Customer Education Software

Customer education software, also known as customer training software, is designed to deliver educational content to customers and other external audiences. Customer education platforms are used to improve the overall customer experience by providing information around product onboarding, product training, technical support, etc., resulting in reduced customer support asks. Sales and customer success teams use these platforms to improve product adoption, customer satisfaction (i.e., NPS scores), customer retention and loyalty, as well as revenue expansion.

Unlike learning management systems (LMS) and corporate learning management systems, customer education platforms are focused on providing educational content and training to external clients, and often integrate with other customer-focused software such as CRM software, marketing automation software, customer success software, and help desk software.

To qualify for inclusion in the Customer Education category, a product must:

• Allow users to create and manage interactive training experiences for customers or external partners
• Provide users with analytics and reporting dashboards to measure the impacts on customer adoption and retention, as well as the ability to track learner progress
• Enable users to white-label, or customize, their customer education portal
• Integrate with other customer-facing tools, like CRM software, customer success software, or marketing automation software