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 Create Your
360 View Of The Customer
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
PLAYBOOKS
(SUCCESS PLAYS)
Deliver consistent customer
experiences and repeatable success with step-by-step prescriptive best
practices.
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CUSTOMER
SURVEY
Configure multi-category survey
and pulse feedback. Manage feature
feedback, CSAT, NPS using our
powerful trigger driven engine.
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PRODUCT
ADOPTION
Drive adoption and usage
through the lifecycle.
Leverage trigger driven
in-application guidance.
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CUSTOMER
HEALTH DASHBOARD
Make this relevant for you.
Easy configuration across
parameters and phases.
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CUSTOMER
SEGMENTATION
Get granular. Create population
sets across accounts and
user base. Event, trigger,
demographics, device, browser.
We have you covered!
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CUSTOMER
CAMPAIGNS
Every touchpoint matters.
Configure multi-channel
communication including
in-application to make the
experience real time.
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CUSTOMER SUCCESS
AUTOMATION
Manage your tech-touch
customers end-end.
Easy configurations for
multi-channel touchpoints.
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CUSTOMER SUCCESS
OPERATIONS
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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EARLY WARNING
SYSTEM
Stakeholder change, usage drop,
contract expiration, milestones
missed are all early indicators.
Create flexible and complex
alert rules.
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ACCOUNT
INTELLIGENCE
Save time and be more proactive
and less reactive with over 20+
real-time, automated alerts, and
identify at-risk clients and growth
opportunities with ease.
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CUSTOMER
TOUCHPOINTS
Save time and effort while
managing, analyzing, and
optimizing your customer
interactions with touchpoint
management.
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