Achieve your
RETENTION &
UPSELL GOALS
Empower CSMs, scale operations and bring efficiency to your customer success initiatives.
End-end features to operationalize
and scale customer success
Configurable health scoring
Touchpoint management
Personalized onboarding
Tasks and
alerts
Product adoption guidance
Outreach campaigns
Pulse
feedback
360 insights across systems
Easiest way for Customer Success
teams to achieve goals
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Comprehensive views
Drilled down portfolio views across health score, lifecycle and subscription tiers. Identify at-risk and upsell opportunities easily.
Touchpoint management
Create, manage and monitor customer touchpoints. Operationalize your high, hybrid and tech touch strategies.
Manage onboarding and adoption
Easily track onboarding phases and adoption metrics. Drive adoption and feature announcements.
Automate tasks, alerts and actions
Configure tasks and alerts. Enable the personalization engine and automate multi-channel campaigns.
A configurable, comprehensive
and easy-to-use platform
Configurable
Health Score
SmartKarrot’s configurable scoring allows you to prioritize & track accounts effectively. Easily drill down into at-risk or upsell potential accounts. You can also view by lifecycle stage and subscription tiers.
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Comprehensive
Account Views
Get comprehensive account data across revenue, support, tasks and activities in one screen. View by portfolio, individual accounts and overall organization. Configurable views offer additional flexibility.
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Usage Analytics
SmartKarrot allows feature adoption analytics across the user journey. It also allows you views at product level as well as account level. This aids product owners in assessing the usage trends for improved product adoption.
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Simplified
Task Management
Manage tasks for self and team. Use SmartKarrot’s task engine or integrate to existing task management tool right from your portfolio screen.
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in one place
To drive outcomes, it is necessary to view relevant data together
and in context.
We will make the right integrations for your business and your
outcomes.
SmartKarrot insights: Perspectives that transform
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Product Adoption: the key to SaaS success
The advent of consumer mobile apps has created new
Why Product Success Is a Precursor to Customer Success
How customers use and interact with your product trumps