### 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: Gainsight Customer Success
[Is there a way I can have my checked off CTAs in cockpit disappear immediately?](/discussions/52149-is-there-a-way-i-can-have-my-checked-off-ctas-in-cockpit-disappear-immediately)

I want to experience the satisfaction of checking off a CTA and moving on with my reduced workload!

Setup a Custom View in your Cockpit that only shows CTAs that are not in a "Closed" status.

Answered: Travis Morgan on June 2, 2022

I have invested with some scam brokers in the past, and the story is as horrific as the ones i have read because i went through the ordeal myself. I lost almost $140,000, to this unfortunate brokers, there a friend referred me to a recovery firm that got me 90% of my money back, plus my accrued bonuses. Please stay clear of these scammers and if you have lost money you can still get your money back if you really want to, you can reach out to (wa666913@gmail.com) Telegram @william via email I will definitely &nbsp;help you in getting back your lost funds to any broker..... as mine was recovered too

Answered: William Alexander on July 11, 2021

I have invested with some scam brokers in the past, and the story is as horrific as the ones i have read because i went through the ordeal myself. I lost almost $1406,000, to this unfortunate brokers, there a friend referred me to a recovery firm that got me 90% of my money back, plus my accrued bonuses. Please stay clear of these scammers and if you have lost money you can still get your money back if you really want to, you can reach out to (borsatom320@gmail.com) Telegram @Borsatom via email I will definitely &nbsp;help you in getting back your lost funds to any broker..... as mine was recovered too

Answered: Steven Raymond on March 10, 2022

I have invested with some scam brokers in the past, and the story is as horrific as the ones i have read because i went through the ordeal myself. I lost almost $1406,000, to this unfortunate brokers, there a friend referred me to a recovery firm that got me 90% of my money back, plus my accrued bonuses. Please stay clear of these scammers and if you have lost money you can still get your money back if you really want to, you can reach out to (borsatom320@gmail.com) Telegram @Borsatom via email I will definitely &nbsp;help you in getting back your lost funds to any broker..... as mine was recovered too

Answered: Steven Raymond on March 10, 2022

[See more answers (3)](javascript:void(0);)

[Your answer](/discussions/52149-is-there-a-way-i-can-have-my-checked-off-ctas-in-cockpit-disappear-immediately/comments/new?remote=true)

0

Question on: Totango
[why does totango doesn't have a history ?](/discussions/51779-why-does-totango-doesn-t-have-a-history)

because we need to know which or who is the last user that make changes in a task , so thats why we need a account history.

Hi Steven, we have account metrics that go back a rolling 365 days. Feel free to reach out to us at csm@totango.com and we would be happy to discuss further.

Answered: Lorena Fikes on June 3, 2021

I have invested with some scam brokers in the past, and the story is as horrific as the ones i have read because i went through the ordeal myself. I lost almost $140,000, to this unfortunate brokers, there a friend referred me to a recovery firm that got me 90% of my money back, plus my accrued bonuses. Please stay clear of these scammers and if you have lost money you can still get your money back if you really want to, you can reach out to (borsatom320@gmail.com) Telegram @Borsatom via email I will definitely &nbsp;help you in getting back your lost funds to any broker..... as mine was recovered too

Answered: William Alexander on July 1, 2021

I have invested with some scam brokers in the past, and the story is as horrific as the ones i have read because i went through the ordeal myself. I lost almost $1840,000, to this unfortunate brokers, there a friend referred me to a recovery firm that got me 90% of my money back, plus my accrued bonuses. Please stay clear of these scammers and if you have lost money you can still get your money back if you really want to, you can reach out to (stevenraym6383@gmail.com) Telegram @steven via email I will definitely &nbsp;help you in getting back your lost funds to any broker..... as mine was recovered too

Answered: Steven Raymond on March 10, 2022

I have invested with some scam brokers in the past, and the story is as horrific as the ones i have read because i went through the ordeal myself. I lost almost $1840,000, to this unfortunate brokers, there a friend referred me to a recovery firm that got me 90% of my money back, plus my accrued bonuses. Please stay clear of these scammers and if you have lost money you can still get your money back if you really want to, you can reach out to (stevenraym6383@gmail.com) Telegram @steven via email I will definitely &nbsp;help you in getting back your lost funds to any broker..... as mine was recovered too

Answered: Steven Raymond on March 10, 2022

[See more answers (3)](javascript:void(0);)

[Your answer](/discussions/51779-why-does-totango-doesn-t-have-a-history/comments/new?remote=true)

0

Question on: Desk360
[Is Desk360 can be integrated into other tools like JIRA?](/discussions/51075-is-desk360-can-be-integrated-into-other-tools-like-jira)

Lots of people use more than one platform to keep track of their workflow. JIRA is the most used one among all other platforms. Because some customers issues cannot be solved at that moment and needs to go to technical team. So, it would be really great if tickets can be linked to certain JIRA issues. It helps to track all customer demands very easily.

Tickets can be tracked with JIRA issues attached. You only need to login to your JIRA account once to do the JIRA-Desk360 integration. After that, you can create JIRA issues through Desk360 dashboard without signing into your account over and over again. 

Answered: Nil Tuna on May 3, 2021

I have invested with some scam brokers in the past, and the story is as horrific as the ones i have read because i went through the ordeal myself. I lost almost $140,000, to this unfortunate brokers, there a friend referred me to a recovery firm that got me 90% of my money back, plus my accrued bonuses. Please stay clear of these scammers and if you have lost money you can still get your money back if you really want to, you can reach out to (borsatom320@gmail.com) Telegram @Borsatom via email I will definitely &nbsp;help you in getting back your lost funds to any broker..... as mine was recovered too

Answered: Marco Borsato on July 11, 2021

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

[Your answer](/discussions/51075-is-desk360-can-be-integrated-into-other-tools-like-jira/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