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How Ivanti's Customer Success Team Drives Value

Ivanti
04/22/2026
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Creating relationships, but, you know, in creating those relationships, it's also, you know, seeing customers thrive because of the value that we provide to them. Being able to connect the right people and connect the right dots. We stand in the middle with our customer and we reach out to the different departments within Avanti that help us make our customers successful. Being proactive with your communication shows that you really care about helping them make progress versus simply reacting to whatever might come up down the road. One of our biggest tools that we use is we use mutual success plans where we go in with all of our customers and we basically, what are your values? What's your vision? What metrics are you using? How are you measuring that? We fill this whole success plan out. And I get to help facilitate conversations to give them access to information that really helps them take their business to the next level. That looked like removing roadblocks when they had them. It looked like helping to push things forward when they felt stuck. And it looked like celebrating the little wins in between. We are able to make customers days. We're all working towards one goal and it's helping be an advocate for our customer. It truly is not about the one thing. It's about the thousands of little things that equal, you know, the relationship. See how Avanti's Success Squad can help you, too. Visit us at avanti.com slash success dash squad.

TL;DR

  • Ivanti's Customer Success Managers act as facilitators who connect customers with internal resources and remove roadblocks to accelerate progress and drive value realization.
  • The team uses mutual success plans to align with customer vision, values, and metrics, creating a structured framework for measuring and achieving business outcomes.
  • Proactive communication and relationship-building through small, consistent interactions form the foundation of Ivanti's customer success philosophy rather than reactive support models.

Summary

This short promotional video showcases Ivanti's Customer Success Management (CSM) approach, emphasizing relationship-building and proactive customer engagement. CSMs describe their role as facilitators who connect customers with the right internal resources and remove roadblocks to drive progress. The team uses mutual success plans as a core tool, working with customers to define their vision, values, and success metrics. By focusing on proactive communication rather than reactive support, Ivanti's Success Squad positions itself as a strategic partner invested in long-term customer outcomes. The video highlights the human element of customer success — celebrating small wins, creating lightbulb moments, and building relationships through thousands of small interactions rather than single transactions.

Chapters

0:00 - The CSM Role
0:25 - Connecting Resources
0:43 - Mutual Success Plans
1:15 - Customer Advocacy

Key Quotes

0:43 "One of our biggest tools that we use is we use mutual success plans where we go in with all of our customers and we basically, what are your values? What's your vision? What metrics are you using? How are you measuring that? ..."
1:22 "It truly is not about the one thing. It's about the thousands of little things that equal, you know, the relationship."

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  • » Webinar Library » Ivanti
  • » Data Protection
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  • Customer Story
  • Best Practices
  • Getting Started
  • Customer Success Management
  • Relationship Building
  • Mutual Success Plans
  • Proactive Customer Engagement
  • Customer Advocacy
  • Value Realization
  • Customer Metrics
  • Strategic Partnerships
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