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.
Features and SDKs you can integrate into your apps.
Calculate the potential ROI you could achieve with SmartKarrot CS.
This Article is devoted to busting top 7 customer success myths which might be misleading to customer success leaders and executives. #1 There is a Perfect Ratio of CSMs to Customers Conventional wisdom says that you need a CSM for every $2 million in annual recurring revenue. However we believe
This Article is devoted to busting top 7 customer success myths which might be misleading to customer success leaders and executives.
Conventional wisdom says that you need a CSM for every $2 million in annual recurring revenue. However we believe it depends heavily on your product, your customer segment, and your CSMs. The goal is to have enough CSMs to adequately service your accounts without spending unnecessary resources, the number circulating in the market should be used as an initial guidance, at best.
NPS can be useful as an indicator only if you can get a heavy percentage of your customers to respond, or at least a good spread. Unfortunately, many customers show dissatisfaction by not participating in the NPS survey itself, hence skewing the nos. So unless CSMs have great connect to get enough NPS poll responses, this metric can not be counted upon (at least in SaaS) as a leading & independent indicator of retention.
Your milestones are designed to track your progress, to ensure you are making meaningful progress towards your goals. As a Customer Success Manager, try instead to spend time tracking your customers’ success milestones, and help them in any way possible to monitor, stay on track and achieve their Milestones.
Some think that Customer Success should be high-touch great support all the time. But that’s missing the point entirely. The best support is when the customer doesn’t need your support at all. Well designed products and customer education that helps customers fend for themselves most of the time, is what one should try to achieve.
Best practices can often help hasten your learning. But, when it comes to what works best with your specific customers, there is no ‘one size fits all’ playbook. Customer Success is a mindset, not a recipe. Your Best Practices should be 100% unique to your company, formed around helping your target audience achieve their ideal outcomes.
The change in vocabulary from “sales cycle” to “customer journey” was useful as it indicated that customers start long before they reach your website or your product page. However, the more appropriate term to focus on might be “adoption journey” which covers the ground after the consumer has purchased, following their lifecycle to improve retention through customer success.
There are two situations where you might not want to control customer churn:
Do read through and share with us on any customer success myths we may have missed in comments below. You can also download a copy. 9
Rohan has over 11 years of experience in client services, marketing and hospitality field. Previously, he was head of digital marketing for a hi-tech mobile application. Rohan is driven by new challenges and the possibility of making an impact on individuals and businesses.
Published 19 May 2020, Updated 22 Jun 2020
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.