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Define and track onboarding by phase, user progress, account, and portfolios.
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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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A customer advisory board is a group that comes together to provide valuable insights on a product. Know how customer advisory board benefits brands.
03 Aug, 2020
Customer Success is the buzzword in the modern SaaS companies. There are many meanings attached to it but what does it mean to you? Is it a philosophy, a function in the organization, a mindset? Well, it can be all of it. It is a broad term to def...
30 Jul, 2020
Customer feedback is the insights and information put up by the customers about their experiences with your company. But is that all? Let us find out.
Customer loyalty defines how happy a customer is to repeat transaction with a brand. Read why is customer loyalty important and benefits of customer loyalty.
29 Jul, 2020
Active listening is key for customer success. Find out what it is, its benefits, and how to practice it below.
Embracing certain practices, knowing what the next steps are, and veering them in the right direction is how the customer’s success during crisis should work. The Covid-19 pandemic has increased the churn rate and shook almost every industry...
28 Jul, 2020
Customer journey map is a diagrammatic representation of a customer’s journey throughout a project. Learn about the complete customer journey map here.
24 Jul, 2020
The best customer success KPIs are here. Learn more on MRR, retention rate, customer lifetime value, net promoter score, and many more.
22 Jul, 2020
A Customer Success Manager’s duties can look easy as a cakewalk or as daunting as ever. Here is a quick sneak peek into a day in a CSM’s everyday life.
Know what is b2b customer success and why is it critical. Learn the difference between b2b customer success management to b2c customer success management.
21 Jul, 2020
Before I begin to delve into the subject line, ‘How to become a customer success manager’, I am going to share with you some statistics. The companies that prioritize the customer experience can generate up to 60% higher profits than those of ...
Customer success has many advantages, but it also comes with challenges. See what the most common challenges are and how to overcome them here.
20 Jul, 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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Current insights, resources, inspiration, and ideas that will help take your Customer Success team to the next level.
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