COMPREHENSIVE

CUSTOMER SUCCESS

  • Increase Lifetime Value 
  • Target At-Risk Accounts
  • Manage Touchpoints
  • Automate Tasks, Alerts & Campaigns
WATCH THE PLATFORM IN ACTION




EASY-TO-USE AND COMPREHENSIVE PLATFORM

360 Insights across systems

Configurable health scores

Touchpoint management

Personalised onboarding

Tasks and
alerts

Product adoption guidance

Outreach campaigns

Pulse
feedback

360 insights in one view

Customise your views with configurable widgets.
Create a holistic picture across revenue, tasks, tickets, and sentiment

Summary of
portfolio for
CSM

Financial
Summary

Accounts
trends and
high / low
performing
accounts

Tasks and
tickets     

data        

All account
activity       
under one 
feed           

Feature     
usage        
data to      
drive         
adoption 

Configurable account health score

Configure your account health parameters and associated weightages. Drill down into at-risk or upsell accounts.

Simplified task management

Create and track tasks for yourself
and your team.

Monitor accounts by phases

Track accounts by health
and phases.

Track financials

Track MRR, ARR, target and churn data. Integrations with underlying systems can push/pull data.

Comprehensive set of actions to achieve desired outcomes

Configure and automate multi-channel communications & pulse surveys.
Manage your end user touchpoints and control the outcome.

Multi-channel communication

Automate and create trigger driven communication campaigns to drive personalised experience.

Extensive pulse & sentiment surveys

Create in-app feature feedback, NPS and other surveys from right within the platform.

Create pre-emptive alerts

Configure and customise your early warning system.

Hyper-personalisation at your fingertips

Context is the key. Create granular population sets basis rules that you set.

integration_logos

DO YOU WORRY ABOUT 360 CUSTOMER VIEW?

Comprehensive Customer Success is impossible without a 360 view. Identify right data, right representation and right impact to drive your metrics and actions.

We have you covered with our push and pull APIs.

You can achieve a lot with SmartKarrot

  • Identify at-risk and upsell accountsTrack 360 customer details, view your portfolio by lifecycle and subscription tiers.
  • Manage onboarding Set personalized onboarding goals, track activities and milestones.
  • Monitor and drive adoption Track feature usage, intervene and drive better adoption.
  • Simplify tasks and actions Create customer touchpoints and run automated campaigns at scale.
We would love to connect and share more

Proud to be your Partner-in-Success

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