Embedding Customer Success in Company Culture

View profile for Edgar Santos

Business Technology & Customer Success | ITIL | Agile Project Leadership | Salesforce Technical Pre-Sales & Managed Services

Customer Success is not an add-on service. It’s a culture that needs to be embedded in the company’s daily operations, with structured management, a dedicated owner, and a strategic vision that supports GTM, Engagement, Delivery, and Post-Sales. When this happens, clients gain the confidence they need to design an evolutionary roadmap for their solutions. This creates not only immediate results but also long-lasting success stories, both inside and outside the organization. In my professional journey, I’ve increasingly realized that an effective playbook for Customer Success can be guided by the 7 Habits of Highly Effective People: => Be proactive: anticipate client needs instead of waiting for issues to arise. => Begin with the end in mind: align expectations and define success from the very beginning of the project. => Put first things first: prioritize activities that deliver value and impact. => Think win-win: build relationships based on trust and mutual benefit. => Seek first to understand, then to be understood: practice active listening to turn needs into solutions. => Synergize: collaborate with internal teams and clients, combining strengths. => Sharpen the saw: continuously invest in learning, process improvement, and innovation. Ultimately, Customer Success is about delivering real and sustainable value, strengthening client trust, and turning relationships into long-term success stories. That’s the path for technology to move beyond being just a tool and become a strategic driver of business evolution.

When customer success is truly embedded in the organization, it transforms the entire client relationship. Your breakdown of the '7 Habits' is a brilliant way to illustrate this.

To view or add a comment, sign in

Explore content categories