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Optimizing Customer Success: An Analytics Tool for CustomerSuccess Management
Linköping University, Department of Computer and Information Science.
2025 (English)Independent thesis Basic level (degree of Bachelor), 10,5 credits / 16 HE creditsStudent thesis
Abstract [en]

In subscription-based software models such as SaaS, retaining customers over time requires continuous attention to how they engage with the product. Unlike traditional one-time purchases, SaaS customers can cancel their subscriptions at any time, which puts pressure on companies to demonstrate value on an ongoing basis. To meet this challenge, many organizations have adopted Customer Success Management (CSM) - a discipline focused on helping customers achieve outcomes through proactive engagement.

In practice, CSM teams are responsible for monitoring customer engagement, identifying signs of risk, and planning outreach strategies to support long-term satisfaction and retention. However, these decisions are often made with limited support from analytics tools. Many teams rely on fragmented data or intuition, making it difficult to consistently prioritize customers, evaluate feature adoption, or detect early signs of disengagement.

This study presents an analytics tool designed to support operational decision-making in Customer Success. The tool introduces four usage-based analytics that highlight customer engagement trends over time, across features, and at scale: a Usage Graph, Feature-Level Usage, Score-Based Analytic, and a Dashboard overview.

The results show that the tool helped the participating CS manager reassess several customers, uncover signs of disengagement that had previously gone unnoticed, and revise their outreach strategy accordingly. The tool also provided a clearer overview of customer engagement and improved confidence in prioritizing customers.

Place, publisher, year, edition, pages
2025. , p. 22
Keywords [en]
CSM, CS, Customer Success, Customer Success Management, Analytics, Analytics tool, SaaS, Software as a service
National Category
Computer Sciences
Identifiers
URN: urn:nbn:se:liu:diva-214706ISRN: LIU-IDA/LITH-EX-G--25/009--SEOAI: oai:DiVA.org:liu-214706DiVA, id: diva2:1968788
External cooperation
Agricam - Företag
Subject / course
Computer science
Presentation
2025-06-10, R26, Linköpings universitet - Campus Valla, Hans Meijers väg 12, Linköping, 12:21 (English)
Supervisors
Examiners
Available from: 2025-06-16 Created: 2025-06-13 Last updated: 2025-06-16Bibliographically approved

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fulltext(466 kB)96 downloads
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7094c523c2dffb6b66f5a5b4871719e0a1446f4f650b31021b11e767e9ce31fbed8db63f8223b98bde22a6279500220de733a952e9ef46c18a15f8d288eb7d13
Type fulltextMimetype application/pdf

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CiteExportLink to record
Permanent link

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Cite
Citation style
  • apa
  • ieee
  • modern-language-association-8th-edition
  • vancouver
  • Other style
More styles
Language
  • de-DE
  • en-GB
  • en-US
  • fi-FI
  • nn-NO
  • nn-NB
  • sv-SE
  • Other locale
More languages
Output format
  • html
  • text
  • asciidoc
  • rtf