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11 Tech Touch Customer Success Strategies That Every SaaS MUST Use in 2024

Customer success is the lifeblood of every SaaS business. It’s not just about survival but thriving in a competitive landscape. To truly excel, we must embrace strategies that go above and beyond to meet customer needs and keep them captivated.

Enter tech touch strategies – the cost-effective magic that automates interactions based on customer activity, behavior, and profile. These interactions are the secret sauce for successful onboarding, increased product adoption, and reduced churn.

Buckle up as we dive into 11 game-changing tech touch customer success strategies that every SaaS MUST embrace in 2024! Get ready to level up your game!

What is tech touch customer success

tech touch customer success

Tech touch customer success is a strategy that utilizes automation to interact with customers. It offers the power of technology to maintain engagement and provide support while freeing up your customer success team to handle more complex issues. Tech Touch aims to create a scalable and effective means of customer communication and interaction.

Here are some examples of tech touch customer success in action:

  1. Automated Onboarding: As soon as a customer signs up for your SaaS product, an automated email series can guide them through the initial setup and fundamental features. This early interaction can be tailored to the user’s needs, increasing the likelihood of product adoption and customer satisfaction.
  2. Activity-Based Emails: Emails can be automatically triggered based on specific customer activity within your platform. For instance, if a customer hasn’t logged in for a while, an automated email can check in with them or provide helpful tips to encourage re-engagement.
  3. In-App Messaging: In-app messages can provide timely guidance and assistance to users while they’re actively using your software. For instance, when a new feature is released, an in-app message can introduce it and provide a quick tutorial.
  4. Reporting and Analytics Dashboards: Dashboards can offer customers insights into their usage stats, performance metrics, and other valuable data. It not only enhances the customer’s understanding of the product but also helps them see the value they’re getting from your SaaS.

These are just a few examples that illustrate how tech touch customer success strategies work. By leveraging automation, SaaS companies can consistently deliver quality customer interactions, providing value and enhancing customer engagement.

Importance of tech touch customer success

tech touch customer success

The advent of tech touch customer success strategies has revolutionized the way SaaS companies interact with their customers, reinforcing their relationship and engagement.

Cost Efficiency: First and foremost, tech touch customer success strategies are cost-efficient. Traditional high-touch models require a significant investment of time and resources, which may not be feasible for all businesses, especially startups and SMEs. Tech touch approaches, on the other hand, leverage automation to deliver high-quality customer interactions without the need for extensive human intervention.

Scalability: As your customer base grows, maintaining personalized interactions with each customer can become a daunting task. Tech touch strategies allow for scalability, ensuring that every customer receives the necessary attention and assistance, irrespective of the size of your customer base.

Consistency: With tech touch, you can ensure consistent interaction with your customers. Whether it’s regular check-ins or timely guidance, tech touch strategies ensure your customers receive a uniform experience every time they interact with your platform.

Data-Driven Insights: Tech touch strategies often involve the use of data analytics, offering valuable insights into customer behavior and preferences. It can help your company make informed decisions, improve its service offerings, and enhance customer satisfaction.

Increased Customer Engagement: Automated emails, in-app messaging, and other tech touch interactions can re-engage inactive users and encourage them to explore your platform’s features. It can ultimately boost product adoption and customer loyalty.

Tech touch customer success is a crucial aspect of modern SaaS companies. It enables businesses to maintain high-quality customer interactions, drive engagement, and make data-driven decisions, all while being cost-effective and scalable.

11 Tech Touch Customer Success Strategies

tech touch customer success

Proactive Communication: As a SaaS owner, you must initiate communication with your customers and reach out to them with helpful information that they need. Let them know about new updates, features, and opportunities that would assist them in their business.

In-App Messaging: In-app messaging is a powerful tech touch strategy that enables you to communicate with your customers from within your app. This strategy allows you to send targeted messages such as product tips, training resources, and new updates at the right time and on the right channel.

Automated Surveys: Automated surveys are an essential tech touch strategy that provides a channel for customers to express their satisfaction, feedback, and needs. They allow you to get insights on areas that need improvement and help you to provide solutions quickly.

Video Tutorials: Video tutorials are a powerful way to engage and educate your customers about your product. They facilitate the learning process and reduce support tickets, thereby improving customer experience.

Gamification: Gamification is a powerful tech touch strategy that makes use of the game elements to engage and motivate users and achieve business objectives. Incorporating elements such as badges, leaderboards, and challenges in your SaaS app will improve customer engagement, loyalty, and retention.

