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!
Understand your customers interactions with your product and make informed product success decisions.
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.
Unlock value from your data with our embedded Business Intelligence solution.
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Account onboarding is said to be like a goldmine for B2B SaaS organizations. In this blog, we look at the varied reasons that make account onboarding the shortest path to great account servicing.
14 Nov, 2022
Account planning is a crucial part of accounts management. In this blog, we have provided the information to keep account planning simple by offering a free template that you can download right away!
09 Nov, 2022
What are the top account management challenges and key challenges in client services? Let us find out in this blog.
02 Nov, 2022
Are you aware of how the augmented intelligence framework works for customer success and account management? If not, check out this blog today!
31 Oct, 2022
Client services teams have to undergo certain challenges in the B2B domain. In this write-up, we focus on such challenges and provide answers on how to overcome them in a hassle-free manner.
27 Oct, 2022
What are the account management best practices for B2B companies? Get AM best practices below.
26 Oct, 2022
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