Do you need a new customer success solution?

A needs assessment will provide you the opportunity to be thoughtful about what the motivations are and what the necessary changes will need to be in order to move forward with a successful procurement and implementation of a more robust customer success solution.

With the level of investment that your organization is going to make on this procurement, it is critical to take all steps necessary to ensure that you spend your scarce resources wisely. 

We've created an interactive assessment for you to download, that will undoubtedly help you decide the following...

Why should you use our needs assessment for a CSM system?  

Well, it’s simple… we know Custmer Success Tools. We’ve helped companies implement them, maintain them and optimize the setup. We took this knowledge to develop this checklist to help you see whether now is the right time to consider a new system.

What will this Checklist help you achieve?

1) How to research the ways a CSM system will integrate with your business’ existing CRM system.  

2) Understanding how to not only use the system but MAXIMIZE it’s use. 

3) Considering what happens to the CSM system when your team scales up.  

4) Implementing procedures so that team members can readily access, input data and save. 

5) Getting the executive sponsor/ executives to realise the need for this research, understanding and spending.


If you want to maximize your investment in your current or future customer success system, this free assessment is definitely for you!

How to get your hands on this customer success technology assessment?!

Simply click the button below and fill in your details. Your CSM system assessment checklist will automatically be sent to your inbox. 

Remember, a robust customer success system can help your team scale, reduce churn and become more proactive. It is a significant investment of both your time, resources and budget. Taking this assessment will help you make a thoughtful decision.

Assess your customer success technology needs!

with the help of the Customer Success System Assessment

Get your Customer Success System Assessment Checklist …and discover how you ready you are!  


Look at what our clients say about us...


“CSM Practice helped us derive more value by helping us align our cross-functional initiatives around customer success marketing campaigns and advocacy activities.” 

Deborah Doneen – VP Strategic Business Tools, Blackline 



“As a result of working with CSM Practice, we now have a solid foundation for our customer for life program that we can utilize to continue building out new assets and processes. Our customer success team is now significantly more proactive with our customers.”

Kathleen Lord – VP Sales & Customer Success, Intaact

Are you getting the most from your customer success system? Is it time to buy a new one?

Click the button, fill in your details and a copy of our Checklist will be winging it's way to your inbox!

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