COMPREHENSIVE
CUSTOMER SUCCESS

  • Increase Lifetime Value
  • Target At-Risk Accounts
  • Manage Touchpoints
  • Automate Tasks, Alerts & Campaigns
Watch the
platform in action
Top rated vendor

EASY TO USE &
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
Customize your views with configurable widgets.
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.
Monitor accounts by phases
Track accounts by health and phases.
Simplified task management
Create and track tasks for yourself
and your team.
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.
Proud to be your
Partner-in-Success
you can achieve a lot
with smartkarrot
Identify at-risk and upsell accounts
Track 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.
We would love to
connect and share more
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
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Send in your queries, we'll be
happy to share more details