The Most 5 Beloved Rising Customer Success Platforms in 2022, According to Reviewers
• create a single source of truth aggregating customer information from different sources.
• set health scores per segment or price plan.
• automated alerts for specific scenarios.
• customer 360-view with all client’s engagements, feature usage, previous conversations with Support, payment history, and more.
• user-friendly and customizable interface.
• you can track support tasks, opportunities
• transfer of knowledge between team members.
• monitor account health, add notes, track your tasks, and record any customer milestones.
• integrates with many CRMs like SalesForce and Looker to gather all customer information in one place.
• automated alerts, easy to capture notes, easy to update fields
• build a CSM dashboard with the status of Onboarding, escalations, customer health, upcoming renewals.
• easily integrate with Salesforce and G-Suite
• personalized experience for customers through customizations, segmentation, and automation.
• engagement and health score sections to track meeting and account history.
• contract information, revenue tracking, reporting.
• 360-degree view of the customer journey with the ability to segment by customer health score, customer pulse, and engagement.
• easy integration with other CRMs and Slack, Hubspot in particular.
• the collaborative Customer Onboarding Platform
• user-friendly Project Plan functionality and collaborative Spaces
• track all customer communications in one place
• task page to track all the previous conversations
• instant chat feature
• customize each project to match the customer’s branding
• ramp up new customer success reps faster
• templates and dynamic task templates
Founder, TopCSjobs.com & The Customer Success Café Newsletter
Hakan Ozturk is a Paris-based Customer Success leader with over 15 years of experience in the computer software industry. Passionate about driving growth and delivering value to strategic customers, Hakan has established himself as a trusted industry expert. As the Founder of The Customer Success Café Newsletter and TopCSjobs.com, Hakan provides valuable industry insights and daily-updated job opportunities worldwide in the field of Customer Success. Connect with Hakan to unlock your company’s potential for success.