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.
Here’s our take on SmartKarrot’s CS Reporting functionality and how it has become an indispensable feature for CSMs.
Data is the key to improving performance and enhancing the customer experience for every customer success manager. SmartKarrot offers dedicated tools to help companies scale their customer success plans and grow. The latest customer success reporting feature from the SmartKarrot stable is designed to help companies be flexible, powerful, and simplify customer success.
Customer success reporting tracks customer engagement analytics to help customer success managers, support managers, and service teams strategize and improve customer engagement, customer experience, and enhance their product adoption. Customer success reports help SaaS companies and subscription service companies keep track of customer engagement, product usage metrics to make improved and informed business decisions.
SmartKarrot’s customer success reports help you optimize team efficiency, track how customers are doing, judge effectiveness, and see how an account is performing at large.
The reporting tool is created to offer insights based on real-time data to get clear visibility on customer success processes. You can monitor customer success initiatives with a rich, real report and share findings with top management, stakeholders, and executives.
The dashboards are easy to use. You can see how the CSMs are performing, add features, and organize plus share information the way you like.
You can explore your customer data with pie charts, graphs, charts and see all customer-related information without touching a spreadsheet. This helps improve onboarding and engagement with customers based on data-driven corrections.
Analyze churn rate, conversion rates, CSAT metric, customer lifetime value, and recurring revenue with country, product, and playbook-specific details. Find answers to critical questions like-
You can find data-driven answers with customer success tracking through SmartKarrot reports.
To get a 360-degree understanding of the customer account, a CSM can see a bunch of reports. For an overall understanding of the state of customer success, a CSM gets an overview of-
The other types of reports on SmartKarrot are the ones every CSM should look into. Known as canned reports, these templates are the must-haves for any CS team looking to improve their operations or strategy.
This report shows how every CSM has performed every quarter on parameters like MRR, upsell, down-sell, new, or churn. You get an exact idea of how the revenue is flowing and where the trend is. The report analyses the same for every CSM and even compiles all the data to give a holistic idea of revenue performance.
CS teams can get the right information about churn at their fingertips. You can filter by country, category, health score, subscriptions, success plays, and phases. You get a deep dive into how many accounts churned and the collusive impact on ARR.
You can see how customer health metrics are performing for the company. You can also focus on problem areas to get an in-depth insight into the customer, country, or category.
While using any product, a customer may have some questions and queries. In that case, a customer usually raises a support ticket. This support ticket is then handled by customer service staff and resolved. This report helps you see what those tickets are and by whom. A CXO can see which areas need improvement from the experience angle.
NPS or Net Promoter Score is a benchmark to understand how the business is performing with respect to customer retention, customer satisfaction, and customer loyalty. “How likely are you to recommend this company to others?” is the simple question that is asked. In SmartKarrot’s reporting feature, you can see the NPS trend and improve it.
You can also see how NPS compared to NRR or Net Retention Revenue. This will help you compare the giant metrics of customer success.
A lot of customer success heads and managers look for two things- revenue expansion and account engagement. This pocket of data brings that to you in a simple format. You know how the account is being engaged, who is engaging with it and when. You can also see expansion revenue corresponding to the account.
Net Recurring Revenue growth is the portion of the revenue expected to continue and recur in the future. This is considered predictable and stable to a level. The reporting feature lets you know if the growth can be accelerated or sustained.
This report helps you understand the revenue trend. How much revenue is lost, gained, upsells, down sells, and churn. You can see how accounts are performing month-wise.
Tickets trend report simplifies ticket statuses for CS teams. You can see which tickets came in, open tickets, and accounts impacted. This pattern can be seen for all the accounts in the database. You can also see the health scores of the account to prioritize tasks and ensure satisfaction.
Customer touchpoint management has been noted as the most important aspect of customer engagement. You need to keep track of all the touchpoints you have had with your customers. This can include online meetings, in-person meetings, engagement emails, or other forms of engagement like social media, surveys, or telephonic. A CSM can view all this information in a single sheet and relate it to the health score to understand the effectiveness. You can also filter as per country, category, and subscription to get insights into touchpoints.
Apart from that, a CSM can create custom reports in preset report templates of their choice. A user can change the title, use different patterns, add tags, custom fields, create visualizations for a custom report.
This can be done for nearly 30 data sets, including alerts, surveys, campaigns, product adoption, user engagement, task and project, account segment, and many more.
Customer success teams can make use of this smart feature to ensure customers are happy with the product and its performance.
Reports help in forecasting renewals. Renewals are the lifeline of LTV. Reports help simplify metrics like churn rate, customer lifetime value, ARR/MRR. This makes it clear to the account manager about a downgrade/upgrade. You can minimize business risk by taking prompt, data-centered action.
Predicting customer behavior with reports will help identify high-value customers. You can perform activities to provide customers with a better experience.
CS teams can sort data using advanced filters, save time, and create custom reports for specific usage. You can also deep dive into accounts, CSMs, and engagement information.
Reports simplify things for customer success managers. It also ensures all the data they need is at their fingertips. This makes them accountable and improves results.
You can export every report in the format you choose. You can even print it out, digitally store it, or share it on Microsoft PowerPoint.33
Customer success management is a tough job and can be made simple with the right tools. The reporting feature of SmartKarrot helps CSMs ease through the process of generating growth. You can ensure CSMs are productive, data-oriented, and have all the information they need to engage customers better. Enhance and manage your customer relationships with a smart reporting tool. Leaders are not in the dark anymore as all the customer data is simplified in easy-to-understand reports. To get the must-have customer insights, get in touch.
Published 2 Feb 2022, Updated 2 Feb 2022
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.