Customer Success Leadership Community

What tools do your CS team use?

  • 1.  What tools do your CS team use?

    Posted 12-03-2020 15:56
    Hey GGR community, 

    I am curious to know what tools everyone is using to engage with their customers? How are you communicating with your customers in-app and with what tools? Also, what tools are you using to manage customers (i.e. health scores, QBR records, etc)?

    Thanks for the time!


    Max Smith-Gee

  • 2.  RE: What tools do your CS team use?

    Posted 12-03-2020 22:05
    Hey Max, there are so many platforms on the market now. All you need to do is Google depending on your need and you'll get many options.

    I've used Intercom for live chat, product updates, knowledge base and some robo-walkthroughs and it works well.

    I would suggest looking into a dedicated Customer Success platform for most of what your CSMs will need to run a successful operation. Again, there are many of them around. Have a look at Planhat (terrible name but excellent CSM platform). Ask to chat with Chris and mention my name, he'll look after you.

    Best of luck

    Jarren Pinchuck
    Global Head of CS and Operations

  • 3.  RE: What tools do your CS team use?

    Posted 12-07-2020 11:38
    Hey Jarren, 

    Thank you for the heads up on PlanHat. I will give them a look. It's interesting that you used intercom for all of those use cases. I am curious to know if Intercom was owned by your CS team, Sales team or Product team? Or was Intercom used equally across teams?

    Max Smith-Gee

  • 4.  RE: What tools do your CS team use?

    Posted 12-04-2020 17:29
    My product is desktop installation on-premise, so we don't have an in-product communication channel. We're planning to bring in ChurnZero for health scoring, personalized outreach, retention forecasting, ...

    I'm also pretty excited as we just purchased a new community platform (inSided) that I want to use to build a new communication channel with customers, as they can opt in and out of various topics/discussions/announcements. This would be more for 1:many customer success.

    Alissa Wilczynski

  • 5.  RE: What tools do your CS team use?

    Posted 12-07-2020 11:41
    Hey Alissa, 

    Thank you for the insights and response here. Really interesting how you are using your tech stack to empower your CSMs. 


    Max Smith-Gee

  • 6.  RE: What tools do your CS team use?

    Posted 12-06-2020 14:38

    Hey Max!

    I'm in this space, here is a list of tools you could start using today (in no particular order):

    • Vitally
    • ChurnZero
    • Totango
    • PlanHat
    • ClientSuccess
    • UserIq
    • GainSight

    Let me know if you want the full list. 😅

    With that said, I'm developing a super simple but powerful software for smaller CS teams. Most of the focus will be on result-oriented in-app messaging.

    The tool is called Engageful, and the idea is the ability to send in-app experiences to the right person, at the right time. 

    Just today, I added this beautiful pop-up that makes it easy to perform CSAT surveys, and depending on the response you can configure different outcomes automatically. 

    If you'd like to try us out, just let me know! 

    Customer success made easy.
    Farouq Aldori, Founder

  • 7.  RE: What tools do your CS team use?

    Posted 12-07-2020 11:44
    Hey Farouq

    Thank you for the thorough message! I'll definitely spend time looking through the some of the tools you listed. And definitely, super interesting idea you are pursuing with Engageful. I am plenty of my CSMs are always thinking about how to best engage with their customers in the right place and when they want to be contacted, and doing all of that at scale. Good luck!


    Max Smith-Gee

  • 8.  RE: What tools do your CS team use?

    Posted 12-16-2020 14:36
    Along with the G-suite we use Gainsight which is great for tracking healthscores, tasks (CTAs), meeting notes, emails etc. The real value is ensuring you get the usage data from your platform into the tool. Of course work out what your customers version of success is verses the way they use your product as well.

    Chris Williams

  • 9.  RE: What tools do your CS team use?

    Posted 12-21-2020 14:14

    I've used Client Success and like it a lot. They are a great team and support their customers. The technology helps tracking pulses and customer health which has been very valuable to us. 

    Natalie Williams

  • 10.  RE: What tools do your CS team use?

    Posted 01-03-2021 16:51
    Hey Max, 

    Here is the list of my current Tech Stack, hope this helps.

    CS tool - ChurnZero
    Intercomm for Customer Service
    Hubspot CRM
    Slack (of course)
    Product Board for Product roadmap
    Todoist for project management


    Erika Villarreal
    Customer Success Manager

  • 11.  RE: What tools do your CS team use?

    Posted 01-04-2021 17:48
    Erika, thanks for the response and information. Definitely some great tools there. Do yo use Intercom for in-app communication and engagement with your customers?

    Max Smith-Gee

  • 12.  RE: What tools do your CS team use?

    Posted 15 days ago

    Hey Erika,

    Awesome to read - that is a Tech Stack similar to my own! Except we don't use Churn Zero or any CS Platform.

    How well does Intercom push data into Churn Zero? Is Support data easily available to you in your CS platform?

    I have concerns that Live Chat systems typically won't integrate as well but would be great to hear how it works for you!

    I am debating whether to switch from Intercom to Zendesk for that very reason - however I want to avoid changing if possible!

    Luke Cullimore

  • 13.  RE: What tools do your CS team use?

    Posted 01-04-2021 14:46

    We use:

    • Salesforce
    • Strikedeck - CS software
    • Chorus - call intelligence and coaching
    • Gsuite
    • Slack - internal communications plus some client community work we're just starting
    • Zoom - for client calls

    Other teams at our company use these product that our customers might interact with:

    • Zendesk - Support
    • Pendo - Product and Sales Enablement (customers see pop-ups, announcements, walkthrough, etc.)
    • Thought Industries (LMS) - Product Education
    • Aha - Product enhancement requests
    • Jira - Support & Product

    Kate Persons
    Dir of Sales Enablement

  • 14.  RE: What tools do your CS team use?

