Median Video and Audio is now live! Add full video and audio to your support experience with no invite, download, or install. Learn more

Customer Success Tools - How to get started

Customer Success Tools - How to get started

In today's highly competitive business landscape, customer success has become the key to driving growth and retaining customers. As a software company, it is crucial to leverage the right customer success tools to effectively understand and meet the needs of your customers. In this blog post, we will explore the core customer success tools and provide you with a roadmap to get started.

Gathering Customer Feedback: Surveys and Feedback Tools

Understanding customer needs and preferences is the first step towards delivering exceptional customer success. One of the most effective ways to gather customer feedback is through surveys. According to a recent study, 86% of customers are willing to provide feedback if asked.

Using survey tools like SurveyMonkey or Typeform, you can create customer feedback surveys and gather insights on areas that need improvement. These tools provide robust reporting features, allowing you to analyze and act on customer feedback effectively.

Customer Analytics: Track and Measure Success

Customer analytics tools are essential for tracking and measuring customer success. These tools provide valuable insights into customer behavior, engagement, and preferences. By analyzing key metrics like customer churn rate, customer lifetime value (CLTV), and Net Promoter Score (NPS), you can identify areas for improvement and take targeted actions.

Popular customer analytics tools like Google Analytics and Mixpanel offer comprehensive tracking and reporting features. They enable you to track customer interactions, monitor conversion rates, and gain deeper insights into customer journeys.

Customer Relationship Management (CRM) Software

A robust CRM software is crucial for managing customer relationships effectively. CRM tools help you centralize customer data, track interactions, and streamline communication. With this data at your fingertips, you can provide personalized support, anticipate customer needs, and build stronger relationships.

There are various CRM tools available in the market, including Salesforce, HubSpot, and Zoho CRM. These tools offer comprehensive functionality, such as lead management, contact segmentation, and task automation, to enhance customer success.

Collaboration and Communication Tools

Collaboration and communication are essential for ensuring customer success. With the right tools, your team can collaborate effectively, streamline workflows, and deliver exceptional support. Tools like Slack, Microsoft Teams, and Basecamp enable seamless communication, file sharing, and task management.

These collaboration tools not only improve internal team communication but also enable you to provide prompt and efficient support to your customers. By integrating these tools with your CRM software, you can ensure smooth coordination and centralized information.

Knowledge Base and Help Center Platforms

To empower your customers to solve their own problems, you need a robust knowledge base and help center platform. These tools allow you to create and organize self-help resources, FAQs, and tutorials. By offering comprehensive self-service options, you can reduce support tickets and enhance customer satisfaction.

Platforms like Zendesk Guide and Help Scout enable you to create a user-friendly knowledge base, categorize articles, and provide intelligent search functionality. These tools also offer analytics to measure the effectiveness of your self-service resources.


Investing in the right customer success tools is crucial for growing your software company. By leveraging tools for gathering customer feedback, customer analytics, CRM, collaboration and communication, and knowledge base platforms, you can effectively understand and meet the needs of your customers. Remember, customer success is a continual process, and staying updated with the latest tools and technologies is key to delivering exceptional results.

Totally Free

Median allows you to see what your customer see in real time. No invite, download, or install required.
Create Account

Customer Success

Hey, Spencer here 👋🏼
I hope you found this article helpful! If you have more questions or wanna chat with someone on our team feel free to snag a time here. Cheers!