Success management is a holistic approach aimed at empowering both customers and partners to achieve their desired outcomes through the use of the company's software or services. More than traditional customer support, it focuses on proactive steps that help users maximize the value they derive from the product or service. For customers, success management includes a variety of services, including personalized onboarding, tailored training programs, goal setting and tracking, regular check-ins, and proactive problem resolution.

This customer-centric approach makes sure that users not only understand how to use the software but also how to leverage its full potential to achieve their business objectives. By creating a sense of partnership and actively guiding customers towards success, companies can increase customer happiness, reduce churn and drive long-term loyalty.

In the realm of B2B partnerships, success management extends to partners as well. This involves providing partners with the necessary resources, training, and support to effectively sell, implement and support the company's offerings. By nurturing partner success, companies can build a strong network of advocates who are invested in the company's growth and contribute to its overall success.