Carlos heads the Customer Success function at a B2B SaaS company. As the acquisition of new customers is becoming increasingly challenging, his company has doubled on the importance of customer retention and upselling.
Carlos, facing this significant challenge, realises that his traditional approach to data visibility is hindering his output. His team and he are constantly under pressure to continually engage with customers to prevent churn.
In order to meet industry expectations of delivering a top-class customer experience and achieving desired business outcomes, Carlos understands the need to revamp his processes.
He must implement advanced metrics and adopt a tailored approach. Time is of the essence, and Carlos is determined to find a way to quickly implement these changes and get them up and running.
Carlos needs automation to scale his team’s Customer Success operations. It would help if he could standardise processes to ensure consistency across his team. Improved visibility of key metrics without having to individually reach out to each customer would be essential for growth. Additionally, a single view to see the performance of each CSM across the company would be a bonus.
Build consistent high-performing CS teams with automation
SUCCESS PLAYBOOK
Standardise to scale CS operations
Create SOPs based on customer health, lifecycle events like QBRs, segments or risks, and opportunities. Streamline your ops with custom triggers. Auto-create & assign tasks, actions, messages, and emails.
CUSTOMER 360
Know your customers through and through
Get data from all primary customer touchpoints in a single view. Monitor customer and user health with ZapScale’s 40 pre-built KPIs to prioritize customers based on their needs and preference.
TREND ANALYTICS
Monitor your performance over weeks, months & quarters
Analyse your product, health and team performance over chosen time frames. Track customer and user’s product adoption journey to find the challenges preemptively.
PREDICTION ALERTS
Avoid unexpected surprises from your customers
Make informed decisions based on accurate predictions of churn possiblities and upsell opportunities fuelled by ZapScale’s 40-dimension AI model.
Scale and manage your CS team with ease
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