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BetaCSresults is available to use today and still evolving. Expect regular improvements, and tell us what would make it work better for your team.

Customer success · Product

CSresults

Fewer churned customers, lighter CSM workloads, more expansion.

Usage numbers rarely predict a renewal. Results do. CSresults runs customer success around the outcomes each customer bought, with one shared plan from the closed deal to the next expansion, so you see who is falling behind early, your CSMs work from one place, and Sales hears about the accounts that are ready to grow.

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The CSresults dashboard for a demo company: 15 customers, 4 needing attention, 5 outcomes due in the next 14 days, 7 resource needs and 2 ready to expand, with each CSM's book of business and today's tasks.
Dashboard. What needs you across the book: customers stuck or overdue, outcomes due, open requests, accounts ready to expand, and each CSM's book side by side.

What it changes

Built around the three numbers CS leaders answer for.

01

Reduce churn

See which customers are falling behind on the results they bought while there is still time to help, not when the renewal is already lost.

See how
02

Streamline CSM work

Plans that build themselves, a day planned around outcomes, and reviews that write themselves, so CSMs spend their time with customers.

See how
03

Grow expansion

Know which accounts have earned the expansion conversation, and hand Sales warm opportunities with the proof behind them.

See how

01 · Reduce churn

Catch the customer falling behind, months before the renewal.

Customers rarely leave all at once. They miss an outcome, then another, and by the time a usage dashboard notices, the renewal is already in doubt. CSresults measures every customer against the results they bought, so the warning comes while there is still time to act.

The CSresults customer list: each customer's health, products, results achieved, next outcome, CSM and renewal date. Bluepeak Health needs attention with 1 outcome stuck at 14% achieved; Brightline Media has 1 outcome overdue; Harbor & Vale Insurance has 1 outcome missed.
Customers. Health comes from results: Bluepeak Health is 14% of the way to its results with an outcome stuck, and Harbor & Vale Insurance has missed one with its renewal 40 days out.

  • Health from results, not logins

    Every customer shows how far along they are toward the outcomes they bought, and flags the one that is stuck, overdue or missed.

  • Slips stay honest

    A rescheduled outcome keeps its original date beside the new one, so a customer quietly drifting off plan is visible.

  • Warning signs become tasks

    Playbooks turn an outcome going off track, a late customer resource, an upcoming renewal or a customer gone quiet into a task for the right CSM.

  • Renewals at risk, in dollars

    Reports show every renewal in the next 120 days with its health, results achieved and ARR, so leaders know where to step in.

CSresults reports: a 12-week trend of results achieved and customers needing attention, and renewals in the next 120 days: 4 renewals worth $345,000, of which 2 need attention, worth $197,000.
Reports. Renewals in the next 120 days with their health. In the demo, two of four renewals need attention: $197,000 of $345,000.
A customer's results timeline in CSresults: a Gantt chart of implementation and first-year stages for one product, with outcomes marked achieved, on track, at risk or overdue, and the original date kept beside a moved one.
Results timeline. Every stage and expected outcome per product, with the original date kept when one moves.

02 · Streamline CSM work

Less admin, better conversations.

CSMs lose hours to building plans by hand, piecing together what to say in a check-in and assembling slides for reviews. CSresults does that groundwork, so every interaction starts prepared and every customer hears the same story from your whole team.

The CSresults calendar: a month of expected outcomes, check-ins, tasks and renewals across the book, with the selected day's agenda listing each item's customer and product.
Calendar. Every outcome, check-in, task and renewal across the book, with the day's agenda beside it.

  • Plans ready on day one

    Each product carries its stages, expected outcomes and standard tasks. Assign it and the customer's plan and to-dos are already there.

  • One calendar for the whole book

    Every expected outcome, check-in, task and renewal on one calendar, with the day's agenda beside it and check-in prep for each conversation.

  • Reviews that write themselves

    A business review is built from the plan: results achieved, how many landed on time, recent wins and what is next. Print it or save it as a PDF.

  • Customers stay informed on their own

    Share a live success plan by link. Customers see progress, what is next and who to call, without another login.

A product template in CSresults: implementation stages from kickoff to adoption over the first 90 days, the expected outcomes for each, and standard tasks due on set days.
Product templates. Set up once; every new customer starts with the plan and the tasks.
A CSresults business review for an executive sponsor: 7 of 9 expected results achieved (78%), 71% on time, the results from the last 90 days with a measured win of 31% against a 20% target, and what is due in the next 90 days.
Business reviews. Built from the plan, customer-facing by design, ready to print.
A shared success plan as the customer sees it: results so far, and each stage's outcomes with their dates and status.
Shared success plan. A live link for the customer, no login needed, and switched off whenever you like.

03 · Grow expansion

Expansion that customers have already said yes to.

Pitching more to a customer who has not seen value yet is how expansion conversations go wrong. CSresults scores expansion only once a customer has the results they bought, so every account it surfaces has proof behind it, and none of the ready ones slip past unnoticed.

  1. 01

    Results first

    A customer must achieve most of the outcomes they were sold (70% by default) before expansion scoring starts.

  2. 02

    Then the signals

    Buying signals noted along the way build an expansion score. Interest noted before results is kept, but held.

  3. 03

    Ready to expand

    Once both thresholds are met, the account shows as ready, on the Expansion screen and in each CSM's book.

  4. 04

    Into the CRM

    The opportunity syncs to Salesforce or HubSpot, and a won deal is reported back to CSresults.

The CSresults expansion screen: 2 customers ready to expand, 2 building, $98,340 in open pipeline, and for each customer and product the results achieved beside an expansion score and readiness, from earning results to ready to expand.
Expansion. Results achieved beside the expansion score for every account: who is ready, who is building, and who needs results first.

The loop closes back in Sales. The deal Sales closed set the promise; CSresults delivers it, then returns the account to Sales as a warm opportunity with the results that earned it.

One plan, one team

The promise survives every handoff.

  1. Sales

    A closed-won deal in Salesforce or HubSpot starts the customer's plan automatically.

  2. Product

    Defines each product's stages and outcomes, and sees which products really deliver.

  3. Onboarding

    Works the implementation stages and a checklist of what each side owes.

  4. CSMs

    Deliver the results, with prep, playbooks, @mentions and reviews built in.

  5. CS leadership

    Every book side by side, renewals at risk and a Monday summary.

Getting started

Up and running in an afternoon.

Describe what success looks like for each product, bring in your customers from your CRM or a spreadsheet, and assign them to CSMs' books. Or load sample data and explore first.

Salesforce

A managed package: closed-won deals start plans, results sync to a CSresults record on the Account, and expansions become opportunities.

HubSpot

Connect with a HubSpot key: won deals start plans, results are written to the company, and expansions become deals.

Webhooks & REST API

Signed webhooks for customer, outcome and expansion events, and an API for your own tools.

Your customers bought results. Help them get there.

Set up your organization, add a product and your first customers, and see your book the way your customers experience it.

Get started Talk to us

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