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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.
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Get a complete view of your customer and all their moving parts.
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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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Trouble finding the right business intelligence automation platform for your organization? If yes, check out this blog wherein we have provided a list of SaaS business intelligence platforms to make your task easier.
01 Dec, 2021
An intelligent calendar is a must in today’s busy work life. In this blog, we discuss how intelligent calendars can help you save time.
A framework for Customer Success Leaders spanning CS priorities, program, tools, and team to deliver exceptional outcomes.
24 Nov, 2021
The subscription economy has changed the dynamics of the B2B industry. In this write-up, we look at why being customer-centric is the only option left for businesses to survive in the subscription economy.
Read everything you need to know about intelligent automation and why IA is the future of business automation.
23 Nov, 2021
Here are time-tested customer success email templates for CSMs that will help maximize customer retention and boost trial-to-paid conversions
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