Intelligence-driven, scalable insights for onboarding, adoption, retention, and revenue growth.
Understand your customers interactions with your product and make informed product success decisions.
Bring efficiency, add scale, and connect user behavior to personalized actions.
Define and track onboarding by phase, user progress, account, and portfolios.
Identify, monitor, and execute timely account expansions with real-time reports and indicators.
Proactively identify at-risk customers and prevent churn using automation, early warning insights, and more!
Optimize product usage by monitoring in-depth user data and receiving actionable insights
Improve decision making and actions for enhanced outcomes.
Get a complete view of your customer and all their moving parts.
Create the right scoring system for your organization.
Deliver consistent customer experiences and repeatable success.
Increase your productivity real-time, automated alerts.
Create groups across accounts and users.
Drive adoption, upsell and cross-sell using extensive product data.
Reach out to groups of customers when you need to.
Create surveys to get timely feedback from your customers.
Automate your actions, alerts, surveys, and more.
Create and track tasks across teams.
Create alert rules that are flexible.
Manage, analyze, and optimize your customer interactions.
Proactively uncover key insights and receive data-driven recommendations for your team.
Transcribe your calls and catch key phrases used by customers to trigger actions.
Get status updates, warnings, and extensive reports at the right time so you can make effective decisions.
Create, monitor, and automate comprehensive Playbooks for every scenario.
We aren’t just any Customer Success platform. We have the insights, imagination, and technology that others don’t.
Our core values, team, and community
Come work with us!
Get in touch anytime.
Employee success drives customer success.
Don’t miss an episode of the Customer Success Intelligence Podcast
Our annual survey captures the current state of CS Intelligence and automation.
Resources for new and seasoned Customer Success teams.
Still undecided? We can help!
Features and SDKs you can integrate into your apps.
Calculate the potential ROI you could achieve with SmartKarrot CS.
What looks like a self-service customer knowledge base for customer success? And how do we get to create one? Get started with this blog and find your answers.
You just woke up from a nightmare. You are rushing to the office and you see a sea of traffic in front of you. You reach your office 15 minutes late and find out that the elevator stopped working this morning. You sit down on your desk and now have to hear complaining customers yelling at the top of their voice, on the other side of the phone, for the next eight hours.
That picture does not seem as pretty as it should look like, does it? Times like these can be super frustrating when you see yourself buried in support tickets and live chats. Finding yourself answering the same queries again and again after a rough day can be excruciating.
Now, is when the question pops up in your head, ‘How can I address more customer queries in lesser time with an enhanced level of quality? Is there any way to scale up customer service?’
The answer is simple! Enter customer education, or as they say in customer term vocabulary, customer knowledge base. At its core, no matter the purpose, a knowledge base solely supports the customers to ascertain solutions and attain success in their efforts. Let us dig into the world of knowledge base to get started.
A knowledge base is a self-service customer success library that renders all the information about a particular product, feature, topic, or FAQ (Frequently Asked Questions) in general. Aside from being a reservoir of help center articles, it also caters to user forums, white papers, video tutorials, glossaries, and how-to blogs.
Essentially, anything and everything that aids a customer to better understand your product that comes under the knowledge base. This way, they can simply extinguish one of their basic queries here and opt for a support executive in case of an urgent one. According to a study by Forrester, it is confirmed that 90% of the customers prefer getting an immediate response via a knowledge base over the other self-service channels for their queries.
Although creating a knowledge base is no rocket science, making it overtly simplified or drafting it without a firm strategy will do more harm than good. For starters, the customer has to actually be able to trace solutions to their questions. This requires the right mix of design, expertise, architecture, and even content to assist the customer in the best way. Let us look at some of the ways of making that happen.
The top-performing companies use a dedicated, standard format that is consistent with their knowledge bases. Moreover, it looks pretty neat and easier for the customers to sail through the articles. Priority should be given to the ones which are the most popular, sifting them on the home page and making them prominent. Look at this example here from Evernote’s Knowledge Base that gives the users to navigate by the categories – Getting Started, Troubleshooting, Tips & Tutorials:
It is time to start optimizing the content process and zero in on the writing aspect. Here, all you aspire for is to lure the readers in and give them a descriptive solution to their query. That begins with a sharp and strong headline, lucid instructions or body, links to informative resources, and seamless readability.
The whole purpose of the knowledge base is to let your customers find the answers to their queries without taking help from the support team. Therefore, your content should do all the talking and should be comprehensive at all times with simple language, relevant keywords, right spacing, and tonality too. You may also add a featured topics column for the top user concerns, where you can explore by topics. Peruse this example from Moz here:
Not all your customers would like text-heavy pages, and neither do they have the time to go through them line by line. Some of them might be visual or auditory learners too. Give the customers what they would like to see. Be it an informative infographic, an interesting video, a relevant screenshot, or a feature overview. All of these will give a break from blocks of text and will allow the customers to stay on the page longer. Moz has a separate page on video series that helps the beginners with some of the How-to’s. Watch.
Your knowledge base should be your customer’s Google on your site. Try to club in anything and everything that can possibly be a query of the user. By covering a multitude of topics, you lessen the number of calls your support team delves into. This freed time permits them to zoom in on the rather complicated or urgent issues first.
But then again, touching upon all the concerns should be your goal but not a priority. Focus on addressing the basic yet significant ones first and then you can expand your wings further. On that note, make it a point to categorize the whole lot as per their distinct features or functions just like the knowledge base at Decibel Insight:17
Source: Decibel Insight
Though customer knowledge base is no daunting task, it doesn’t mean it won’t need substantial strategizing and planning. A well-maintained knowledge base will help in reducing costs, augmenting customer satisfaction score and rev up your ROI as well. Moreover, it lets you focus more on proactive issues like customer education and empowerment and not on some basic support affairs. This shift if done seamlessly can give rise to a huge organizational win. If you are on the route to start a knowledge base, try these aforementioned tips, to begin with – and you will surely find it easy to glide through.
Simran hails from the content marketing backdrop with extensive knowledge in blogs, articles, and technical whitepapers in the non-fictional domain. She uses her ‘gift of the gab’ to explore new possibilities on her way and to make an exquisite impact on her readers. In her spare time, she likes to read journals on artificial intelligence or play with her cute kittens.
Published 27 Apr 2021, Updated 12 May 2021
What changes do you need to incorporate into your customer success/acc...
27 Sep, 2022
Customer success teams always try hard to improve customer health scor...
23 Sep, 2022
Here is a list of free NPS software and NPS calculators that are avail...
22 Sep, 2022
Sign up for SmartKarrot’s newsletter.
See how SmartKarrot can help you deliverwinning customer outcomes at scale.