{"id":24172,"date":"2020-07-14T17:32:26","date_gmt":"2020-07-14T16:32:26","guid":{"rendered":"https:\/\/www.intercom.com\/blog\/?p=24172"},"modified":"2024-11-15T16:13:20","modified_gmt":"2024-11-15T16:13:20","slug":"top-customer-success-books","status":"publish","type":"post","link":"https:\/\/www.intercom.com\/blog\/top-customer-success-books\/","title":{"rendered":"The top books every Customer Success Manager should read"},"content":{"rendered":"<p>Customer success \u2013 every business wants to invest in it but only a few know what it actually entails or how to do it well.<\/p>\n<p>There are a lot of words that get thrown around with customer success: problems to be solved, implementation, product experts, expansion, strategic partners, technical advisors, proactive versus reactive. But what does all this <em>really<\/em> mean, and how will it help us help our customers be more successful?<\/p>\n<p>The most effective way I\u2019ve found to deepen my expertise as a customer success manager, to cut through the jargon to real, practical advice, is through reading. Reading can be a magical way \u2013 and no, I\u2019m not just talking about \u201cLord of the Rings\u201d magical \u2013 to upskill, to broaden your knowledge, and to find creative ways to kickstart or level up in your career.<\/p>\n<p>As an avid reader, I\u2019m often asked by <a href=\"https:\/\/www.intercom.com\/blog\/building-customer-success-team\/\" target=\"_blank\" rel=\"noopener noreferrer\">our Customer Success team<\/a> to recommend books that I\u2019ve found valuable. Below I share the three books that have most meaningfully impacted the way I work with customers and that I\u2019d encourage every customer success manager to check out.<\/p>\n<h2 id=\"3-must-read-customer-success-books-and-a-bonus-%f0%9f%a4%93\">3 must-read customer success books (and a bonus \ud83e\udd13)<\/h2>\n<p>I\u2019ve picked these books for their insight into what customer success can do for your organization and their best practices for understanding what your customers need (versus what they often \u201cwant\u201d) and how to manage your customer relationships at every step.<\/p>\n<blockquote class=\"pullquote-style-one tweet-quote\"><p>&#8220;You\u2019ll find wide-ranging advice that\u2019ll help you connect more personally and effectively with your customers&#8221;<\/p><\/blockquote>\n<p>No matter where you work or how your customer success team is structured, you\u2019ll find wide-ranging advice that\u2019ll help you connect more personally and effectively with your customers.<\/p>\n<h3>1. <a href=\"https:\/\/www.simonandschuster.com\/books\/The-Trusted-Advisor\/David-H-Maister\/9780743212342\" target=\"_blank\" rel=\"noopener noreferrer\"><em>The Trusted Advisor<\/em><\/a><\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-24176 aligncenter\" src=\"https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/the-trusted-advisor.jpg\" alt=\"The Trusted Advisor\" width=\"294\" height=\"450\" srcset=\"https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/the-trusted-advisor.jpg 1260w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/the-trusted-advisor-196x300.jpg 196w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/the-trusted-advisor-457x700.jpg 457w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/the-trusted-advisor-768x1175.jpg 768w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/the-trusted-advisor-1004x1536.jpg 1004w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/the-trusted-advisor-392x600.jpg 392w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/the-trusted-advisor-915x1400.jpg 915w\" sizes=\"auto, (max-width: 294px) 100vw, 294px\" \/><\/p>\n<p>As customer success managers, we are well positioned to serve as customer advocates. While we often influence new sales and expansion opportunities, we rarely do any of the hard selling ourselves. This puts us in the advantageous spot of being a trusted advisor who can build and deepen customer relationships without having them feel like we are \u201conly in it for the contract.\u201d<\/p>\n<p><em>The Trusted Advisor<\/em> examines the dynamics of building customers\u2019 trust and organizes them into a simple yet powerful equation. Trustworthiness, they argue, is the result of your credibility, reliability, and intimacy, divided by your self-orientation, or T = (C + R + I) \/ S. Your objective is to prove your knowledge, deliver on your promises, and build an emotional connection with your customers, while minimizing your own interests.