The Customer Success Buying Checklist provides five steps to guide vendor selection. It begins with identifying business needs and metrics like NRR, GRR, CLTV, NPS, feature adoption, and expansion pipeline. Next is defining non-negotiables, such as scalability, automation, and flexible health scoring. Evaluating vendors involves assessing vision, roadmap, and support value, while detailed demos and proof of concepts test integration, reporting, and AI capabilities. Finally, companies should consider long-term viability, vendor innovation, and ability to scale beyond a single product, ensuring confidence in the investment.

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