GTM12 - The Secrets of Customer Success, with Rav Dhaliwal, Investor & previous CS leader Slack, Zendesk Yammer

Rav Dhaliwal challenges the conventional wisdom around customer success, arguing that the field lacks a clear definition and that most companies are blindly copying outdated Salesforce-era playbooks. Drawing from his experience scaling CS teams at high-growth companies like Slack and Zendesk, he makes the case for rethinking CS fundamentals—particularly how it should adapt to different business models and when customer marketing might be more effective than traditional enterprise CS motions.

Key takeaways

  • Customer success lacks a universal definition, unlike sales, making it critical to define what CS actually means for your specific business model before building a team.
  • Stop copying enterprise CS playbooks for product-led growth companies—lean heavily into customer marketing and product instead of building large CS teams.
  • The lines between sales and customer success are increasingly blurred in today's continuous selling environment, requiring new approaches to commercial partnerships.
  • Focus on building effective frameworks for net revenue retention rather than following traditional CS templates that may not fit your go-to-market motion.

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20:35· 31sBold/Contrarian

Customer success doesn't really have a strict definition. We can go to someone off the street and go tell me what sales does and they go, well, you ring up strangers and ask them for money. Everyone knows what that means. What does customer success do? I don't know. There's no definition.

Should should you absolutely always have?

20:35 / 21:06

How does that influence your thinking when you start to think about customer success, I. E. What's core? Should should you absolutely always have? And then how do you think about what goes around that depending upon the actual go to market motions? Yeah. I think what you've hit on there, Andy, is is one of the key challenges with anything related to customer success is, first of all, it doesn't really have a strict definition. I mean, we can go to someone off the street and go tell me what sales does and they go, well, you ring up strangers and ask them for money. Right? Everyone knows what that means. What does customer success do? I don't know. There's no definition. So that's one thing. The other thing is the reason it doesn't have a definition is highly contextual.

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