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.
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.
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related features
PLAYBOOKS
(SUCCESS PLAYS)
Deliver consistent customer
experiences and repeatable success with step-by-step prescriptive best
practices.
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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.
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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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