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!
Understand your customers interactions with your product and make informed product success decisions.
Define and track onboarding by phase, user progress, account, and portfolios.
Intelligence-driven, scalable insights for onboarding, adoption, retention, and revenue growth.
Handle this critical component of the post sales customer journey.
We aren’t just any Customer Success platform. We have the insights, imagination, and technology that others don’t.
Get a complete view of your customer and all their moving parts.
Deliver consistent customer experiences and repeatable success.
Create the right scoring system for your organization.
Create alert rules that are flexible.
Manage, analyze, and optimize your customer interactions.
Track your tasks easily by account, product, and outcome categories for better efficiency.
Create dynamic segment across accounts and users.
Drive adoption, upsell and cross-sell using extensive product data.
Automate your actions, alerts, playbooks and more.
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.
Improve decision making and actions for enhanced outcomes.
Unlock value from your data with our embedded Business Intelligence solution.
Meet the industry’s first virtual assistant (SIA) designed for customer success and account management.
Our core values, team, and community
Get in touch anytime.
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.
Discover the essential crisis playbook for Key Account Managers. Learn why preparedness is crucial and explore key elements of an effective crisis strategy.
Leading a team of being part of the team, preparedness for unforeseen contingencies stands paramount. They hold the weighty responsibility of ensuring client contentment, fostering growth, and maintaining the integrity of long-term business partnerships. The unpredictable nature of crises, be they operational, reputational, or external, renders them a significant threat to the stability and health of these critical relationships. Thus, equipping KAMs with a structured crisis management framework is no more just a nice to have— but it is an essential strategy to act or be proactive during potential disruptions and reputational damage.
If you don’t have a crises playbook or have a version of it and doubt it, keep on reading to know why having one is important.
Your crisis playbook is akin to a seasoned co-pilot, providing guidance during turbulent times.
Key Account Managers navigate business and people. At the heart of this toolkit lies the crisis playbook—a comprehensive guide designed to navigate challenges with precision and strategy. But what constitutes an effective playbook? Here, we dissect the fundamental elements that form a formidable crisis strategy for Key Account Managers.
An effective crisis playbook for Key Account Managers brings together foresight, strategy, flexibility, and introspection. Now that we know what is foundational to managing a crisis, let us begin crafting building a playbook.
Here’s a detailed breakdown of the steps involved in constructing a comprehensive and resilient crisis playbook.
Crafting a crisis playbook for Key Account Managers is not a mere administrative task—a strategic investment. More importantly, they empower their KAMs with the confidence and tools needed to navigate crises, safeguarding invaluable client relationships in the process.7
In the realm of key account management, being unprepared for a crisis is a luxury no organization can afford. A well-crafted crisis playbook is an investment in trust, reputation, and ultimately, the long-term health of the company’s most cherished client relationships. As the saying goes, “Hope for the best, but prepare for the worst.” Equip your KAMs with a crisis playbook, and you’re doing precisely that.
Shivani is a talented CS manager with the skillsets to elicit, scope and manage end-to-end B2B SaaS project delivery. She has a keen interest in depicting her learnings in customer success by writing resourceful blogs and articles.
Published October 25, 2023, Updated October 25, 2023
Gain a comprehensive guide to account risk management with insights. F...
30 Nov, 2023
Discover the Strategic Account Manager's playbook for long-term succes...
25 Oct, 2023
Gain mastery in Key Account risk mitigation through the guidance of pl...
Sign up for SmartKarrot’s newsletter.
See how SmartKarrot can help you deliverwinning customer outcomes at scale.