The CSP Buyer’s Guide explains how to select a customer success platform that scales with growth. It stresses building a business case around pain points, ROI, and customer outcomes, then forming a cross-functional evaluation team. Key capabilities include AI-driven automation, accurate health scoring, segmentation, and seamless integration with CRM and ERP systems. The guide highlights how CSPs complement CRMs by focusing on post-sale value and retention. It recommends proof of concept testing to validate real-world impact and evaluating vendors on scalability, security, and vision to ensure long-term success.

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