Utilize best practices instantly through out-of-the-box, customizable templates for everything from onboarding to advocacy.
Standardize processes and workflows for consistent customer experiences and outcomes—with no slips through the cracks.
Launch playbooks and assign tasks automatically to the right team members at the right time based on pre-defined criteria.
Effortlessly scale operations by empowering your team with prescriptive and timely guidance at their fingertips.
SmartKarrot Success Plays enable you to codify best practices, intelligently automate them, and consistently execute them for unparalleled success.
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.
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.
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.
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.
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.
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.
Create right operational view across financials, CRM, support and usage.
Get insights by phases, subscription
tiers and drill down by CSM portfolios.
Configure multi-category survey
and pulse feedback. Manage feature
feedback, CSAT, NPS using our
powerful trigger driven engine.
Drive adoption and usage
through the lifecycle.
Leverage trigger driven
Make this relevant for you.
Easy configuration across
parameters and phases.
Get granular. Create population
sets across accounts and
user base. Event, trigger,
demographics, device, browser.
We have you covered!
Every touchpoint matters.
in-application to make the
experience real time.
Manage your tech-touch
Easy configurations for
Who does what by when?
Create, manage and track tasks
across teams. Integrate your
task management tool for a
Stakeholder change, usage drop,
contract expiration, milestones
missed are all early indicators.
Create flexible and complex
Save time and effort while
managing, analyzing, and
optimizing your customer
interactions with touchpoint