success.<\/p>\n The word relevant has different meanings at different stages of the user journey.<\/p>\n At the activation stage, it’s all about introducing the key features and helping users experience the product value.<\/a> Once users develop more confidence, secondary onboarding <\/a>helps them discover more advanced functionality. Finally, further down the funnel<\/a>, tertiary onboarding focuses on promoting customer advocacy <\/a>and driving account expansion.<\/a><\/p>\n Relevant also means personalized for each user persona.<\/p>\n To create such personalized onboarding experiences<\/a>, you first need to analyze the behavior of the most successful users in each group to identify the most optimal way to achieve their goals.<\/p>\n You then use these insights to design flows <\/a>that push other customers onto the happy path <\/a>and help them replicate it.<\/p>\n For successfully onboarding users, you first need to determine what success means for each user persona at each stage of their user journey.<\/p>\n For example, if you have a project management tool like Asana or ClickUp, the project manager <\/a>and team members will have different activation <\/a>goals. For the manager, this could be setting up the project, adding tasks, and assigning them, while for team members it would be updating the status of tasks regularly.<\/p>\n To help you define success goals, use a detailed customer journey map <\/a>outlining all the stages and touchpoints <\/a>for each user persona.<\/p>\n As mentioned, proactivity <\/a>is one of the key features of SaaS customer success.<\/p>\n In the context of customer support, this means providing users with self-serve <\/a>resources so that they can resolve their issues independently without relying on the customer success team 24\/7.<\/a><\/p>\n A resource center <\/a>with product documentation, how-to guides, video tutorials,<\/a> and relevant blog posts is a common way to deliver such on-demand support.<\/p>\n Such resources not only drive customer success but also reduce support costs, which is essential for PLG <\/a>companies, where monetization often happens later in the customer journey, and most customers use the product without paying.<\/p>\n While self-service support may be enough for the majority of users, your enterprise customers may need more high-touch support from a dedicated customer success manager.<\/a><\/p>\n That’s because enterprises <\/a>often need more complex <\/a>needs and consequently – more complex solutions with greater customization. Implementing such solutions across large organizations would be challenging if they had to rely on self-support resources only.<\/p>\n And let’s be honest: enterprise clients are likely to have greater lifetime value, so it pays off to pamper them a bit.<\/p>\n Unless your SaaS product has been designed with one specific market in mind, you’re likely to have customers from all over the world.<\/p>\n Actually, one of the main advantages of the SaaS model is that product distribution is not restricted by geographical boundaries – everybody can access it from wherever they live.<\/p>\n However, this comes with challenges.<\/p>\n One of them is that not all users may speak your language as their native tongue. This could potentially reduce their ability to realize the product value.<\/a><\/p>\n Fortunately, thanks to AI and NLP technologies, it’s easy to translate <\/a>your product into other languages. For example, localization <\/a>features allow you to translate your microcopy<\/a>, resource center resources, and survey questions into multiple languages automatically.<\/p>\n To effectively assess customer needs and improve their user experience, a solid feedback system <\/a>is a must.<\/p>\n Here are a few things to remember when implementing it:<\/p>\n As users submit their feedback, always acknowledge it and explain how you’re going to act on it. Closing the feedback loop<\/a> is essential to build customer trust and loyalty<\/a>.<\/p>\n Different users have different learning preferences or have different accessibility requirements and will need different resources.<\/p>\n For example, some users may have a preference for text-based materials, like blog posts and technical product documents, while others may respond better to videos<\/a>, visuals, or interactive activities. Visually impaired users may only be able to access audio content.<\/p>\n Make sure that the educational resources<\/a> you offer reflect this.