Proactively identify at risk and opportunity accounts.
Convert your trial customers.
Execute plans effectively for high touch and tech touch accounts
Track and measure onboarding phases.
Design various touchpoints for the onboarding phase.
Personalize the onboarding experience for stakeholders.
Create and manage tasks for cross functional teams.
Single simplified 360 view to keep your customers at the center.
Automate actions to improve productivity.
Influence users to use your product the right way.
Track key features and drop-offs.
Manage in-application guidance and product feedback.
Manage and influence each digital touch point positively.
Automate personalized reactions to customer behavior.
Manage experience across the journey.
Intelligent. Automated. Unified: Customer Success (CS) + Customer Experience (CX) + Product Experience (PX).
Retain revenue and drive account expansion with a comprehensive suite of customer success tools.
Create right operational view across financials, CRM, support and usage.
Get insights by phases, subscription
tiers and drill down by CSM portfolios.
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Make this relevant for you.
Easy configuration across
parameters and phases.
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Get granular. Create population
sets across accounts and
user base. Event, trigger,
demographics, device, browser.
We have you covered!
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Drive adoption and usage
through the lifecycle.
Leverage trigger driven
in-application guidance.
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Every touchpoint matters.
Configure multi-channel
communication including
in-application to make the
experience real time.
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Configure multi-category survey
and pulse feedback. Manage feature
feedback, CSAT, NPS using our
powerful trigger driven engine.
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Manage your tech-touch
customers end-end.
Easy configurations for
multi-channel touchpoints.
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Who does what by when?
Create, manage and track tasks
across teams. Integrate your
task management tool for a
seamless experience.
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Get real-time, actionable
intelligence to stay on top
of both risks and opportunities
so nothing slips through
the cracks.
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Drive repeatable success
and consistent customer experiences
with prescriptive, step-by-step
best practices from onboarding
to advocacy.
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CRM, Helpdesk, Product Adoption, Billing, Communication, Tasks – securely connect all of your customer data in minutes. The only platform to intelligently get product usage data in 1 click.
