Customer Success Automation

Add Scale And Bring Efficiency With

Customer Success Automation

Automate your actions, accounts alerts, internal and external communication, notifications, surveys, referrals and much more to manage your tech-touch.

#efficiencyplusscale #gosmart

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Automated account feed

Automate Your Alerts And Triggers
To Stay Notified Real-time

Customer success automation for your alerts based on every events, accounts or CSMs and access under notifications on your dashboard. Automation allows CSMs to scale sneak-peak into all of their accounts in no time.

Real time customer success automation
Trigger based automation

Send Automated
Notifications and Emails

Create segments or user groups to automatically notify and communicate based on their journey or usage behavior for meaningful engagement. Leverage variety of templates to automatically communicate across various mediums.

Schedule Referrals And Survey Communications
For higher Effectiveness

This powerful but simple engine is what will drive your tech-touch automations. Create complex rules, isolate behavior patterns and create automated multi-channel touchpoints.

Customer success survey automation

Check out other
related features

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PLAYBOOKS
(SUCCESS PLAYS)

Deliver consistent customer
experiences and repeatable success with step-by-step prescriptive best
practices.

Learn More LEARN MORE
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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
CAMPAIGNS

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

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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
HEALTH DASHBOARD

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

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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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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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Ready to see us in action?

Schedule a demo now!

    Resources & Insights

    NEW MICRO-PODCAST!

    Customer Success Intelligence Podcast

    In Episode 26, our CEO chats with Irit Eizips about the evolution of AI-Powered Customer Success.

    Listen wherever you get your podcasts.

    View Episodes

    Articles & Blog

    Current insights, resources, inspiration, and ideas that will help take your Customer Success team to the next level.

    View Blog

    Customer Success Surveys

    We survey CS Teams from all over the world to get their feedback on current industry trends and what they see for the future of CS.

    View Results

    Take SmartKarrot for a spin

    See how SmartKarrot can help you deliver
    winning customer outcomes at scale.

      GROW WITH THE MOST INTELLIGENT CUSTOMER SUCCESS PLATFORM

      Predictive. Prescriptive. Automated.