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

    CONNECT WITH US

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