Drive Customer
Success Proactively
A single platform connecting 360 view to actionable insights across the customer journey. An innovative approach to customer engagement, retention, revenue growth and life-time value.
End-end Features To Operationalize
And Scale Customer Success
360 insights
across systems
Configurable
health scoring
Touchpoint
management
Personalized
onboarding
Tasks
and alerts
Product adoption
guidance
Outreach
campaigns
Pulse
feedback
Customer Success Board
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
& Adoption
Easily track onboarding phases and adoption metrics. Drive adoption and feature announcements.
Automate Tasks,
Alerts & 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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Ready to see us in action?
Schedule a demo now!
