Customer Success Software Resources
Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Customer Success Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, and reports from industry data.
Customer Success Software Articles
2023 Trends in Customer Support, Automation, and Customer Loyalty
This post is part of G2's 2023 digital trends series. Read more about G2’s perspective on digital transformation trends in an introduction from Emily Malis Greathouse, director, market research, and additional coverage on trends identified by G2’s analysts.
by Jeffrey Lin
G2 Launches New Category for Proactive Customer Retention Software
Customer retention is critically important to the longevity of any business that relies on maintaining a subscription-based, SaaS, PaaS, etc., business model. Practical applications for artificial intelligence (AI) have developed to the point where AI can automate customer success and customer support processes. In August, G2 launched the Proactive Customer Retention category under its Customer Service category to accurately represent the growing market of AI applications in customer success and service support functions.
by Jeffrey Lin
How to Calculate and Reduce Churn Rate
Persuading a customer to buy your product is one thing, but convincing them to remain loyal to your business is another.
by Mary Clare Novak
Customer Success Software Glossary Terms
Customer Success Software Discussions
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Question on: ClientSuccess
Is there a way to mass upload Zendesk Company IDs so we don't have to manual input them in each client in CS?Yes. The ClientSuccess Support team is amazingly helpful and can upload those changes for you.
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Yes, the support team can do it for you and I think they are enabling custom imports, but unsure on when/if this be in scope.
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Yes, there is a way this can be done. Work with your CSM/Onboarding specialist on how to do this.
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I will answer my own question from the answer I received by the CS support team (Chance).
Chance said that they can mass upload the organization ID from Zendesk. This would automatically populate our Zendesk tickets into the corresponding module.
Use this helpdesk article to learn how to download org IDs from Zendesk: https://help.clientsuccess.com/hc/en-us/articles/360000470952-Zendesk-Integration-with-ClientSuccess
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Comment deleted by user.
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Yes - the support team will do this for you.
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Question on: ChurnZero
Does ChurnZero have a Customer Success blog?Yes, we do. We publish new content at least once a week. Please find our blog here- https://churnzero.net/blog/
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Answered: Lolly Taylor on January 26, 2021
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Question on: ChurnZero
Can I schedule a demo of ChurnZero?Demo Request
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Yes! Fill out your contact information here and a member of our team will be in touch shortly to schedule a personalized demo of the ChurnZero platform - https://churnzero.net/demo/
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Customer Success Software Reports
Mid-Market Grid® Report for Customer Success
Spring 2026
G2 Report: Grid® Report
Grid® Report for Customer Success
Spring 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Customer Success
Spring 2026
G2 Report: Grid® Report
Momentum Grid® Report for Customer Success
Spring 2026
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Customer Success
Spring 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Customer Success
Winter 2026
G2 Report: Grid® Report
Small-Business Grid® Report for Customer Success
Winter 2026
G2 Report: Grid® Report
Mid-Market Grid® Report for Customer Success
Winter 2026
G2 Report: Grid® Report
Grid® Report for Customer Success
Winter 2026
G2 Report: Grid® Report
Momentum Grid® Report for Customer Success
Winter 2026
G2 Report: Momentum Grid® Report







