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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Don’t miss an episode of the Customer Success Intelligence Podcast
Our annual survey captures the current state of CS Intelligence and automation.
Resources for new and seasoned Customer Success teams.
Features and SDKs you can integrate into your apps.
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Episode 8
14:58
September 30, 2022
Adam Wiedner
Customer Success Manager
Episode 7
31:04
September 23, 2022
Brandon Almendarez
Director of Customer Success
Episode 6
16:30
August 25, 2022
Srikant Chellappa
Founder and President, Engagedly
Episode 5
25:50
July 26, 2022
Jennifer Chiang
Head of Customer Success, Yup Technologies Inc.
Episode 4
44:52
July 20, 2022
Sue Nabeth Moore
Co-Founder, Success Chain
Jason C. Whitehead
Episode 3
1:00:14
June 1, 2021
Rick Adams
Founder & CEO, PracticalCSM
Excerpt from Episode 3
01:24
Jul 27, 2021
Net Revenue Retention (NRR) is a very valuable CS metric. However, measuring success over a longer term may require more sophisticated metrics such as Customer Lifetime Value.
1:35
CS organizations usually go from being more organic to more organized. However, even during the early days, there should always be a clear strategic vision and mission in place.
1:24
Jul 23, 2021
The C-Suite’s understanding of the CS leadership role—the playbooks they will execute, the ROI they will produce, and the support they will need—is key to making the right hire.
Alan Fecamp, Founder, Just Digital
2:04
Jul 12, 2021
A Customer Success Platform caters to the diverse business and customer intelligence needs of different stakeholders—starting from the CSM all the way up to the CEO and Board.
Get notified when new episodes of The Customer Success Intelligence Podcast are released.
In Episode 26, our CEO chats with Irit Eizips about the evolution of AI-Powered Customer Success.
Listen wherever you get your podcasts.
Current insights, resources, inspiration, and ideas that will help take your Customer Success team to the next level.
We survey CS Teams from all over the world to get their feedback on current industry trends and what they see for the future of CS.
See how SmartKarrot can help you deliverwinning customer outcomes at scale.