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.
Get new jobs sent straight to your inbox.
It’s easy to think of customer success management as an ongoing dialogue between a SaaS customer and an assigned Customer Success Manager (CSM). However, this mindset highlights the critical difference between account management under a traditional sales model and the type of relationship-based
It’s easy to think of customer success management as an ongoing dialogue between a SaaS customer and an assigned Customer Success Manager (CSM). However, this mindset highlights the critical difference between account management under a traditional sales model and the type of relationship-based customer success management necessary for SaaS company success. Customer success results when an organization derives measurable value from a SaaS product. To achieve this value, behavior within the organization must change, and the best way to influence this change is to leverage collaboration among CSMs and all employees at the company delivering the SaaS solution.
Organizations can suffer
from the constraints of siloed departments and misalignment of department
goals. It’s common for sales to focus on prospects, engineering to focus on
products, and so on, but customer success management does not thrive in a silo.
Customer success requires a holistic customer view, and such a perspective
necessarily involves multiple components of an organization, from how a product
is sold, to how it is delivered. This also means that individual CSMs should
work together to reach individual and mutual goals. Customer success is
everyone’s priority at a SaaS company, so the entire team should work together
towards customer goals.
Enabling customer success goals across an organization is only part of the challenge. Customer success departments can benefit from increased interaction and communication from one CSM to the next. When a SaaS provider’s CSMs collaborate, it is much easier to create customer relationships that endure (and resist churn.)
A common goal among SaaS
companies is taking customers through onboarding to successful implementation
and adoption of the SaaS product. The road to optimal use, however, can be
challenging to pave. If a customer struggles with getting the most out of a
product, past experiences with other customers can often be quite helpful.
These past experiences can also guide onboarding and other crucial stages of
the customer lifecycle.
CSMs can share experiences with customers to ensure quick wins. During the first 90 days, achieving measurable results from a solution helps ensure customer retention. This approach is collaborative, shares knowledge, and builds upon past successes. Past customer experiences can also illustrate the benefits of add-on features. Upselling customers is much cheaper than acquiring new accounts, so enriching existing customer relationships helps SaaS providers grow.
Collaboration is a popular and growing work trend. More people use collaboration tools today, and for good reason. Collaboration helps move efforts forward through shared knowledge, and the benefits of a joint strategy. Customer success departments can capitalize on their think tank, delivering efficiencies, and more exceptional customer experiences. The only question that remains is, how can CSMs access the most information to fuel their collaborations?
While some forms of product or customer experience knowledge come from CSMs experiences with past customers, true insights come from actual customer activity. We’re not talking about raw information, but rather contextual data that is highly relevant to customer success, obtaining this sort of data requires the right insight tools.
With a customer success management platform, SaaS providers can tap into customer behavior along their journeys, from onboarding to beyond, identifying various metrics that reflect progress towards customer success goals. These platforms provide dashboards, collect metrics that offer value, and help CSMs share information that is easy to digest and diagnose. A customer success platform is the foundation of successful CSM collaboration.8
Helpful features include 360-degree insights, customer health scoring, task, and alert scheduling, adoption guidance, and feedback. With the right tools, SaaS providers can immediately view the customer journey at any time. CSMs can quickly see if the customer is getting the most out of the product, and this simplicity makes it easy to collaborate. More hands can be on deck when needed, with less of a ramping-up period. It’s not so much should CSMs collaborate, but rather, what tools are required to fully leverage collaboration. A Customer Success Platform helps SaaS providers operationalize customer success and enable collaboration among customer success teams. SmartKarrot provides end-to-end insights into customer behavior and the ability to collaborate on customer success initiatives. Its configurable health scoring means any team member can easily get a clear picture of the customer. And with outreach campaigns and personalized onboarding, customers hear a consistent voice that guides them to success.
Rakhin has over 10 years of experience driving business development and client services. In his prior roles, he stayed close to customers to understand their requirements and help them achieve their business goals. He is passionate about customer success.
Published 27 Feb 2020, Updated 27 Oct 2022
Augmented intelligence has become a crucial factor for success in cust...
06 Dec, 2022
In this blog, we will comprehensively discuss IDEM, a framework that a...
02 Dec, 2022
Land and expand strategy is a relatively fresh concept in the customer...
22 Nov, 2022
Sign up for SmartKarrot’s newsletter.
See how SmartKarrot can help you deliverwinning customer outcomes at scale.