Why do I need a Customer Success Platform? Probably the most important question in the evaluation process of any tool is ‘why do I need this?’ It’s fair to ask, and before any sort of investment is made by you and your team, you should think through and understand exactly what you’re solving for. For Customer Success, a common place to start is how do we access customer data and how do we execute on these insights? For the former, your team likely has many tools already in place. Your sales teams may use a CRM like Salesforce and HubSpot, while your support teams have ticketing software such as Zendesk and Intercom. Additionally, product usage may be hosted within platforms like Mixpanel or Segment, or maybe even within a large data warehouse such as Snowflake or BigQuery. And when it comes to your revenue data, tools like Stripe and Chargbee make it quick and easy to process and securely store payment data. But CS teams need a lot (if not all) of this data, and executing on it becomes even messier, typically involving manually updated spreadsheets for tracking updates and critical customer KPIs. If a lot of this sounds familiar, then you likely already have a need for a Customer Success Platform. With a CSP, you’ll discover how to bring all your data and operations under a single pane of glass, as well as how to empower your team to manage their book of business at scale.