Customer Success Team Solutions
Better understanding of your customers, all from one place
Seamlessly integrate customer success into your revenue team, and retain and expand happy customers.
Success Accounts
360° view of customers
Provide a single, holistic view of all your customers, their journey and desired outcome to every team. Monitor customer health and make it easier for your customer success team to identify risk and opportunity in your renewals, forecast churn and to track customer expansion.
Customisable Handovers
Accelerate onboarding & product adoption
Establish a positive start to a lasting relationship by seamlessly integrating your sales and onboarding handover process.
Create personalised pathways and tasks for your customer success team and customers to ensure smooth onboarding. Automate all onboarding communications with customer workflows.
Automated Workflows
Increase retention & scale customer engagement
Seamlessly manage customers through their customer lifecycle phases. Create different engagement pathways for each phase. Monitor and proactively react to at risk accounts with Health Check status.
Create segments to manage common traits and messaging. Constantly engage and communicate via the email, blog, social tools.
In-depth Customer Insights
Optimise renewal management
Confidently manage and forecast renewals with all of your customer data conveniently located in one place.
Provide your customer success team with in-built tools to create personalised renewal campaigns and reminders.Â
Customer Lifecycles
Drive customer expansion & upsell
Enable your client success team to proactively identify opportunities in your customer accounts and trigger actions to drive the conversation. Create custom upsell pathways and activities.
Churn and LTV
Identify churn trends with our key customer insights
Churn happens – but we need to learn from it. In real time, identify trends from the churn reasons and create corrective plans. Create proactive campaigns and target segments for the at risk groups. Track your churn rate, LTV and monitor the impact on MRR and ARR.