### Contents

- [**Articles**](#resources-articles)
- [**Glossary Terms**](#resources-glossary_terms)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

# 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](#resources-articles) from our experts, [feature definitions](#resources-glossary_terms), [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data.

[ContentsExpand/Collapse Contents](#)
- [**Articles**](#resources-articles)
- [**Glossary Terms**](#resources-glossary_terms)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

## Customer Success Software Articles

[![2023 Trends in Customer Support, Automation, and Customer Loyalty](https://learn.g2.com/hubfs/2023%20Trends%20in%20Customer%20Support%2c%20Automation%2c%20and%20Customer%20Loyalty.png "2023 Trends in Customer Support, Automation, and Customer Loyalty")](https://www.g2.com/articles/customer-support-trends-2023)

[
### 2023 Trends in Customer Support, Automation, and Customer Loyalty
](https://www.g2.com/articles/customer-support-trends-2023)
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.&nbsp;

[
 ![Jeffrey Lin](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeffrey Lin")
JL

](https://learn.g2.com/author/jeffrey-lin)

by Jeffrey Lin

[![G2 Launches New Category for Proactive Customer Retention Software](https://learn.g2.com/hubfs/PCR%20software-JL.jpg "G2 Launches New Category for Proactive Customer Retention Software")](https://www.g2.com/articles/g2-launches-new-category-for-proactive-customer-retention-software)

[
### G2 Launches New Category for Proactive Customer Retention Software
](https://www.g2.com/articles/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.

[
 ![Jeffrey Lin](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeffrey Lin")
JL

](https://learn.g2.com/author/jeffrey-lin)

by Jeffrey Lin

[![How to Calculate and Reduce Churn Rate](https://sell.g2.com/hubfs/churn%20rate-2.png "How to Calculate and Reduce Churn Rate")](https://www.g2.com/articles/churn-rate)

[
### How to Calculate and Reduce Churn Rate
](https://www.g2.com/articles/churn-rate)
Persuading a customer to buy your product is one thing, but convincing them to remain loyal to your business is another.

[
 ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak")
MCN

](https://learn.g2.com/author/mary-clare-novak)

by Mary Clare Novak

## Customer Success Software Glossary Terms

[![Kano Model](https://learn.g2.com/hubfs/G2CM_GI594_Glossary_Article_Images_%5Bkano_model%5D_V1a.png "Kano Model")](https://www.g2.com/glossary/kano-model-definition)

[Kano Model](https://www.g2.com/glossary/kano-model-definition)

The Kano Model is a framework that prioritizes product development by focusing on high levels of customer satisfaction. Learn about using the Kano Model.

by Holly Landis

[![Client Base](https://learn.g2.com/hubfs/G2CM_GI412_Glossary_Article_Images-%5BClient_Base%5D_V1a.png "Client Base")](https://www.g2.com/glossary/client-base-definition)

[Client Base](https://www.g2.com/glossary/client-base-definition)

A client base is a company’s current and past customers who drive revenue and growth, helping businesses build loyalty, retention, and long-term success.

by Kelly Fiorini

[![Unified Customer Experience](https://learn.g2.com/hubfs/G2CM_GI210_Glossary_Article_Images-%5BUnified_Customer_Experience%5D_V1a.png "Unified Customer Experience")](https://www.g2.com/glossary/unified-customer-experience-definition)

[Unified Customer Experience](https://www.g2.com/glossary/unified-customer-experience-definition)

Unified customer experience means creating consistent service for customers across channels. Learn the features, basic elements, and more.

by Kelly Fiorini

[![Churn Risk](https://learn.g2.com/hubfs/G2CM_GI149_Glossary_Article_Images_%5BChurn_Risk%5D_V1a.png "Churn Risk")](https://www.g2.com/glossary/churn-risk-definition)

[Churn Risk](https://www.g2.com/glossary/churn-risk-definition)

Churn risk is how companies predict a customer's likelihood of churning. Learn what churn risk is and how to prevent it.

by Martha Kendall Custard

## Customer Success Software Discussions

0

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?](/discussions/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. 

Answered: Jen Williams on January 4, 2022

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.

Answered: Jamie Robson on February 1, 2022

Yes, there is a way this can be done. Work with your CSM/Onboarding specialist on how to do this. 

Answered: Star Hofer on February 23, 2021

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

Answered: Jackson Smith on December 19, 2019

Comment deleted by user.

Answered: Dave Blake on April 20, 2020

Yes - the support team will do this for you.

Answered: Jamie Robson 🚀 on June 24, 2021

[See more answers (5)](javascript:void(0);)

[Your answer](/discussions/is-there-a-way-to-mass-upload-zendesk-company-ids-so-we-don-t-have-to-manual-input-them-in-each-client-in-cs/comments/new?remote=true)

0

Question on: ChurnZero
[Does ChurnZero have a Customer Success blog?](/discussions/blog)

Blog

Yes, we do. We publish new content at least once a week. Please find our blog here- https://churnzero.net/blog/

Answered: Cori Webb on October 17, 2019

Yes

Answered: Lolly Taylor on January 26, 2021

[See more answers (1)](javascript:void(0);)

[Your answer](/discussions/blog/comments/new?remote=true)

0

Question on: ChurnZero
[Can I schedule a demo of ChurnZero?](/discussions/demo-request)

Demo Request

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/

Answered: Cori Webb on October 17, 2019

[Your answer](/discussions/demo-request/comments/new?remote=true)

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## Customer Success Software Reports

Mid-Market Grid® Report for Customer Success

Summer 2026

G2 Report: Grid® Report

Grid® Report for Customer Success

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Customer Success

Summer 2026

G2 Report: Grid® Report

Momentum Grid® Report for Customer Success

Summer 2026

G2 Report: Momentum Grid® Report

Small-Business Grid® Report for Customer Success

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Customer Success

Spring 2026

G2 Report: Grid® Report

Small-Business Grid® Report for Customer Success

Spring 2026

G2 Report: Grid® Report

Mid-Market Grid® Report for Customer Success

Spring 2026

G2 Report: Grid® Report

Grid® Report for Customer Success

Spring 2026

G2 Report: Grid® Report

Momentum Grid® Report for Customer Success

Spring 2026

G2 Report: Momentum Grid® Report