Articles & Blog
Current insights, resources, inspiration, and ideas that will help take your Customer Success team to the next level.
Easily Identify Red Flags
Know when an account’s at-risk so you can address any potential issues before they churn.
Pinpoint Growth Opportunity
Get insight you can use to help your customers value your product when you notice positive changes in their account.
Optimize Your Time
Spend less time hunting for information and more time engaging and communicating with your customers with real-time updates.
Keep Everyone In The Loop
Ensure that everyone on an account is informed of any changes with timely notifications.
All the moving parts served on a platter
With SmartKarrot, get intelligence that’ll help you be more attentive to your customers’ needs. No need to hunt for information anymore
Real-time intelligence
See exactly how much change has occurred in your customer’s account daily, weekly, or monthly with over 20+ alerts. Stop spending your time in gathering data and start focusing on what you do best - helping them succeed.
Customize intelligence based on your needs
Get automatically notified when some or all your accounts’ activities fluctuate. Easily set what you want to be monitored and how to suit your needs. With custom triggers, stay updated on when renewals are due, if key personnel leave, and more in just a few clicks.
Identify risk and opportunity at-a-glance
Always know if your customers are close to churning or when an opportunity arises. And with customer account intelligence, get an in-depth view of how accounts change, by what percentage, their latest health score, and much more tailored to each intelligence. Get the insight you need in less time and with less effort.
Keep everyone involved, informed
Minimize misunderstandings, increase productivity, and get everyone involved in the customer’s account on the same page with timely, up-to-date intelligence via email or SMS notifications.
View only the data you need
Save time with filters. Easily focus on specific alerts to give you a bird’s-eye view of what’s going on in each account so you can know what steps you need to take next. With customer intelligence, never waste time hunting for the information you need, again.
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PLAYBOOKS
(SUCCESS PLAYS)
Deliver consistent customer
experiences and repeatable success with step-by-step prescriptive best
practices.
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Augmented
Intelligence
Improve customer success operations with humanized tech intelligence to deliver unparalleled outcomes.
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360 VIEW OF
CUSTOMER
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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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.
LEARN MORE 
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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CUSTOMER
TOUCHPOINTS
Save time and effort while
managing, analyzing, and
optimizing your customer
interactions with touchpoint
management.
LEARN MORE 
