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Customer Success at Scale: Why One Size Never Fits All

Driving customer success is never a one-size-fits all equation. Here's what you need to know about customer success at scale and how to leverage it efficiently.

Hadas Tamir
By Hadas Tamir, Customer Success Expert
Octavia Drexler
Edited by Octavia Drexler

Updated July 17, 2024.

customer success at scale

In Customer Success, one fundamental truth reigns supreme: one size never fits all.

This is especially true when it comes to customer engagement. Customer Success Managers navigate a diverse landscape of industries, products, and customer goals, all within the same SaaS platform. Understanding and addressing company diversity is paramount to driving success for both businesses and their customers. 

As companies scale, the challenge of delivering personalized customer success experiences only becomes more complex and essential.

There are a few main reasons that one size does not fit all in customer success:

The challenge of diversity

Customer Success teams face the unique challenge of catering to a multitude of industries and products, each with its own requirements and objectives. From tech startups to established enterprises, from eCommerce to healthcare, there is a wide variety of ways to build strong relationships and human connections with customers. There's (far) more than just one type of customer journey or customer interactions. What works for one customer may not necessarily work for another. 

It is important to tailor your customer success strategies to the specific needs of each customer, regardless of their size or industry.

Diverse customer goals

Moreover, customers using the same SaaS platform often have varying goals and expectations. While some may seek to streamline customer success operations and increase efficiency, others may be focused on driving revenue growth or improving customer satisfaction. 

Customer Success teams must have the agility and adaptability to understand and address many different goals effectively.

Consider a scenario where two businesses are using a CRM platform. One might aim to reduce churn by improving customer service, while another seeks to boost sales through better lead management. Customer Success Managers (CSMs) must employ different strategies and customer success metrics. This may require different training programs, support structures, and performance indicators tailored to each customer's unique needs.

customer experience tasks


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The challenges of personalization 

In Customer Success, personalization is a lofty goal. Yet, it poses significant challenges, especially when managing a large customer base with limited resources. 

True personalization is not just about addressing customers by their names or knowing their purchase history; it requires a deep understanding of each customer’s unique business context and bespoke solutions that drive their success. 

Here is a closer look at why personalization is difficult and how to approach it:

1. Industry-specific solutions 

Creating industry-specific solutions is a cornerstone of personalization, but it’s also incredibly resource-intensive. 

Each industry has its own requirements and compliance standards. For example, healthcare providers might need extensive compliance features to meet regulations such as HIPAA, while a tech startup might prioritize features that support rapid scaling and agility. 

Developing tailored solutions for each industry demands a thorough understanding of its specific pain points and regulatory landscapes, which can be challenging to achieve with limited resources.

Research indicates that 73% of customers expect businesses to understand their needs and expectations based on their previous interactions. This underscores the necessity of industry-specific solutions to meet customer demands effectively.

2. Role-based customization 

Different roles within a company interact with a SaaS platform in varied ways. Marketing teams, for instance, might focus on analytics and campaign management tools, while sales teams prioritize CRM features and lead tracking. 

Tailoring the user experience to different roles within each customer organization requires creating multiple user personas and developing custom interfaces or workflows. 

This level of customization is difficult to sustain at scale without a significant investment in both time and technology.

According to research run by McKinsey, 71% of customers expect personalized experiences tailored to their specific needs and preferences (and 76% get frustrated when this doesn’t happen.) Role-based customization helps fulfill this expectation, enhancing customer satisfaction and loyalty.

customer personalization


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3. Lifecycle stage adaptations 

Customers are at different stages in their journey with a SaaS platform – from your customer onboarding process to growth to renewal. 

Each stage demands a unique engagement strategy and set of success metrics. New customers might need extensive training and onboarding resources, whereas long-term users may benefit from advanced feature usage tips and renewal incentives. 

Recognizing and adapting to these lifecycle stages requires robust data tracking and agile response mechanisms, which can be hard to maintain across a large customer base.

4. Cultural and regional considerations 

Understanding and catering to the cultural and regional nuances of a global customer base adds another layer of complexity. 

