Operationalize Customer Success Best Practices With Automated Success Plays

Leverage Best Practices

Utilize best practices instantly through out-of-the-box, customizable templates for everything from onboarding to advocacy.

Ensure Consistent Outcomes

Standardize processes and workflows for consistent customer experiences and outcomes—with no slips through the cracks.

Automate Team Workflows

Launch playbooks and assign tasks automatically to the right team members at the right time based on pre-defined criteria.

Gain Efficiency and Scale

Effortlessly scale operations by empowering your team with prescriptive and timely guidance at their fingertips.

Deliver Consistent Experience And Outcomes At Scale

SmartKarrot Success Plays enable you to codify best practices, intelligently automate them, and consistently execute them for unparalleled success.

Create And Automate Success Plays With Ease

Create Success Plays in just a few steps to automate your customer success best practices for any scenario your team regularly encounters. With processes already in place, you can create anything from a customer success onboarding playbook to playbooks for renewals or upsells and everything in between.

Use Templates For Easy And Consistent Processes

Start with existing customer success playbook templates or create your own to reuse and customize for each process. Templates will allow you to create new Success Plays in minutes and repeat those that are most effective.

Categorize Success Plays For Simple Organization

Create specific categories for your Success Plays so you can view, track and manage each Success Play and use different templates for each of your customer success playbooks. Customize your categories to fit your needs and add or change them anytime.

Assign Based On Your Criteria

Automatically assign Success Plays actions to the right team members at the right time based on pre-defined criteria (or manually, if so needed). Trigger playbooks based on powerful event-based criteria to always be proactive and never miss an opportunity.

Manage Success Plays And Assignees

View the number of Success Plays currently in use, the number of accounts impacted and how many CSMs have Success Plays in action for easy overall management of all of your playbooks.

Gain Insights On All Success Plays At A Glance

View the total number of Success Plays created, which accounts are impacted, which CSMs are involved, and the status of each category in one place. Always know where your team stands and how your Success Plays are performing.

SEAMLESS INTEGRATIONS

Connect your apps to get the highest quality health scores.

Seamlessly Integrate your apps into your team's workflows with SmartKapture.
+More!

Check Out Other Related Features

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.

Learn More

AUGMENTED
INTELLIGENCE

Improve customer success operations with humanized tech intelligence to deliver unparalleled outcomes.

Learn More

CUSTOMER
SURVEY

Configure multi-category survey and pulse feedback. Manage feature feedback, CSAT, NPS using our powerful trigger driven engine.

Learn More

PRODUCT
ADOPTION

Drive adoption and usage through the lifecycle. Leverage trigger driven in-application guidance.

Learn More

CUSTOMER
HEALTH DASHBOARD

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

Learn More

CUSTOMER
SEGMENTATION

Get granular. Create population sets across accounts and user base. Event, trigger, demographics, device, browser. We have you covered!

Learn More

CUSTOMER
CAMPAIGNS

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

Learn More

CUSTOMER SUCCESS
AUTOMATION

Manage your tech-touch customers end-end. Easy configurations for multi-channel touchpoints.

Learn More

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.

Learn More

CUSTOMER
TOUCHPOINTS

Save time and effort while managing, analyzing, and optimizing your customer interactions with touchpoint management.

Learn More

Faster onboarding.
Less churn.

Find out how.

Book a 30 minute demo with one of our customer success experts today.

    Join our community of successfull customers.

    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.