### 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: HubSpot Service Hub
[Which provider is best for integration with SMS or texting services?](/discussions/33217-which-provider-is-best-for-integration-with-sms-or-texting-services)

?

Aloware seems to be a great provider for this kind of services 

Answered: Hermann Santamaria on February 25, 2021

[Your answer](/discussions/33217-which-provider-is-best-for-integration-with-sms-or-texting-services/comments/new?remote=true)

0

Question on: Totango
[Can you please move the Information tab on top with the rest of them?](/discussions/27394-can-you-please-move-the-information-tab-on-top-with-the-rest-of-them)

Can you please move the Information tab on top with the rest of them? I use it a lot when searching for/ adding attributes and it is always an extra step to have to scroll down through a lot of info, just place it on top where the overview/ plan/ usage/ assets are

Hi Jon, Thanks so much for taking the time to give us your feedback. I encourage you to post this on our Product Wishlist. You can access that by going here: https://support.totango.com/hc/en-us/community/topics/360001294011-Product-Wishlist Our product team reviews the feedback here often as this helps us ensure we are prioritizing product features that our customers are asking for. Thanks again for your feedback and have a great day. 

Answered: Katie Yagodnik on August 3, 2020

[Your answer](/discussions/27394-can-you-please-move-the-information-tab-on-top-with-the-rest-of-them/comments/new?remote=true)

0

Question on: Totango
[How might I get some one one one advanced training? Is that something I have to pay additional for?](/discussions/27344-how-might-i-get-some-one-one-one-advanced-training-is-that-something-i-have-to-pay-additional-for)

?

Hi Deb, I made your CSM at Totango aware of your request. She will reach out shortly. BTW, sorry for the late response. This forum does not create notifications, I just found your question today. Guy

Answered: Guy Nirpaz on December 17, 2020

[Your answer](/discussions/27344-how-might-i-get-some-one-one-one-advanced-training-is-that-something-i-have-to-pay-additional-for/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