A Customer Success Platform is the perfect tool to obtain key insights on all customer and user interactions with your business and can help you deliver a better experience to your customers. While choosing a customer success platform that is best suited for you can be tricky, we’ve collated a set of questions and divided them into segments so you can easily evaluate the best Customer Success Platform for you.
Ask them for details about the platform
- What is the USP of your platform? How does it stand different from others?
- How will it help to ease my CS operations?
- How does your platform calculate customer health scores?
- Will it help me track data from all customer touchpoints?
- Can I add my unique success metrics to your platform?
- Can I collaborate with other team members on customer issues through the platform?
- Do you have a competitor feature comparison sheet? If yes, could you please share it with me?
Pricing is important!
- What does the pricing structure look like?
- What is the initial cost, and would it change as we grow and scale?
- Is the pricing user/seat-based?
- Are there any additional costs involved? If yes, what are they?
What about integrations
- Can your product integrate with all major applications? (Make sure you have a list of all the key apps you use to track customer data)
- How long does it take for integrations to be completed? Is it real-time?
- Could you please share any documentation on integration capabilities and limitations, if available?
A smooth onboarding is crucial!
- How long does it take to implement the platform?
- What are the things I need to be prepared with before implementation?
- What measures will be taken to make the implementation and adoption process smooth?
Some Other Questions
- What security certifications do you have?
- Do I need a technical person to manage your product?
- What kind of support do you have? Is it paid or free?
- What kind of reports can I generate from your product?
Want to download this file as a PDF for future reference? Click the download button below and the file will be yours forever 😉