<\/p>\n<p>Here\u2019s an example of how I\u2019ve applied this equation to my everyday work:<\/p>\n<ul>\n<li><strong>Credibility (your words):<\/strong> \u201c I can trust what my CSM says.\u201d<\/li>\n<li><strong>Reliability (your actions):<\/strong> \u201cI know my CSM will follow through on my ask.\u201d<\/li>\n<li><strong>Intimacy (your emotions):<\/strong> \u201cI feel comfortable asking for more help or discussing this topic with my CSM.\u201d<\/li>\n<li><strong>Self-orientation (your motives):<\/strong> \u201cMy CSM cares about my success with the product.\u201d<\/li>\n<\/ul>\n<h3>2. <a href=\"https:\/\/www.gainsight.com\/book\/\" target=\"_blank\" rel=\"noopener noreferrer\"><em>Customer Success: How Innovative Companies Are Reducing Churn and Growing Recurring Revenue<\/em><\/a><\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-24177 aligncenter\" src=\"https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/Customer-Success-Gainsight-book.jpg\" alt=\"Customer Success book by Gainsight\" width=\"298\" height=\"450\" srcset=\"https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/Customer-Success-Gainsight-book.jpg 1695w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/Customer-Success-Gainsight-book-199x300.jpg 199w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/Customer-Success-Gainsight-book-463x700.jpg 463w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/Customer-Success-Gainsight-book-768x1160.jpg 768w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/Customer-Success-Gainsight-book-1017x1536.jpg 1017w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/Customer-Success-Gainsight-book-1356x2048.jpg 1356w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/Customer-Success-Gainsight-book-397x600.jpg 397w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/Customer-Success-Gainsight-book-927x1400.jpg 927w\" sizes=\"auto, (max-width: 298px) 100vw, 298px\" \/><\/p>\n<p>In this aptly titled book, Gainsight\u2019s CEO Nick Mehta, Chief Customer Officer Dan Steinman, and Customer Success Evangelist Lincoln Murphy take the concept of \u201ccustomer success\u201d and define exactly what it is, why it matters, and where it\u2019s going. Of the many topics covered, my favorite has to do with answering the question, how do you measure customer success?<\/p>\n<p>Customer success teams, ours included, often find it difficult to measure their true effectiveness. How should we define \u201csuccess\u201d if we aren\u2019t solely closing deals or expanding our accounts? But as the authors remind us, \u201cUltimately, the purpose of customer success, like any other part of a thriving company, is to achieve real business outcomes.\u201d<\/p>\n<blockquote class=\"pullquote-style-two tweet-quote\"><p>How should we define \u201csuccess\u201d if we aren\u2019t solely closing deals or expanding our accounts?<\/p><\/blockquote>\n<p>The authors go on to provide a helpful framework for setting hard metrics against customer success. One area, in particular, I&#8217;ve found useful is <a href=\"https:\/\/www.intercom.com\/blog\/customer-success-efficiency\/\" target=\"_blank\" rel=\"noopener noreferrer\">examining the relationship between activities, e.g. calls, emails, account reviews, and customer outcomes<\/a>. For example, do onsites <em>really<\/em> drive faster go-live times than video or phone calls? And if so, by how much? Answering these kinds of questions allow you to double down on what\u2019s valuable and efficient for you and your customers and reallocate time away from what\u2019s not.<\/p>\n<h3>3. <a href=\"https:\/\/www.penguinrandomhouse.com\/books\/312730\/the-effortless-experience-by-matthew-dixon\/\" target=\"_blank\" rel=\"noopener noreferrer\"><em>The Effortless Experience: Conquering the New Battleground for Customer Loyalty<\/em><\/a><\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-24178 aligncenter\" src=\"https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/The-Effortless-Experience.jpg\" alt=\"The Effortless Experience\" width=\"299\" height=\"452\" srcset=\"https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/The-Effortless-Experience.jpg 298w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/The-Effortless-Experience-199x300.jpg 199w\" sizes=\"auto, (max-width: 299px) 100vw, 299px\" \/><\/p>\n<p>It sounds obvious: the more effort customers have to put in to resolve an issue, the less likely they are to be loyal to your company, regardless of how \u201chappy\u201d they seem. But for too long, common wisdom prioritized momentary customer delight over consistent satisfaction.