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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
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Get a complete view of your customer and all their moving parts.
Create the right scoring system for your organization.
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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.
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Getting customer success software? Here are the top ten such features that you should be looking at while making a worthy purchase. Read on to learn more.
Of the many words constituting the SaaS-niche dictionary, one with the most enriching vocabulary is customer success. A recent study by Gartner forecasted that the enterprise customer success industry will generate a yearly revenue of approximately $300 billion. With this, it seems difficult to grow as a SaaS business without customer success being a highly pertinent function of your industry.
Which brings us to this listicle endowed with the top 10 must-have features that an enterprise customer success software must consist of. Let us now look into each of these features in detail.
There is nothing like a well-designed and pre-strategized onboarding plan. Grab on to this first opportunity to receive immense traffic and deliver a stellar impression. Since customer onboarding is deemed as the foremost step, here you have the chance to set the tone for the rest of your future connection.
This is where your customers set an expectation from you. It is recommended not to promise beyond practicality at this stage and stick to reality.
The best part of an enterprise customer success software is how customizable is its customer experience. With this, it simmers down to retaining and engaging the customers at myriad touchpoints via super personalized interactions, that eventually convert into loyalty.
Aside from this, some of the sub-features such as automated notifications, evaluation of user behavior, and user-friendly dashboard makes it fitting for a prospect. Note the simpler your design is, the simpler it becomes for your clients to delve into your system.
Having a feature like upsell and cross-sell gives you the heads up about expansion and growth. It is always better for a B2B SaaS company to get ahead and start developing.
Timely identification of optimized accounts via the help of upselling is a great way to do that. Also, early indicators and real-time reports allow the user to execute, catalog, and observe account expansions.
It is crucially important to measure your growth in numbers and figures. That is when using industry-wide standard metrics come into play. In the Customer Success niche, some of them are monthly recurring revenue (MRR), customer lifetime value (CLV), annual recurring revenue (ARR) or Churn Rate, etc.
These metrics can showcase the impact that you are making – good, bad, or ugly. These quantifiable numbers denote your expected revenue budget and is a measure that tests your progress with time.
With a feature like integrated customer segmentation, your day has just become easier. This will permit you to segment your clients in an automated manner. Not just that, you can easily generate more user groups by imbibing with their behavior forms, demographics, and other factors.
And for all of this, you don’t really have to code. Once these customer segments have been created, this will organically refresh and render you with the exact facets meeting your guidelines.
How great would that be if you could evaluate the impact that your product has on your client’s business? Now make informed product decisions regarding flow funnels, heat maps, upgradations, and other milestones with a feature like product success.
Enabling the right enterprise customer success manager here would be even better, as, they can let you know how well the product has flared in the market.
If you are wondering that once you have onboarded the customer, you are off the hook, you are sadly mistaken. In fact, your work starts now. Depending on the volume of your client base, you may dig into a high-touch or low-touch customer engagement model.
Further, this will help your customers to use your product or service efficiently. Regular interaction with your customer ensures that they are engaged well.
It is of no surprise how vile the pangs of customer churn could be. Customer success early warning systems are designed in such a manner that they alert you whenever a user needs special attention. It can range from a customer with a deteriorating health aspect or can even be a cross-sell opportunity which is all set for renewal.
Enabling a 360 view of the customer empowers you to get 360-degree insight into your customer’s data. It gives you the opportunity to delve into their product usage, evaluate issues, access financial details and health points, task management, and emerging engagement trends. Over and above, you can filter, relevant data, and take necessary actions accordingly.
For any customer success software, having a feature of customer health score is a must. With this, you can easily evaluate what percent of your customer base into segments. the scoreboard lets you know on a meter of weak, moderate, or strong. Further, you can use and trace it as an action initiator.
It is a given that customer success platforms have groomed and grown over the years. With that, they have disseminated to go beyond the CRM tools which were once used in the past.20
Deploy these top 10 features onto your software and garner the best of customer satisfaction and sentiment. Moreover, these features ensure that your customers are veering into the right track. And, they will help give you a reality check of how well you are performing in the market.
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 Oct 2020, Updated 1 Sep 2022
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