Language barriers, regional compliance requirements, and cultural differences in business practices can significantly affect how customers use the platform and engage with the Customer Success team. 

Providing support in local languages and adapting communication styles to suit different cultural norms is essential. However, localized support requires a diverse and well-trained team, which may not always be feasible.

Statistic: A survey revealed that 74% of customers are more likely to repurchase from a company if the post-sales support is offered in their native language. This underscores the importance of cultural and regional considerations in fostering customer satisfaction and loyalty.

Fostering partnerships

Businesses must make customers feel like heard and valued partners in their journey to success. Businesses can foster a sense of partnership and collaboration with their customers by actively listening to their needs, understanding their goals, and providing tailored support. The partnership not only strengthens customer relationships but also increases loyalty and customer retention rates.

With true partnership also comes mutual growth. As customers grow and evolve, so too does their reliance on the SaaS platform they use. If customers can attribute their growth to the platform, the SaaS business is poised to grow alongside them. 

The symbiotic relationship between SaaS platforms and their customers underscores the importance of delivering value and demonstrating ROI consistently.

The importance of feedback loops

With companies' limited interaction with their scaled Customer Success teams, feedback loops become even more critical. 

Traditional metrics like Net Promoter Score (NPS) and Customer Satisfaction Scores (CSAT) are valuable, but they only provide answers to the questions you ask – not a comprehensive view of the customer experience. These metrics can miss key insights into customer sentiments, perceived ROI, and other critical areas customers might want to communicate but aren’t prompted to.

Research shows that 91% of unhappy customers who are non-complainers simply leave. Silent customers, the ones who don’t vocalize their dissatisfaction, are the most dangerous because their departure can come without warning.

To truly thrive, companies need to understand the full spectrum of their customers' experiences and feelings. In addition to asking the right questions, SaaS companies also need to create avenues for customers to freely express their thoughts and concerns.

customer feedback loop


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The solution: personalized engagement with Mayple

But how can all this be done at scale? How can you ensure every customer has the option of one-on-one engagement and a true opportunity to maximize the value they get from the tool?

Imagine having a platform that understands the significance of personalized customer engagement in driving your success. Mayple connects you with seasoned industry professionals who provide customized guidance and support tailored to your specific requirements. This personalized approach ensures you receive the attention and assistance needed to excel within the platform ecosystem.

Mayple empowers your business by providing proactive insights that clearly demonstrate the value and ROI you receive. Leveraging advanced data analytics and deep industry expertise, Mayple helps you identify areas for improvement and effectively showcase the tangible benefits of your services. This approach not only strengthens your customer relationships but also fosters trust and loyalty.

Mayple’s Experts enable you to capture customer feedback at scale and pinpoint emerging trends that require attention. They delve beyond surface-level metrics like NPS and CSAT scores to offer a comprehensive view of customer sentiment. By gathering and analyzing qualitative feedback, Mayple ensures that silent dissatisfaction does not go unnoticed, allowing you to address customer issues proactively and maintain robust customer relationships.

Central to Mayple's methodology is a profound understanding of your unique business objectives. By thoroughly exploring what drew you to their platform initially, Mayple tailors every interaction to support and enhance your success.

This customer-centric approach not only reduces churn rates but also uncovers new opportunities within your existing customer base, driving mutual growth and satisfaction.

Continuous improvement at scale

The journey towards successful customer success initiatives at scale demands a strategic approach to continuous improvement. 

Understanding your customers’ diverse needs, particularly those who have limited opportunities for engagement, is essential for this endeavor. 

To navigate the complexities of scaling improvement efforts, you need to be agile and precise in your approach. You need to: 

  • Create solid customer segments
  • Take a data-driven approach
  • And foster a culture of engagement

Building continuous engagement and feedback mechanisms helps you make sure your improvement initiatives are aligned with the ever-evolving customer expectations. Essentially, this enhances customer satisfaction and loyalty and helps you stay competitive in a dynamic marketplace. 

When you treat your customers like the valued partners they are, you can drive success and foster mutually beneficial long-term relationships throughout the entire customer lifetime. And that is where sustainable growth happens.