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Bring efficiency, add scale, and connect user behavior to personalized actions.
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
Define and track onboarding by phase, user progress, account, and portfolios.
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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.
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Drive adoption, upsell and cross-sell using extensive product data.
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Create surveys to get timely feedback from your customers.
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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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December 6, 2022
If we divide EXPANSION into closing deals and creating leads, the lead generation part… is a GREAT opportunity for CSMS to have a seat at the “Revenue Table” because Account Managers are not usually great at doing lead generation.
Paul is a speaker, consultant, and author. An abridged version of his latest book Income from Outcomes: Tap Into Unrealised Income from a Customer Outcome Program can be downloaded here.
Join Prithwi Dasgupta in his pursuit of Customer Success for All as he tracks the paths of trailblazers and unlocks founder insights. The Customer Success Intelligence Podcast is meant to spark conversation and ignite the CS community.
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