<\/p>\n<p>This book challenges that thinking. How many of us have sent holiday swag to our customers (or any swag, for that matter)? Gestures like these might spark joy for a moment, but none of them will guarantee repeat business. At the end of the day, customers buy and use your product to solve pressing problems, not for your swag, and the less effort needed to get to their desired outcomes, the better.<\/p>\n<blockquote class=\"pullquote-style-two tweet-quote\"><p>&#8220;Customers buy and use your product to solve pressing problems, not for your swag&#8221;<\/p><\/blockquote>\n<p>In the spirit of making things easy for customers, the authors make another point that has stuck with me \u2013 give customers the option to self-serve. Make your help documentation clear (and in your customers\u2019 words), easy to find and navigate, and sticky so customers know exactly where to look. As a customer success manager, some of your customers will want to self-serve, some will want your one-on-one help, but, either way, let them decide.<\/p>\n<h3>Bonus read: <a href=\"https:\/\/www.intercom.com\/blog\/resources\/books\/intercom-onboarding\" target=\"_blank\" rel=\"noopener noreferrer\"><em>Intercom on Onboarding<\/em><\/a><\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-24179 aligncenter\" src=\"https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/Intercom-on-Onboarding.jpg\" alt=\"Intercom on Onboarding\" width=\"338\" height=\"451\" srcset=\"https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/Intercom-on-Onboarding.jpg 1600w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/Intercom-on-Onboarding-225x300.jpg 225w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/Intercom-on-Onboarding-525x700.jpg 525w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/Intercom-on-Onboarding-768x1024.jpg 768w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/Intercom-on-Onboarding-1152x1536.jpg 1152w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/Intercom-on-Onboarding-1536x2048.jpg 1536w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/Intercom-on-Onboarding-450x600.jpg 450w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2020\/07\/Intercom-on-Onboarding-1050x1400.jpg 1050w\" sizes=\"auto, (max-width: 338px) 100vw, 338px\" \/><\/p>\n<p>Do you know what happens when a customer first signs up for or purchases your product? Well, depending on how their first few minutes go, they\u2019ll either have a great experience \u2013 or they might never log in again.<\/p>\n<p>Our book <em>Intercom on Onboarding<\/em> explains how to craft an onboarding strategy that hooks your customers from their first interaction and attracts them back to your product time and time again. Effective onboarding \u2013 a crucial skill for customer success managers \u2013 requires proactively guiding your customers through your product so they can learn both how it works and how it will help them achieve their company and individual objectives.<\/p>\n<blockquote class=\"pullquote-style-one tweet-quote\"><p>&#8220;As a customer success manager, that\u2019s your goal: to replicate your most successful customers \u2013 and it all starts with onboarding&#8221;<\/p><\/blockquote>\n<p>The key is to customize your onboarding based on your unique product and your customers\u2019 specific needs. Start by breaking down what you and your team view as a successful customer and then work backward to build an onboarding strategy that achieves those key outcomes. Ultimately, as a customer success manager, that\u2019s your goal: to replicate your most successful customers \u2013 and it all starts with onboarding.<\/p>\n<hr \/>\n<p>Have a book on customer success that you loved and would recommend? Let me know on Twitter \u2013 I\u2019m <a href=\"https:\/\/twitter.com\/nicolerashied?lang=en\" target=\"_blank\" rel=\"noopener noreferrer\">@NicoleRashied<\/a>!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Whether you&#8217;re just starting out or leveling up in your career, here&#8217;s our shortlist of books that we think every Customer Success Manager can learn something new and valuable from. <\/p>\n","protected":false},"author":437,"featured_media":24175,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"category":[3],"tags":[493,313],"coauthors":[21150],"class_list":["post-24172","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-support","tag-books","tag-customer-success"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - 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