Identify, monitor, and execute timely account expansions with real-time reports and indicators.
Proactively identify at-risk customers and prevent churn using automation, early warning insights, and more!
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Define and track onboarding by phase, user progress, account, and portfolios.
Intelligence-driven, scalable insights for onboarding, adoption, retention, and revenue growth.
Handle this critical component of the post sales customer journey.
Use the power of Playbooks across functions to operationalize standard procedures. Drive consistency, accountability and reduce cost and TATs.
Get a complete view of your customer and all their moving parts.
Deliver consistent customer experiences and repeatable success.
Create the right scoring system for your organization.
Create alert rules that are flexible.
Manage, analyze, and optimize your customer interactions.
Track your tasks easily by account, product, and outcome categories for better efficiency.
Create dynamic segment across accounts and users.
Drive adoption, upsell and cross-sell using extensive product data.
Automate your actions, alerts, playbooks and more.
Proactively uncover key insights and receive data-driven recommendations for your team.
Transcribe your calls and catch key phrases used by customers to trigger actions.
Improve decision making and actions for enhanced outcomes.
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What is customer success qualified lead? What is the process involved in generating CSQL? How can CSMs make the most out of it? Here’s all you need to know.
21 Dec, 2020
LAER model is one of the customer engagement models for customer success. Here is all you need to know about the LAER model and customer success.
11 Dec, 2020
The year 2020 felt more like a decade. With the turmoil associated with the COVID virus, lockdowns, and restrictions, there is a new tomorrow waiting for the CS space. However, not all is lost. This has engendered new hope aligning with new strate...
10 Dec, 2020
The importance of having a milestone for completing a task can rarely be over-emphasized. Until you have a goal in mind, the overall steps needed for completing a task seem to be meaningless. And when the process of reaching that goal turns into a...
Are you irritated with some of your customers? Do you secretly wish how lovely your life would be without them? And is it really okay to fire a client? Well, fortunately sometimes the answer is yes! When a client subscribes to do business with you...
07 Dec, 2020
Yay, it’s finally a holiday! It’s no surprise that holiday seasons call for more sales, more revenue, and more responsibility as well. With this responsibility, the chances of keeping up with stellar holiday customer service should not be shak...
04 Dec, 2020
Learn how to measure the customer success ROI (return on investment) in the growing customer success industry along with the tips to improve it.
It is no wonder that the new year is the time for setting personal goals. If you are running your own business, it is a great time to look for business goals you want to meet. Focusing your efforts in that direction will be helpful in determining ...
03 Dec, 2020
What stays common between each member of your customer success company is the need to satisfy a hungry customer. Now many such designations and roles are designed to look after the specific needs of a customer. Though all of them have their distin...
We will discuss the Digital Onboarding concept in detail that is hovering over the CS space these days and why is it important for your company.
The birth of the 20th century has arisen many social and psychological changes in our society. What packs a definite punch is the embracement of women in all of the work affairs. On that note, our ideologies too have molded over the years. Women a...
02 Dec, 2020
While many companies have realized the importance of customer success, achieving it is still being explored. A key aspect that dictates the essence, plan, and strategy of customer success (CS) is customer data. Accessing meaningful data points tha...
01 Dec, 2020
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In Episode 26, our CEO chats with Irit Eizips about the evolution of AI-Powered Customer Success.
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