Reprioritizing customer retention lets B2B companies better weather economic uncertainty and volatile market conditions — a daunting task when executive leadership asks everyone to deal with the chaos by cutting costs. But cutting costs independently of business strategy — especially strategies that protect and grow revenue from current accounts — can hurt more than help.

Postsale teams come out on top when they optimize costs by pivoting resources and communicating more consistently. They also provide easier access to the tools and information that existing customers use to gain more value from their current investments.

Forrester’s 2024 Buyer Insights research shows that 81% of business buyers expressed dissatisfaction in at least one area with the provider they chose at the end of a successful purchase. Becoming customer-led is a principal way to avoid this result — and is a pivotal step in any company’s journey to customer obsession. Customer-led organizations boast higher revenue growth, increased employee engagement, and (most importantly!) greater customer retention.

A primary way to become more customer-led is to make postsale experiences more streamlined and self-directed — something that can be done using existing technology, business assets, and people and (if done creatively) without much additional investment. The key today is understanding how your best customers thrive and getting started on ways to help the rest follow their lead.

By understanding how your best customers excel, top postsale teams can construct digital signposts and way stations that direct others along the right paths to value. Teams that make even the most basic investments in developing a postsale digital experience (DX) can see significant returns, as our Total Economic Impact™ models predict. Read on for five areas where pulling together even the most basic DX can have an outsized impact on customer health.

Yes, we know: Customer data is a mess, and modifying back-end systems is expensive and time-consuming. But making customer data more robust — and getting customers to help manage their profile information — is a first step that B2B companies should commit to that can lend itself to further automation and enhancement with AI down the road. In the meantime, we see customer teams deploy uncomplicated capabilities that:

Consolidating the access points to your support ticketing system, knowledge-base answers, and contact information (phone numbers, email, chatbot, etc.) in one interface/portal page can pay off in reduced customer frustration and streamlined interactions. You can also:

Striking the right balance between messaging and reminding can help (new) customers or users remember how useful your existing online education can be. You don’t need a full learning management system: Take the time to survey or interview customers about which courses or modules they find most useful and promote those. You could also:

Online community platforms are powerful but can require resources that you might not be ready or willing to commit. Look for creative ways to get your customers to engage, network, and share their experiences, advice, and knowledge. At a minimum:

Market digital and in-person events to your customers and focus on aspects that benefit them. Track attendance, gather feedback, and look for signals that indicate new purchase interest. Analyze these results to make the business case for further investment. You can:

These five areas represent practical, straightforward DX changes that any B2B team can implement quickly as postsale teams explore further investment — particularly for using generative and predictive AI to enrich, personalize, and make each aspect of the DX more effective. For example, the use of AI agents can greatly scale and increase customer productivity in many aspects of the DX.

This post was written by VP, Principal Analyst Laura Ramos and it originally appeared here.