COMPREHENSIVE
CUSTOMER SUCCESS
- Increase Lifetime Value
- Target At-Risk Accounts
- Manage Touchpoints
- Automate Tasks, Alerts & Campaigns
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
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.
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.
Proud to be your Partner-in-Success
