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.
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
September 30, 2022
Customer Success Manager
September 23, 2022
Director of Customer Success
August 25, 2022
Founder and President, Engagedly
July 26, 2022
July 20, 2022
Sue Nabeth Moore
Co-Founder, Success Chain
Jason C. Whitehead
June 1, 2021
Founder & CEO, PracticalCSM
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.