### 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.  [ ![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: Desk360 [Does Desk360 offer multi-user capability like teams?](/discussions/50821-does-desk360-offer-multi-user-capability-like-teams) Desk360 offers multi-user capability and lets users to create different groups/teams for specific assignments. For example, when you can create a WhatsApp group and add your customer representatives inside this group, they will only answer to the messages coming from WhatsApp channel. You can get detailed info on groups and assignment on docs.desk360.com You can find more on Desk360.com Answered: Nil Tuna on April 27, 2021 [Your answer](/discussions/50821-does-desk360-offer-multi-user-capability-like-teams/comments/new?remote=true) 0 Question on: Accelo [Power BI Integration and Using the Power BI Client](/discussions/50137-power-bi-integration-and-using-the-power-bi-client) Is there anything on the roadmap that will allow us to use the Power BI integration in the Client version of Power BI instead of just in the web version? Hi Shawn, thank you for your question. Yes, you're able to connect your Accelo data directly to the Power BI Desktop application/client. You can find more information here in our help guide ( https://www.accelo.com/resources/help/guides/integrations-guide/power-bi/#desktop ). Thanks, Matty Answered: Matty Sayer on April 5, 2021 [Your answer](/discussions/50137-power-bi-integration-and-using-the-power-bi-client/comments/new?remote=true) 0 Question on: Accelo [How do I create quotes that have both an upfront cost and a recurring fee accurately?](/discussions/50112-how-do-i-create-quotes-that-have-both-an-upfront-cost-and-a-recurring-fee-accurately) Our business has one-off sales, which is easy to quote and show the sale's value to the client. However, when we extend this out to include monthly recurring fees (for service or licenses), we have struggled to reflect the total sale's value accurately to the client. For instance, we sell a hardware device with three years of monthly security services. The device is billed upfront, and the monthly security services are billed on the first of each month. Hi Jacob, thank you for your question. I've forwarded this to our Accelo Support team to respond via email. You should be hearing from someone shortly. Thanks, Matty Answered: Matty Sayer on April 2, 2021 [Your answer](/discussions/50112-how-do-i-create-quotes-that-have-both-an-upfront-cost-and-a-recurring-fee-accurately/comments/new?remote=true) - [‹ Prev‹ Prev](/categories/customer-success/resources?discussions_page=7) - [1](/categories/customer-success/resources) - [2](/categories/customer-success/resources?discussions_page=2) - … - [4](/categories/customer-success/resources?discussions_page=4) - [5](/categories/customer-success/resources?discussions_page=5) - [6](/categories/customer-success/resources?discussions_page=6) - [7](/categories/customer-success/resources?discussions_page=7) - 8 - [9](/categories/customer-success/resources?discussions_page=9) - [10](/categories/customer-success/resources?discussions_page=10) - [11](/categories/customer-success/resources?discussions_page=11) - [12](/categories/customer-success/resources?discussions_page=12) - … - [37](/categories/customer-success/resources?discussions_page=37) - [38](/categories/customer-success/resources?discussions_page=38) - [Next ›Next ›](/categories/customer-success/resources?discussions_page=9) ## 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