<\/p>\n This doesn’t mean assessing each user’s learning style but offering a buffet with different options so that they can pick and choose what works best. To increase accessibility, consider enabling such features as immersive readers.<\/p>\n A comprehensive customer success strategy is made up of many elements. Coordinating them manually is a hard job and requires considerable resources.<\/p>\n Fortunately, with the right tools, you can easily automate most of the customer success processes.<\/a> For example, you can set up your surveys so that they’re triggered automatically at regular time intervals or contextually – when an event occurs.<\/p>\n Automating such repetitive tasks may not have a direct impact on customers. However, it improves the overall quality of customer success by increasing consistency, reducing the risk of errors, and relieving the CS team so that they can deal with high-impact activities.<\/p>\n While there are situations when a bit of friction <\/a>may be beneficial, normally it slows down users, spoils user experience, and often leads to churn.<\/p>\n Fortunately, finding friction is easy with the right tools.<\/p>\n For example, funnel analysis<\/a> in your analytics platform can help you identify the general area where users experience bottlenecks. Next, you can conduct session replay analysis to find its root cause.<\/p>\n Armed with such insight, you can tweak the user experience to remove the friction. For instance, a tooltip may be enough to give users a nudge in the right direction.<\/p>\n Designing onboarding experiences, in-app messages<\/a> or surveys sounds super easy when you read about it but it’s a bit more complex in practice. There are too many variables that can affect their effectiveness, and it’s difficult to predict what’s going to work and what’s not.<\/p>\n That’s why you need to run experiments <\/a>and test them before launch.<\/p>\n A\/B testing<\/a> is probably one of the most common types of experiments. It involves launching two different versions of a message or flow at the same time and measuring their success.<\/p>\n It’s an effective method when you have to choose between two options, but not so when there are more. If that’s the case, a multivariate test<\/a> may be more appropriate.<\/p>\n Implementing the above practices is possible only if you have the right software.<\/p>\n Here’s my selection of top customer success tools.<\/p>\n Zendesk provides a live chat platform designed for customer success.<\/p>\n It facilitates real-time communication, enabling businesses to offer instant support and personalized assistance.<\/p>\n The platform integrates <\/a>seamlessly with other tools. For example, you can embed it into the resource center for more comprehensive customer support and service.<\/p>\n Hotjar is a powerful analytics platform used for UI and UX optimization.<\/p>\n It’s best known for its heatmaps and session recordings, which enable the customer success team to analyze user interactions <\/a>with the product in great detail.<\/p>\n Planhat is a customer success platform designed to help teams manage and improve their relationships with customers.<\/a><\/p>\n It offers a range of features like health scoring, lifecycle <\/a>phase tracking, communication management, and renewal management, which enables SaaS teams to improve engagement<\/a>, reduce churn, and drive account expansion.<\/p>\n Userpilot <\/a>is a powerful product growth platform that does pretty much everything you need to deliver an outstanding customer success experience.<\/p>\n Let’s start with the onboarding features.<\/p>\n Userpilot<\/a> allows teams to create personalized onboarding flows made up of individual in-app messages, interactive walkthroughs, <\/a>and checklists. To facilitate customer education and provide on-demand support, there’s a resource center that supports various types of resources (text, images, videos, etc.).<\/p>\n All of this is easy to create thanks to the visual designer and AI writing assistant.<\/p>\n The WYSIWYG editor and AI come in handy also when building in-app surveys.<\/p>\n Userpilot offers a template library<\/a> that includes industry-standard surveys like NPS, CSAT, or CES.<\/p>\n After customizing your survey, you can set recurring delivery dates and target specific user segments for more granular insights. There’s also a dedicated NPS dashboard<\/a> with all the key data.<\/p>\n Finally, Userpilot analytics<\/a> features are in a league of their own, at least when compared to other analytics tools. These include feature and event tracking, funnel analysis, path analysis, <\/a>retention analysis, and trend analysis <\/a>– enough to gain a complete understanding of user in-app behavior.