8 Brilliant Customer Success Tools to Dial-in Your Revenue Retention Process

Dan Martell
2 min readOct 5, 2020

The machine that creates your revenue, that turns new customers into long term LTV…

Pry apart each leaky valve, tighten each bolt and make sure you’re running a fine-tuned growth-maximizing machine.

I’ll give you the 3 tools I recommend to improve EACH of the 8 key parts

I love SaaS business models because they’re ideal for generating cumulative wealth…

Provided you have a great Customer Success system .

If you don’t, churn rates slowly creep higher and higher and the LTV of each customer drops.

I’ve identified that there are 8 key areas of a flawless Customer Success system that require a solution. In each category, there are multiple tools and tech you can use.

I have a recommended list of those tools, the ones I’ve used in business and can stand by.

If you’re not sure where to start to improve these categories, watch this video and try out my suggestions. Your churn rate will thank you for it.

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In each of these 8 categories, I’m going to recommend 3 tools. The categories are:

  1. Adoption Management
  2. Co-Browsing
  3. Calendar
  4. Surveys
  5. Metrics
  6. Helpdesk
  7. Screen Recording
  8. Status Page

You need a solution for each of these 8. If you don’t, then there are parts of your customer’s journey that will let you and your customer down.

There is no miracle cure-all for crushing churn rates . It’s all about excellent customer success systems.

But I’m not going to apologize for that.

You’re a business founder, SaaS owner or entrepreneur, right?

That means you’ve got to roll up your sleeves and fight the hard fight, figuring out how to grow and scale your business. It’s not easy, but it is worth it.

Got any other favourite tools you think other SaaS founders should know about? Add them in a comment on the video right here.

P.S. Prefer audio? Subscribe to the SaaS Growth Stacking Show directly on Apple Podcasts or Spotify and make sure to leave a rating and review if you find the show helpful.

Dan Martell has advised more startups than his hometown has people and teaches startup founders like you how to scale. (Get access to all my latest business hacks.) He previously created, raised venture funding for and successfully exited three tech companies: Spheric, Flowtown and Clarity.fm. You should follow him on twitter @danmartell for tweets that are actually awesome.

Originally published at https://www.danmartell.com on October 5, 2020.

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Dan Martell

I coach ambitious software founders | Award-winning angel investor / 5x founder with 3x exits | Speaker | Proud Father.