Research & Insights

Thursday, December 18, 2025

Customer Success Management: The next evolution in customer management practice?

Hilton, Hajihashemi, Henderson, Palmatier

August 2020

This paper defines Customer Success Management (CSM) as an emerging evolution in customer-focused business practice that builds on CRM, customer experience, and engagement by proactively ensuring customers achieve value and shaping organizational design to support that success.

“Customer Success Management… forefronts the customer as the primary actor supported by the seller, rather than the seller acting upon the customer.”

It frames CSM not just as a new job title or role but as a distinct management approach that prioritizes customers’ outcomes and long-term value, prompting further research and experimentation in how firms structure strategies around customer success.

  • March 2017

    Enhancing Customer Engagement Through Consciousness

    Grewal, Roggeveen, Sisodia, Nordfält

    February 2020

    An Academic Perspective on Customer Success Management

    Hochstein, Rangarajan, Mehta, Kocher

    September 2003

    Conceptualising ‘Value for the Customer’: An Attributional, Structural and Dispositional Analysis

    Woodall

    August 2020

    Customer Success Management: The next evolution in customer management practice?

    Hilton, Hajihashemi, Henderson, Palmatier

    September-October 1990

    Zero Defections: Quality Comes to Services

    Frederick F. Reichheld and W. Earl Sasser, Jr.

    November 2021

    The value of getting personalization right, or wrong, is multiplying

    McKinsey & Company

  • March 2017

    Enhancing Customer Engagement Through Consciousness

    Grewal, Roggeveen, Sisodia, Nordfält

    February 2020

    An Academic Perspective on Customer Success Management

    Hochstein, Rangarajan, Mehta, Kocher

    September 2003

    Conceptualising ‘Value for the Customer’: An Attributional, Structural and Dispositional Analysis

    Woodall

    August 2020

    Customer Success Management: The next evolution in customer management practice?

    Hilton, Hajihashemi, Henderson, Palmatier

    September-October 1990

    Zero Defections: Quality Comes to Services

    Frederick F. Reichheld and W. Earl Sasser, Jr.

    November 2021

    The value of getting personalization right, or wrong, is multiplying

    McKinsey & Company

  • March 2017

    Enhancing Customer Engagement Through Consciousness

    Grewal, Roggeveen, Sisodia, Nordfält

    February 2020

    An Academic Perspective on Customer Success Management

    Hochstein, Rangarajan, Mehta, Kocher

    September 2003

    Conceptualising ‘Value for the Customer’: An Attributional, Structural and Dispositional Analysis

    Woodall

    August 2020

    Customer Success Management: The next evolution in customer management practice?

    Hilton, Hajihashemi, Henderson, Palmatier

    September-October 1990

    Zero Defections: Quality Comes to Services

    Frederick F. Reichheld and W. Earl Sasser, Jr.

    November 2021

    The value of getting personalization right, or wrong, is multiplying

    McKinsey & Company

Four silhouetted figures walk into dense fog, with a rainbow-like light effect adding a surreal and dreamlike quality to the scene.

DEMO

For teams that already detect customer risk and expect consistent, high-quality action to follow.

Book a Demo.

Structured risk playbooks

Automated escalations

Cross-team tasking

Approval-based actions

Executive touchpoints

Central risk history

Playbook versioning

Audit-ready activity log

Renewal-aware timing

Four silhouetted figures walk into dense fog, with a rainbow-like light effect adding a surreal and dreamlike quality to the scene.

DEMO

For teams that already detect customer risk and expect consistent, high-quality action to follow.

Book a Demo.

Structured risk playbooks

Automated escalations

Cross-team tasking

Approval-based actions

Executive touchpoints

Central risk history

Playbook versioning

Audit-ready activity log

Renewal-aware timing

Four silhouetted figures walk into dense fog, with a rainbow-like light effect adding a surreal and dreamlike quality to the scene.

DEMO

For teams that already detect customer risk and expect consistent, high-quality action to follow.

1 Project per month

Basic brand guidelines

Standard support

Responsive design

Single page website

Stock images included

Email support only

Monthly updates

Book a Demo.