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.
July 28, 2022
Head of Customer Success, Yup Technologies Inc.
Your first few hires should be Renaissance CSMs: multi-skilled, hustling, gritty, thinking outside the box, and not feeling stuck in processes (or the lack of it).
CS team members, you mentioned, you know, hiring and scaling. So, there are team members who are fit for larger organizations, very structured processes, you know, uh, very defined way of working. Less creativity, but you know, very, very well-oiled engine. And then there are, uh, you know, more of these smaller organizations, the startups, the mid-sized organizations, where there is a lot more activity, lot more innovation and creativity, and you have more leeway and less on the process side. What are the traits of the first few CS team members you hire? What, what are some few traits you will look at?
I mean what a great question, because this is actually one of, one of my mistakes, uh, early on in my CS career was hiring, um, you know, for, you know, what I think would be the best person, but as actually for, you know, when we were huge, not for when I, when I needed her right now.
Um, and. And I think Andreessen Horowitz actually has this, like, um, the, this, I mean idea, um, called like the Renaissance and they, these are for sales, but I think it’s very applicable here, um, for CS as well as like the Renaissance salesperson. So, you can see like a Renaissance, um, CSM. And I think that is exactly what you need for early stage. Your first, you know, four or five CSMs should all be what we call Renaissance. Then what does that mean? Kinda, to break it down. It’s like you want someone who’s a little bit more Jack of all trades, but really hustling, really gritty, really trying to think outside the box and not doesn’t feel stuck in processes.
And if anything, they’re excited by a lack of process. They like looking to the best being like, wow, there’s nothing here, let’s go, like that energizes them.
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.
Follow along and share your thoughts.
Share this Episode
Subscribe to the Podcast
Get notified of new episodes of The Customer Success Intelligence Podcast
February 23, 2024
Head of Customer Success - APAC
February 22, 2024
February 21, 2024
February 20, 2024
February 16, 2024
February 12, 2024
In Episode 26, our CEO chats with Irit Eizips about the evolution of AI-Powered Customer Success.
Listen wherever you get your podcasts.
Current insights, resources, inspiration, and ideas that will help take your Customer Success team to the next level.
We survey CS Teams from all over the world to get their feedback on current industry trends and what they see for the future of CS.
Sign up for SmartKarrot’s newsletter.
See how SmartKarrot can help you deliverwinning customer outcomes at scale.