Personalization: Personalization is a tech touch strategy that delivers a unique and customized experience to each customer based on their history, preferences, and goals. Personalizing offers and tailored recommendations help increase customer value and improve their satisfaction.

Social Media Engagement: Social media platforms offer an opportunity to connect, engage, and build relationships with your customers. The key is to provide valuable content, respond to queries promptly, and engage in relevant conversations.

Email Nurture Campaigns: Email nurture campaigns are a tech touch strategy that enables you to provide customers with informative and stimulating content that helps them use your product effectively. It helps to keep your brand top of mind, increase product adoption, and reduce churn.

Help Center: A Help Center is a central source of information that customers can access to find answers to their questions. It is a self-service tech touch strategy that provides customers with the resources they need to get the most out of your product.

Real-time Analytics: Real-time analytics provide instant data on user behavior, trends, and product performance. Using this data, you can optimize your onboarding process, identify sources of customer pain points, and provide informed recommendations.

Customer Feedback Loop: A customer feedback loop is a tech touch strategy that provides a continuous flow of feedback from customers to your SaaS business. This feedback is essential in identifying areas of improvement, product enhancements, and identifying trends.

How does tech-touch customer success compare to high-touch and low-touch customer success?

tech touch customer success

Tech-touch customer success strategies utilize automated, scalable methods to engage and support a large number of customers, typically in a lower price tier. These methods include email campaigns, in-app messages, and self-service resources such as knowledge bases or community forums.

An example of tech-touch customer success might be an automated email sequence that guides a new user through product setup and everyday use cases.

High-touch customer success, on the other hand, involves personalized, one-on-one interactions between customer success managers (CSMs) and customers. This approach is typically reserved for high-value customers and includes activities like personalized onboarding sessions, regular check-in calls, and in-person meetings.

For instance, a high-touch approach might involve a CSM scheduling a video call with a new customer to provide a personalized product demo and answer any questions.

Low-touch customer success strategies fall somewhere in the middle. They involve some level of personal interaction, but it’s more streamlined and less personalized than high-touch.

Low-touch strategies might involve group webinars, targeted emails based on user behavior, or scheduled check-in calls that cover a predefined agenda. An example of a low-touch strategy might be a CSM conducting a webinar for new users to showcase key product features.

  1. Tech-Touch: Automated, scalable methods for broad customer engagement. Example: Automated email sequences.
  2. High-Touch: Personalized, one-on-one engagements for high-value customers. Example: Personalized product demos.
  3. Low-Touch: Streamlined personal interaction for a broader audience. Example: Group webinars or targeted emails.

What are some best practices for a successful tech-touch strategy?

A successful tech-touch strategy can enhance customer engagement and ensure a smooth user experience. Here are some key best practices to consider:

  1. Automated yet Personalized Communication: Despite the automated nature of tech-touch, ensure your communication feels personalized. Use customer data to tailor your messages and address the specific needs of each user. For instance, segment customers based on their interactions with your product and send targeted emails with relevant content.
  2. Regular Follow-ups: Consistent communication is key to customer engagement. Schedule automated follow-ups after every significant customer interaction with the product. It could include a welcome email after signup, a follow-up after a new feature use, or a check-in if there’s been a drop in usage.
  3. Customer Education: Use tech-touch strategies to educate customers. It could be in the form of automated emails with tips and tricks on using your product or webinars that showcase your product’s capabilities. Make sure the content is easy to understand and adds value to the user’s experience.
  4. Feedback Gathering: Tech-touch is a great way to solicit feedback. Automated surveys or feedback prompts can help you understand customer needs, pain points, and their overall experience with your product.
  5. Scalability: As your customer base grows, so should your tech-touch strategy. Start with simple automated emails and gradually introduce more sophisticated tactics, like AI chatbots or personalized content based on user behavior.

By incorporating these best practices into your tech-touch strategy, you can enhance customer engagement, improve user experience, and ultimately, drive customer success.


Embracing these cutting-edge tech touch customer success strategies is absolutely crucial for driving business growth and retaining customers in 2024. With the fierce competition in the SaaS industry, keeping customers not just satisfied but genuinely engaged is paramount.

By harnessing the power of dynamic tools and channels like in-app messaging, captivating video tutorials, and real-time analytics, SaaS owners can create unparalleled customer success experiences that are tailored to each individual.

By implementing these strategies, you’ll witness a remarkable boost in customer satisfaction, foster greater product adoption, and significantly reduce churn. Rest assured, these steps will pave the way for long-term growth and unrivaled success for your SaaS business. Let’s do this!


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