{"schemaVersion":2,"listingUrl":"https://haycion.com/advisors/csmpractice-com","markdownUrl":"https://haycion.com/advisors/csmpractice-com.md","jsonUrl":"https://haycion.com/advisors/csmpractice-com.json","name":"CSM Practice","headline":"Helps technology companies reduce churn and grow revenue through customer success strategy and playbooks.","firmType":"Consultancy","website":"https://csmpractice.com","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Haycion from the firm's public website, not reviewed by the firm"},"updatedAt":"2026-10-15T20:39:00.281Z","extractedAt":"2026-10-01T23:05:04.217Z","dateLine":{"kind":"checked","date":"2026-10-01T23:05:04.217Z"},"about":"Scaling customer success to double revenue at New Relic, CSM Practice applies data-informed playbooks, blueprints and redesigned success plans to reduce churn and accelerate expansion. Buyers hire them to build or restructure CS teams, align cross-functional operations and improve adoption, a track record also shown by a custom CS blueprint for HERE Technologies and an organizational roadmap for Veriforce.","intro":"The firm builds and operationalizes customer success programs to improve retention and drive expansion. Trusted by 100+ startup founders.","titlePhrase":"Customer Success Consultancy for Tech","agentUrl":"https://nowen.ai/agents/csmpractice-com","contactUrl":"https://haycion.com/advisors/csmpractice-com/contact","boonFrontDoor":{"url":"https://boon.ai/agents/csmpractice-com","label":"Send CSM Practice a request on Boon","sub":"Boon forwards it to CSM Practice and invites them to reply."},"facts":[{"label":"Engagement models","value":"Workshop or training, Project, Productized service"},{"label":"Founded","value":"2014"},{"label":"Works in","value":"Global"}],"idealClient":{"stages":["Series A","Series B and later","Established business"],"sizes":["51 to 200 people","201 to 1,000 people"]},"fit":{"goodFit":["A Series A startup, a Series B or later company or an established business with 51 to 200 people or 201 to 1,000 people","In B2B SaaS, enterprise software, education technology, cloud infrastructure or IoT","Based anywhere: they work globally"],"engagement":[{"label":"Workshop or training","definition":"Sessions that teach your team a method or a skill."},{"label":"Project","definition":"A defined scope with one outcome."},{"label":"Productized service","definition":"A fixed package with a set scope and price."}]},"specialisms":[{"slug":"customer-success","label":"Customer success","hubUrl":"https://haycion.com/advisors/specialism/customer-success"},{"slug":"operations-and-scaling","label":"Operations and scaling","hubUrl":"https://haycion.com/advisors/specialism/operations-and-scaling"},{"slug":"go-to-market-strategy","label":"Go-to-market strategy","hubUrl":"https://haycion.com/advisors/specialism/go-to-market-strategy"},{"slug":"people-and-talent","label":"People and talent","hubUrl":"https://haycion.com/advisors/specialism/people-and-talent"},{"slug":"technology-and-data","label":"Technology and data","hubUrl":"https://haycion.com/advisors/specialism/technology-and-data"}],"services":[{"name":"Customer success strategy","description":"Delivers custom CS blueprints and roadmaps that prioritize adoption, retention and expansion for the client's customer lifecycle."},{"name":"Customer success process design & playbooks","description":"Designs playbooks, success plan templates and collaboration models for renewals, QBRs and customer onboarding."},{"name":"Implementation & change management","description":"Implements redesigned success plans, embeds new processes, and supports team rollouts and knowledge base adoption."},{"name":"Customer journey mapping","description":"Builds customer journey maps that align multiple CS teams to a common language and reveal adoption and relationship gaps."},{"name":"CS leadership enablement & training (The Customer Method® Academy)","description":"Trains and equips CS leaders with QBR optimization, forecasting discipline and playbook-based coaching to scale performance."},{"name":"CS assessment & organizational design","description":"Assesses CS capabilities and delivers organizational roadmaps, hiring processes and role designs to build or restructure teams."},{"name":"Expansion-selling enablement","description":"Develops expansion playbooks and enablement tied to adoption and renewal insights to increase account growth."},{"name":"Customer success tooling & health score workbooks","description":"Implements tooling and score frameworks that surface risk and improvement opportunities ahead of renewals and expansions."}],"proofPoints":[{"title":"Trusted by startup founders","url":"https://csmpractice.com/","metric":"Trusted by 100+ Startup Founders.","summary":"Trusted by 100+ startup founders."},{"title":"Client portfolio scale","url":"https://csmpractice.com/about-us/","metric":"Working with over 100 mid-market and high-growth technology companies.","summary":"Working with over 100 mid-market and high-growth technology companies."},{"title":"New Relic case details","url":"https://csmpractice.com/case-studies/new-relic/","metric":"New Relic generated over $479M in revenue in 2018.","summary":"New Relic generated over $479M in revenue in 2018."},{"title":"Delphix case details","url":"https://csmpractice.com/case-studies/delphix/","metric":"The company works with over 370 customers, including 30% of Fortune 100 companies.","summary":"Delphix works with over 370 customers, including 30% of Fortune 100 companies."},{"title":"HERE Technologies case details","url":"https://csmpractice.com/case-studies/here","metric":"HERE Technologies has 8,000 employees across 56 countries.","summary":"HERE Technologies has 8,000 employees across 56 countries."}],"industries":[{"slug":"b2b-saas","label":"B2B SaaS","hubUrl":"https://haycion.com/advisors/industry/b2b-saas"},{"slug":"enterprise-software","label":"Enterprise Software.","hubUrl":"https://haycion.com/advisors/industry/enterprise-software"},{"slug":"education-technology","label":"Education Technology","hubUrl":"https://haycion.com/advisors/industry/education-technology"},{"slug":"cloud-infrastructure","label":"Cloud Infrastructure","hubUrl":"https://haycion.com/advisors/industry/cloud-infrastructure"},{"slug":"iot","label":"IoT","hubUrl":"https://haycion.com/advisors/industry/iot"}],"notableClients":["HERE Technologies","Delphix","New Relic","Veriforce","VitalSource","SmartMoving","Wind River","Vertex"],"certifications":[],"faq":[]}