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110 changes: 110 additions & 0 deletions src/handbook/sales/v2/org/customer-success/index.md
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# Customer Success

## Purpose

The Customer Success (CS) function at FlowFuse is responsible for ensuring customers successfully adopt, operate, and realize ongoing value from FlowFuse after purchase.
Customer Success owns post-sale engagement with the goal of driving durable adoption, renewal readiness, and long-term customer outcomes.

Customer Success exists to protect and grow customer value over time, ensuring that commercial commitments translate into real-world impact.

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## Scope and Responsibilities

Customer Success owns:

- Customer onboarding and initial adoption
- Ongoing engagement and relationship management
- Monitoring customer health, usage, and risk
- Renewal readiness and retention planning
- Identification of expansion *signals* and value opportunities
- Customer advocacy and reference development
- Post-sale coordination across internal teams

Customer Success is accountable for **adoption, retention, and customer health**, not for closing new commercial deals.

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## Customer Success–Owned Processes

Customer Success owns the following post-sale processes:

- Customer onboarding framework
- Adoption planning and enablement
- Health monitoring and risk management
- Renewal planning and retention strategy
- Expansion signal identification and internal handoff
- Customer advocacy and reference development

Detailed process documentation will be added as these processes are formalized.

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## Collaboration Model

Customer Success works in close partnership with other functions in the Commercial Organization:

- **Sales Department**
Owns commercial negotiation, expansion sales, and renewals.
CS provides context, health signals, and recommendations to inform commercial discussions.

- **Solution Engineering**
Supports advanced use cases, technical validation, and ongoing solution optimization.

- **Professional Services**
Collaborates on scoped delivery and enablement where additional services accelerate adoption.

- **Sales Partnerships**
Coordinates where partners are involved in post-sale delivery or customer support.

Customer Success does not negotiate contracts or pricing but plays a critical role in ensuring customers are prepared for renewal and expansion discussions.

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## Engagement Principles

Customer Success engagements are guided by the following principles:

- Focus on customer outcomes, not feature usage alone
- Proactively identify and address adoption risk
- Maintain clear ownership and accountability
- Surface expansion opportunities as signals, not pitches
- Act as a trusted advisor to the customer

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## Metrics and Accountability

Customer Success effectiveness is measured by:

- Customer health and engagement indicators
- Renewal rates and churn reduction
- Time-to-value and adoption milestones
- Customer satisfaction and advocacy
- Quality of handoff and collaboration with Sales

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## Tools and Systems

Customer Success primarily uses:

- CRM and customer health tracking systems
- Usage and adoption analytics
- Documentation and knowledge-sharing tools
- Communication and meeting platforms

Detailed tool usage is documented separately.

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## How This Page Is Used

This page defines **what Customer Success owns**.
Detailed execution guidance is documented in:

- Customer Success process documentation
- Enablement and onboarding materials
- Cross-functional playbooks

This separation keeps ownership clear while supporting tight collaboration across the Commercial Organization.
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