    Posted 01-04-2021 17:51
    Hey Kate, thanks for the insights. I'd be curious to know how you are planning on managing and organizing the slack client community. We have direct slack channels with individual customers, but are thinking through a community slack space as well. How long have you been had the client community up? Any major lessons from the launch?

    Max Smith-Gee

  • 15.  RE: What tools do your CS team use?

    Posted 01-05-2021 09:08
    The concept is similar to the Customer Success Leadership Network slack workspace, if you're familiar with that one.
    But our launch was, honestly, not a success. We need to relaunch/restart. The key learning was how important it is to have some designated moderators to get conversations started.

    Kate Persons
    Dir of Sales Enablement

  • 16.  RE: What tools do your CS team use?

    Posted 01-04-2021 15:19
    Hi Max, 

    The ever-changing and essential question!

    for internal communications: 
    • Hubspot
    • Gsuite (although some folks on the sales side like Microsoft Outlook)
    • asana - project management
    • Slack
    • Zoom
    • MS office
    Some customers prefer to utilize: 
    • Skype
    • Webex
    • MS Project

    For our B2B and B2C communications (we're a B2B2C company): 

    • Zendesk - Support
    • inline Manual - walkthroughs, in-product onboarding, etc. -- limited in some of these options because of HIPAA-compliance
    • SurveyMonkey as installed in the mobile app for end-user feedback
    • Jira
    • LaunchDarkly 
    • Flatfile

    Jung Kim
    Director of Customer Success

  • 17.  RE: What tools do your CS team use?

    Posted 01-04-2021 17:54
    Hey Jung, thanks for segmenting out your stack. Definitely looks like you guys have your bases covered. I'd be curious to know how you integrate your solutions to get a full understanding of your customers' usage data from your platform.  For example, I am guessing your inline manual, zendesk, surveymonkey, jira, etc all have some customer data stored in them, but how are you managing to develop a full 'picture' of customer? Do you manage that through an internally developed tool or simple spreadsheets? 

    Max Smith-Gee

  • 18.  RE: What tools do your CS team use?

    Posted 01-04-2021 19:21
    Hi @Max Smith-Gee - ah, the last part of the question! Forgot to mention our BI platform (metabase) that we use in tandem with excel sheets for some manual scoring as it pertains to our SMB segment. Still in the process of developing out our roadmaps and a more consistent way to monitor for ​enterprise customers, but it's been working nicely with the slack integration for triggers and monitoring customer journey milestones. Not totally sustainable long-term, but finding it a really great way to justify budget for spending funds on a CS platform. Hope this helps! If you're building out a scoring system from scratch (aka a glorified, but worthwhile excel sheet), happy to help you think through that as well. Feel free to DM me!

    Jung Kim
    VP Customer Success
    Philadelphia, PA

  • 19.  RE: What tools do your CS team use?

    Posted 01-04-2021 15:25
    Hi Max

    I've not a lot to add to the tools that were already mentioned but the tools we use are:
    • Gainsight 
    • Zendesk for support (we also use their Knowledge base platform for public knowledge base articles)
    • Intercom for 1-to-many connections and interactions
    • Mailchimp for mail interactions
    What I can add is that our CS ops team member does an amazing job connecting and integrating these tools together, so it's super easy for our CSM's to have relevant data at the fingertips (having support ticket information in Gainsight for example or updating the information directly from Slack) which really supercharges the work and makes it a lot easier.

    Ido Barnoam
    Enablement Lead, Customer success

  • 20.  RE: What tools do your CS team use?

    Posted 01-04-2021 17:58
    Ido, this is great insights here, and we are building a similar echo-system of tools here which connect together and help empower our CSMs with the most relevant data needed. Whether they are hosting a QBR or having a weekly touchbase, I want my CSMs to be able to get any data point on a customer from a singular source of truth. I'd be curious to know how permissioning works for each tool, do each of your CSMs have access to each tool you listed out? Or is there a centralized control or specialized Admin l for each tool?

    Max Smith-Gee

  • 21.  RE: What tools do your CS team use?

    Posted 01-05-2021 10:36
    Our CS/ops teams currently uses the following: 
    • Gainsight - health scores, surveys, customer communications, dashboards
    • Slack - mostly internal communication/resources, but we do have some using channels with their customers
    • Zendesk - support platform and houses our community
    • Pendo - in app messaging and data - officially managed by our product/education teams, but impacts CS
    • Google Meet/Zoom/Go To Meeting depending on our customer preference/requirements
    • Confluence Wiki - internal informational resource, defined processes, how-to's, etc
    • Dialpad
    If you open this up company wide, the list gets ridiculously long (something we're working on), but focusing on CS....this pretty much covers everything they'd be in on a regular basis. I'd say 70% or more of our CSM's time is spent in Gainsight as we've built that out as our go-to place for customer information. Slack, Zendesk and Pendo all integrate or we use S3 buckets to push data where we need it to go for easy access.

    Katie Baker

  • 22.  RE: What tools do your CS team use?

    Posted 13 days ago
    You've already got a lot of great responses, but I figured I'd add as we are attempting to use a few not listed here. Similar to Intercom, we are rolling out Chameleon for in-app communication, tours, etc. We're also connecting that with a calendar scheduling tool (Chili Piper) to allow customers to schedule time with their CSM directly from the application (and be prompted to do so). 

    A lot of our health scoring, etc. is home grown at the moment, but we're in the middle of switching to try to utilize the Salesforce platform, establishing the support community forum, etc. as well as their CS modules.

    Anna Alley
    Director of Customer Success & Advocacy