2012: Wave of Strategic Integration
Venture Capital firms began advising startups that without a dedicated CS group focused on retention, their long-term viability was at risk. This era underscored the importance of integrating CS into the fabric of the organisation, not just as a service arm but as a strategic partner to sales, marketing, and product development.
The Rise of Platforms
Products like ClientSuccess, Planhat, and Vitally emerged, offering sophisticated tools for managing customer health scores, segmentations, and engagement strategies. These platforms facilitated a more systematic, data-driven approach to Customer Success.
2018: McKinsey's CS 2.0 Report
The report, titled "Introducing customer success 2.0: The new growth engine," outlined how CS could be a major growth engine, detailing five key elements including a unified go-to-market strategy, sustainable funding models, a talent engine for CS, advanced analytics, and embedding a CS philosophy across the organisation.