Customer Success Managed Services

Scale your Customer Success program to maximize revenue through increased customer value.

Get a quick overview of all the advantages of our Customer Success management offerings in this fact sheet.

Customer Success Management (CSM) is critical to accelerating growth in the Anything-as-a-service industry. It can also increase renewal rates, generate cross-sell and upsell revenue, and optimize net revenue retention.

But scaling a Customer Success program can get costly. As the business grows, companies often end up focusing on top-tier customers, with the rest receiving low-touch automated communications. This can lead to high levels of churn in the under-served segments, as well as missed opportunities to cross-sell and upsell to these potentially high-value customers.

“Invest in the delivery of customer success via partners. This serves to increase revenue while also improving operational efficiencies.”
TSIA State of Customer Success Report 2023

What if…

…you could easily extend your Customer Success program to currently under-served customers?
…you could do it affordably, by working with a trusted, experienced and industry-proven partner?
…that partner could level up your Customer Success program to achieve new heights of success?

With Customer Success Managed Services from Tek Experts, it’s possible.


Customer Lifecycle

We can manage the end to end customer lifecycle or augment an already scaled internal CS operation with an “a la carte” offering.

Connecting with your customers from day 1


Onboarding includes:

  • Technical and non-technical implementations
  • Solution onboarding project launch
  • Platform provisioning, configuration, and activation
  • Data import, mapping, and integration
  • Initial system and workflow training
  • Standard reporting configuration


Adoption includes:

  • Licenses utilization/consumption management
  • Change management for operational workflows
  • Accelerate time to value (value realization)
  • Post-onboarding value assessment 
  • Data driven triggers that drive adoption activities
  • Ongoing solution education and training
  • Upgrade management


Risk Assessment/Success Management includes: 

  • Proactive customer engagement across multiple customer personas/roles
  • Business/value reviews
  • Customer health assessment, risk analysis and tracking
  • Customer Success plan management

Maximizing usage across related product offerings


Renewals & Expansion includes:
  • Renewal readiness
  • Renewal execution
  • New opportunity identification
  • Up-sell and cross-sell
  • Churn save/customer retention
  • Churn reason capture and analysis


Platform Migration includes:

  • Gap assessment
  • Strategy design
  • Strategy implementation 
  • Strategy on how to scale the Customer Success engagement and account coverage

Speak to a Customer Success expert today

Tek Experts’ Unique Capabilities Give
You a Competitive Advantage

Distinctive Customer Success Management in all the ways that matter:

Boost financial performance

Dramatically improve performance against metrics like GRR, NRR and cost to serve

Maximize customer value

Enhance customer lifetime value by increasing satisfaction

Improve customer experience

Minimize churn and maximize loyalty by being there for every customer at every step

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