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.
Resources and insights straight to your inbox.
Do you want to scale enterprise intelligent automation across your organization? If yes, check out this blog today!
Our daily lives have transformed thanks to intelligent automation. The lethal combination of leveraging human workforces with digital workers to get enhanced performance and reduced costs with the help of Robotic Process Automation (RPA) is slowly becoming the norm.
According to a Deloitte survey of more than 520 organizations – more than 90% of respondents see immense value in pursuing intelligent automation.
Still, some organizations have yet to move in intelligent automation programs.
While it is heartening to see the growth in the usage of intelligent automation, when it comes to comparing with the total population, few organizations are maximizing the benefits of RPA (Robotic Process Automation) at scale.
So, why are so many organizations doing so well when it comes to scaling intelligent automation across organizations while many are struggling? This is a strategy you can form to improve how your organizations work. Successful, intelligent automation needs updated data, revised operations, and business processes.
Here are six key controls that can help you unlock the barriers to scaling intelligent automation. Organizations that use these keys will help you build a business process, realign with the company vision, and create holistic growth.
Automation or intelligent automation has proven to carry the potential to ensure business growth. The key here is the mindset. Customer success leaders and executives need to create the right mindset to scale enterprise intelligent automation. Having an automation-first mindset can help create a hybrid plan for achieving outcomes. This mindset can be developed if leaders in customer success help employees experiment with new technologies, grow options, explore boundaries, and take risks. You can automate tools if you have executive support. Driving mindset shift will help take on the problem from the grass-roots level and ensure that engagement is a continuous effort.
You can establish intelligent automation processes to scale it. You need to have a clear goals and objectives plan. The goals and objectives can be known when you have answers to a few questions-
Realigning the goals with RPA will help generate maximum output.
To unlock intelligent automation at scale, companies must know where and how value will come from. This will help make the right investments, spend time and prioritize automation. It is known that RPA is growing, but it is still new. This can cloud how the employees and executives view it. They may not see the value it generates beyond the existing set of processes.
If organizations do not experiment and automate the new or old process, the scaling does not happen and there is stagnation. This limits value from enterprise intelligent automation. To get the maximum value, companies need to look at intelligent automation programs in an end-to-end view.
The key for any company with scaling intelligent automation is by taking ownership. To effectively scale your intelligent automation program, you need to do more than have an employee-led approach. Companies must align their goals with roles and responsibilities in their enterprise automation. Some of the important questions include:
In these scaling operations, finding the right talent is the real issue. Organizations need the people, processes, and technology to enable high scale automation. This can mean hiring the right folks who are ready to try new technologies and have the readiness to learn. Closing this gap can lead to slower results and a time gap before one sees the return on investment. Automation helps scale organizations and unlocks business value. However, the key is the right talent with unique skillsets and the ability to experiment. This needs to be aligned with company goals and services.
Scaling an automation program requires significant momentum. You need to treat the program carefully to understand how new technologies work. This means you need to use the key of momentum here. You need to understand the true value of intelligent automation for enterprises and scale accordingly. This may require large-scale process changes and transformation.
To create this momentum, you need to consider all the keys mentioned above-
Sometimes, the momentum might not occur. In that case, you must not force it. You need to pause, reconsider options, rediscover, and establish a new program and plan.
To achieve the objective of driving intelligent automation beyond the trial phase and unlock the true potential of RPA, you must look across the enterprise. The world’s top companies have considered an effective change management strategy to unlock growth with intelligent automation.
You also need to maintain a common stance across all teams- digital, technology, marketing, and product to get the best benefits of outcomes at scale. COVID-19 has made intelligent automation a priority with remote teams and speedy delivery. While implementing new technologies, organizations tend to run in silos which can negatively impact growth and success.22
Scaling intelligent automation takes a lot of work. As you can see from the write-up, a lot of arduous work goes into scaling intelligent automation across organizations. The ideal process would be to bring in executive buy-in, allocate funds, ensure team members are aware and on track, secure sponsorship, monitor program performance, and implement the technology.
Published 12 Jan 2022, Updated 12 Jan 2022
What are the best strategies for leveling up your business? Let us try...
11 Aug, 2022
Here is our take on why surveys do not work as they used to before!...
08 Aug, 2022
Do you wish to learn how to curate and use well-designed online automa...
05 Aug, 2022
Sign up for SmartKarrot’s newsletter.
See how SmartKarrot can help you deliverwinning customer outcomes at scale.