### Contents

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

# Proactive Customer Retention Software Resources

##### Articles, Discussions, and Reports to expand your knowledge on Proactive Customer Retention 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, [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data.

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

## Proactive Customer Retention 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

## Proactive Customer Retention Software Discussions

0

Question on: Qualtrics Customer Experience
[Is qualtrics a CRM?](/discussions/is-qualtrics-a-crm)

Is qualtrics a CRM?

Not exactly. Though it can be integrated with a lot of CRMs but Qualtrics is a survey tool and helps to collect data and provide feedback. Not a CRM system. 

Answered: Rishaang Kumar on October 29, 2022

[Your answer](/discussions/is-qualtrics-a-crm/comments/new?remote=true)

0

Question on: Freshdesk Customer Success
[Is customer success same as customer support?](/discussions/is-customer-success-same-as-customer-support)

Is customer success same as customer support?

No, customer success and customer support are not the same things in the context of Freshdesk or any other customer service software. Customer support typically refers to the process of resolving customer issues or inquiries through various channels such as email, phone, chat, social media, etc. The primary goal of customer support is to assist customers with their queries and concerns in a timely and effective manner. On the other hand, customer success is a broader term that encompasses the entire customer journey, from the initial onboarding to ongoing engagement and retention. The primary goal of customer success is to ensure that customers achieve their desired outcomes and achieve long-term success with the product or service. In the context of Freshdesk, the software includes features that support both customer support and customer success. For example, Freshdesk includes a ticketing system to manage customer support inquiries and also offers customer success tools such as customer segmentation, engagement analytics, and customer satisfaction surveys.

Answered: Cee Lynch on March 2, 2023

[Your answer](/discussions/is-customer-success-same-as-customer-support/comments/new?remote=true)

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## Proactive Customer Retention Software Reports

Small-Business Grid® Report for Proactive Customer Retention

Summer 2026

G2 Report: Grid® Report

Mid-Market Grid® Report for Proactive Customer Retention

Summer 2026

G2 Report: Grid® Report

Grid® Report for Proactive Customer Retention

Summer 2026

G2 Report: Grid® Report

Momentum Grid® Report for Proactive Customer Retention

Summer 2026

G2 Report: Momentum Grid® Report

Grid® Report for Proactive Customer Retention

Spring 2026

G2 Report: Grid® Report

Mid-Market Grid® Report for Proactive Customer Retention

Spring 2026

G2 Report: Grid® Report

Momentum Grid® Report for Proactive Customer Retention

Spring 2026

G2 Report: Momentum Grid® Report

Grid® Report for Proactive Customer Retention

Winter 2026

G2 Report: Grid® Report

Momentum Grid® Report for Proactive Customer Retention

Winter 2026

G2 Report: Momentum Grid® Report

Mid-Market Grid® Report for Proactive Customer Retention

Winter 2026

G2 Report: Grid® Report