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5 Books to Elevate Your Customer Success Strategy

Looking for a book about Customer Success? Check out our top 5 picks for CSMs.

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In the fast-paced world of Customer Success (CS), staying ahead of industry trends is crucial. Continuous learning through books allows professionals to keep up with the latest developments and refine their strategies. 

Whether it's adapting to new customer behaviors or implementing fresh approaches, reading helps professionals remain agile and responsive.

Well-chosen books offer more than just ideas – they provide practical frameworks and insights that can be directly applied to everyday tasks. These resources can be invaluable, offering relevant and actionable guidance and making the day-to-day work of CS teams more effective and efficient.

As we explore the top five Customer Success books, keep in mind how each one can help you enhance your approach. These books have been selected for their content and their ability to offer strategies you can put into practice immediately. Let’s dive into the best resources every Customer Success professional should consider adding to their reading list.

Top 5 Customer Success books every CS team should read

1. "Customer Success: How Innovative Companies Are Reducing Churn and Growing Recurring Revenue" by Nick Mehta, Dan Steinman, and Lincoln Murphy

This book lays the foundation for understanding the core principles of Customer Success, with a strong focus on how customer retention directly impacts revenue growth. It’s a comprehensive guide for anyone looking to establish or enhance their CS strategy.

What you’ll learn:

  • Building a customer-centric culture:

The authors emphasize the importance of putting the customer at the center of your business operations. You'll learn strategies to foster a culture that prioritizes Customer Success, which drives retention and opportunities for upselling.

  • Reducing churn and increasing customer lifetime value (CLV): 

The book provides actionable techniques to minimize customer churn and maximize CLV. It discusses the importance of understanding customer needs, creating value continuously, and maintaining strong relationships.

  • Scaling Customer Success operations: 

As your company grows, so does the need to scale your CS efforts. The book offers practical advice on how to do this effectively, ensuring that your operations remain efficient and customer-focused as you expand.

2. "The Startup's Guide to Customer Success: How to Reduce Churn, Increase Customer Retention, and Generate Profits" by Jennifer Chiang

This book is particularly valuable for startups, providing a deep dive into their unique challenges in Customer Success. Jennifer Chiang offers a roadmap for building a CS function from the ground up, tailored to the needs and constraints of early-stage companies.

What you’ll learn:

  • Building a Customer Success team from scratch:

The book guides you through the process of setting up a CS team, even with limited resources. It covers everything from hiring the right people to establishing foundational processes to support your customers effectively.

  • Measuring success and adapting strategies:

Chiang provides insights into measuring the success of your CS initiatives and using customer feedback to refine your strategies. This ensures that your efforts are aligned with customer needs and business goals.

  • Using Customer Success as a growth engine:

The book discusses how Customer Success can drive growth, not just through retention but also through customer advocacy and referrals. This is especially crucial for startups looking to scale rapidly.

3. "Farm Don’t Hunt: The Definitive Guide to Customer Success" by Guy Nirpaz and Fernando Pizarro

This book introduces the concept of “farming” customers – cultivating long-term relationships rather than just focusing on acquisition. It’s a must-read for those looking to shift their mindset from hunting for new customers to nurturing existing ones.

What you’ll learn:

  • Cultivating long-term relationships: 

Nirpaz and Pizarro explain how to build deep, meaningful customer relationships that lead to sustained revenue growth. They emphasize the importance of consistently delivering value and maintaining ongoing engagement.

  • Creating proactive engagement strategies:

The book offers techniques for engaging with customers before issues arise, which helps increase satisfaction and loyalty. This proactive approach is essential for preventing churn and fostering long-term success.

  • The importance of customer segmentation:

Understanding that not all customers are the same, the book discusses how to segment your customer base and create personalized success plans for each segment, ensuring that every customer receives the right level of attention and resources.

4. "Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days" by Joey Coleman

Joey Coleman’s book focuses on the critical first 100 days of the customer journey, which are often decisive in securing long-term loyalty. It provides a detailed blueprint for ensuring that new customers become lifelong advocates.

What you’ll learn:

  • Creating an exceptional onboarding experience:

Coleman stresses the importance of making a solid first impression during onboarding. The book outlines specific steps to make the onboarding process memorable and effective, setting the tone for a positive long-term relationship.

  • Engaging customers during the first 100 days:

The book provides strategies for keeping customers engaged during this crucial period, intending to reduce churn and build a solid foundation for loyalty.

  • Delighting customers at every touchpoint:

Coleman emphasizes the importance of delighting customers at each interaction, ensuring they feel valued and appreciated throughout their journey with your company.

5. "The Effortless Experience: Conquering the New Battleground for Customer Loyalty" by Matthew Dixon, Nick Toman, and Rick DeLisi

This book challenges the conventional wisdom that delighting customers is the key to loyalty. Instead, it argues that reducing customer effort is more effective in driving loyalty and satisfaction.

What you’ll learn:

  • The power of reducing customer effort:

The authors explain why minimizing customers' efforts during their interactions with your company leads to higher loyalty. This includes simplifying processes, resolving issues quickly, and providing clear communication.

  • Simplifying customer interactions:

The book offers practical advice on streamlining customer interactions, removing unnecessary steps, and making it easier for customers to get what they need. This is particularly important in today’s fast-paced world, where customers expect efficiency.

  • Implementing effortless service strategies:

Dixon, Toman, and DeLisi provide tips on implementing strategies that make the customer journey as effortless as possible, from initial contact to problem resolution. By simplifying interactions and removing obstacles, you can improve overall satisfaction and loyalty, which aligns with this book's insights.

These five books offer knowledge and practical strategies for improving CS efforts. Each provides a unique perspective on understanding better, engaging, and retaining customers. 

As you read through these recommendations, consider how you can apply their lessons to your work. Whether it’s automating tasks, personalizing interactions, or tracking key metrics, there are practical steps you can take to make the most of what you’ve learned. 

With these steps, you can ensure that the knowledge gained from these books translates into real, tangible improvements in your Customer Success strategy. 

Conclusion

Reading these top five Customer Success books offers more than just new ideas – they provide actionable insights that can directly enhance your CS efforts. 

Each book covers vital strategies to implement daily, from building stronger customer relationships to reducing churn. By learning from these experts, you’ll gain practical knowledge that can help you stay ahead in a constantly evolving field.

Consider picking up one of these books and implementing the strategies. If you want to learn more about Customer Success, check our resources page. We release new content every week, helping you stay on top of your CS-game.

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