360 customer insights

360-view of customer
data and insights in one place

A meaningful and actionable 360-view of customer that allows you to stay on top, assess risk, evaluate health, dive deeper, configure to your needs and take actions

#singleview #gosmart

360 view of customer

One view for your success

Get all your customer data and insights in a single view including health score, product usage, customer profile, task managament, support tickets, financial details and engagement trends.

configurable widgets to suit your
business and preferences

Configure and align dashboard widgets to get an effective and meaningful view that suits your requirement. See customer data by category, phases or CSMs. Set alerts for entire portfolio, accounts or event-based. Build ticket and task management view to present the most relevant data for you.

Action-oriented Dashboard That Lets You Execute Effectively

Dive deeper into insights and take actions straight from the 360-view dashboard. Extensive account feeds and alerts keep you well informed. SmartKarrot's powerful personalization and action engine allows you to seamlessly automate and execute.

Never Miss A Thing

See the entire history of activity and milestones for an account in a easy to consume timeline view.

Initiate action from within this screen and cover all aspects of your plan without truly missing a thing.

Check out other
related features

CUSTOMER
SURVEY

Configure multi-category survey
and pulse feedback. Manage feature
feedback, CSAT, NPS using our
powerful trigger driven engine.

PRODUCT
ADOPTION

Drive adoption and usage
through the lifecycle.
Leverage trigger driven
in-application guidance.

CUSTOMER
HEALTH DASHBOARD

Make this relevant for you.
Easy configuration across
parameters and phases.

CUSTOMER
SEGMENTATION

Get granular. Create population
sets across accounts and
user base. Event, trigger,
demographics, device, browser.
We have you covered!

CUSTOMER
CAMPAIGNS

Every touchpoint matters.
Configure multi-channel
communication including
in-application to make the
experience real time.

CUSTOMER SUCCESS
AUTOMATION

Manage your tech-touch
customers end-end.
Easy configurations for
multi-channel touchpoints.

CUSTOMER SUCCESS
OPERATIONS

Who does what by when?
Create, manage and track tasks
across teams. Integrate your
task management tool for a
seamless experience.

EARLY WARNING
SYSTEM

Stakeholder change, usage drop,
contract expiration, milestones
missed are all early indicators.
Create flexible and complex
alert rules.

Ready to see us in action?

Schedule a demo now!