Digital Customer Success and the need for Personalisation

Click here to check out the free trial


Digital customer success is the practice of using digital tools and strategies as the primary communication method to customers to ensure that they achieve their desired outcomes while using a product or service, particularly in the Software as a Service (SaaS) sector. Personalization plays a pivotal role in this context, as it directly influences user retention and minimizes churn. By tailoring interactions and support to meet individual user needs, businesses can significantly enhance the customer journey, fostering a sense of value and satisfaction among users. This approach shifts from traditional, one-size-fits-all customer management strategies to a more nuanced, client-stage-aware methodology, enhancing both customer engagement and relationship management.

But to make this all a little more clear, let's lay-out the difference between tech-touch and high-touch first.

Tech-Touch vs. High-Touch Customer Success

Tech-Touch Customer Success is a scalable, automated approach that leverages technology to manage and nurture customer relationships. It's characterized by the use of digital tools and platforms, such as email campaigns, in-app messages, and self-service support resources. This approach is designed to efficiently provide customers with the information and assistance they need without direct, personal interaction from a customer success manager. Tech-touch strategies are particularly effective for serving a large customer base or low value customers, where personalized attention would be impractical or cost-prohibitive.

High-Touch Customer Success, on the other hand, involves personalized, direct interaction between customer success managers and clients. This approach is characterized by one-on-one meetings, personalized service plans, and direct support. High-touch strategies are typically reserved for high value customers who have a significant impact on the company's revenue or who require complex, customized solutions. The personalized nature of high-touch customer success is crucial for nurturing relationships, understanding specific customer needs, and ensuring customer satisfaction and loyalty.

Factors Influencing the Choice of Methodology

Companies choose between tech-touch and high-touch methodologies based on several factors:

  • Customer Value and Potential Revenue: High value customers who are expected to contribute significantly to the company's revenue are often provided with high-touch customer success to ensure their needs are met promptly and personally. In contrast, tech-touch strategies are applied to lower value customers where personalized attention is less economically viable.
  • Product Complexity and Customization Needs: Products requiring extensive customization or those with a steep learning curve may necessitate a high-touch approach to ensure successful onboarding and adoption. Simpler, more intuitive products can often be supported effectively with tech-touch methods.
  • Scalability and Resource Allocation: High-touch customer success is resource-intensive, limiting the number of customers a company can support through this method. Tech-touch methods, facilitated by automation and self-service options, allow for greater scalability and efficient resource usage.

The Challenge of User-Level Personalisation

Achieving user-level personalisation presents a complex challenge, especially when addressing the diverse needs of multiple users within the same organization. Different roles, usage patterns, and objectives mean that what works as a successful engagement strategy for one user may not suit another. For instance, a low-touch, tech-touch approach might suffice for low value customers, who require minimal guidance, whereas high value customers might necessitate a more personalized, high-touch engagement model. These varying needs underscore the importance of understanding each client phase and adopting a flexible, yet targeted approach to customer management.

How AI Facilitates Deep Personalisation

Artificial Intelligence (AI), through technologies like machine learning and natural language processing, is revolutionizing the way businesses approach personalisation. AI models are adept at analyzing vast amounts of data to predict user needs, preferences, and potential issues even before they manifest. This predictive capability allows for preemptive actions to enhance the customer journey, ensuring each user receives a tailored experience. By leveraging AI, companies can move beyond static, rule-based engagements to dynamic, personalized interactions that adapt to the evolving needs of each customer.

RFM Segmentation Model: Tailoring Strategies to User Behavior

The RFM (Recency, Frequency, Monetary) segmentation model is a powerful tool for personalizing customer engagement strategies based on user behavior. This model segments users into categories based on how recently and frequently they've engaged with a product or service and the monetary value they bring. RFM analysis facilitates the development of customized engagement and success strategies, enabling businesses to effectively address the unique needs of high and low value customers. By understanding and acting on RFM insights, companies can significantly enhance customer satisfaction and loyalty.

Implementing AI-Driven Personalization for Customer Success

Integrating AI and RFM segmentation into customer success strategies requires a thoughtful approach. Best practices include continuously collecting and analyzing customer data to refine AI models, ensuring that personalization strategies evolve with customer needs. Additionally, it's crucial to balance tech-touch and personal-touch approaches, using AI to automate routine engagements while reserving human intervention for high-value or complex situations. Such a strategy ensures efficiency without compromising on the quality of customer relationships, ultimately reducing churn and fostering long-term loyalty.


AI-driven personalization represents a game-changing approach to digital customer success, offering unparalleled opportunities for user engagement and retention. By understanding and anticipating user needs at an individual level, businesses can deliver experiences that not only meet but exceed expectations. We encourage companies, especially those operating in the SaaS realm, to explore AI solutions to enhance their customer success strategies. The journey towards deep personalization is not just about adopting new technologies; it's about reimagining the future of customer engagement and relationship management.