<\/p>\n In SaaS, there’s no product and business success without customer success. To help your customers thrive, you need a comprehensive customer success strategy that engages them and supports their goals at every stage of the customer journey.<\/p>\n","protected":false},"excerpt":{"rendered":" Customer Success is the sexy new topic in the SaaS & Software industry. We’re here to give you a detailed understanding of customer success best practices.<\/p>\n","protected":false},"author":105,"featured_media":166251,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[25],"tags":[687,285,363,149,616,286,480,263,998],"class_list":["post-2249","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-success","tag-customer-churn","tag-customer-retention","tag-customer-success","tag-customer-success-best-practices","tag-customer-success-manager","tag-customer-success-saas","tag-customer-success-strategies","tag-reduce-churn","tag-user-success"],"acf":[],"yoast_head":"\nWhy is customer success important for SaaS companies?<\/h2>\n
Improves customer retention and lifetime value<\/h3>\n
Builds a strong competitive advantage<\/h3>\n
Drives customer advocacy and referrals<\/h3>\n
12 Customer success best practices to minimize customer churn<\/h2>\n
1. Foster a customer-centric culture in your SaaS company<\/h3>\n
\n
2. Collect detailed customer data to personalize experiences<\/h3>\n
![\"Customer](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/welcome-survey-customer-success-best-practices_13263ecf3afbc1d4696050658f2d8007_800.png)
<\/picture>3. Create a comprehensive onboarding process to ensure customers succeed<\/h3>\n
![\"tooltips-in-userpilot\"](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/tooltips-in-userpilot_273bec353dd53876d2293b28ae41c37b_800.png)
<\/picture>4. Determine success goals for all customer journey stages<\/h3>\n
5. Provide proactive support to assist users<\/h3>\n
![\"Customer](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/resource-center-customer-success-best-practices_834340daba34433b8a160b241125a0e0_800.png)
<\/picture>6. Assign a dedicated customer success manager for enterprise clients<\/h3>\n
7. Localize the customer experience<\/h3>\n
![\"Customer](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/localization-customer-success-best-practices_f1500448d3534da7f2de03e35c68feed_800.png)
<\/picture>8. Implement a robust customer feedback system<\/h3>\n
\n
![\"Survey](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/in-app-survey-customer-success-best-practices_a866228cb92c0a0f1b4a3ab0d81996b0_800.png)
<\/picture>9. Develop different education resources to guide customers<\/h3>\n
10. Automate your customer success efforts with the right platform<\/h3>\n
![\"Survey](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/automation-customer-success-best-practices_257857a74df7e80e5e499fd9a3fa1c9f_800.png)
<\/picture>11. Identify friction areas and remove them<\/h3>\n
![\"Funnel](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/funnel-analysis-customer-success-best-practices_27a9ebf88477b91edc4257abd4b53bb4_800.png)
<\/picture>12. A\/B test your customer success strategies<\/h3>\n
![\"Customer](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/funnel-customer-success-best-practices_a398aef4e42f3040394a39d9a7ddafbe_800.png)
<\/picture>The best tools for customer success teams<\/h2>\n
Zendesk – live chat customer success platform<\/h3>\n
![\"Customer](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/zendesk-customer-success-best-practices_1568fc1b412e5c1c1e8481c8ee4afc94_800.png)
<\/picture>Hotjar – for providing qualitative insights to customer success managers<\/h3>\n
![\"Customer](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/hotjar-customer-success-best-practices_b2a8d04ba6fea45b9a7f5cd40ebd4b3a_800.png)
<\/picture>Planhat – for customer success management<\/h3>\n
![\"Customer](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/planhat-customer-success-best-practices_ca9eafa85811b5cdc4cb56d3f73c9945_800.png)
<\/picture>Userpilot – the complete customer success software for SaaS businesses<\/h3>\n
![\"Onboarding](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/ux-patterns-customer-success-best-practices_f0177ab80ffb2127af576fda22921ebe_800.png)
<\/picture>![\"Userpilot](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/09\/template-library-customer-success-best-practices_ae808b57645e5c4477ce2fda86cd6a1c_800.png)
<\/picture>Conclusion<\/h2>\n