Implementation Services

Empowering Your Growth, One Success at a Time

Customer Success Platform Local Implementation to get you up and running quickly.

Our Customer Success platform implementation services ensure local seamless setup and integrations, enabling you to quickly leverage the full potential of your tools. We handle the entire process, from choosing the right platform, configuration to integrations, so you can quickly start driving customer satisfaction and retention with the right tools in place

Advise the Best-Fit Platform: Proper business model assessment and recommendation of the best solution for you
Localized Implementation Services: We'll manage the implementation and customization according to your business model and needs, saving your team's time and effort while reducing go-live time and risks.
Automate Customer Journey: Streamlined and seamless customer journey and experience
Manage Relationships Properly: Deliver personalized experience at a scale, and manage one-to-many relationships with ease using tech-touch approach
Deploy Engagement Model: AI and automated triggers for high-touch and low-touch activities, and a layer of tech-touch activities
Integrations: Automate processes and cultivate a customer-centric culture by integrating the platform with your other systems such as: Email, CRM, Slack, billing, mixpanel, snowflake and others
Support and updates: We understand that change is constant, which is why we'll ensure you stay ahead of the curve

Automation Hub

Understand the strength of every customer relationship. Share actionable insights with your team and clients.

Single Source of Truth: Maximize effectiveness, uncover trends, and demonstrate your value
Health Score: Building customized health scores to track, measure, and predict customer health
Onboarding Automation and Management: Enable your customers to go-live and acknowledge early value
Deploy Automatic Actions: Based on health score and usage changes, we build a set of activities and triggers
Increase Adoptions rates: Guide your customers through unused or new features to increase stickiness.
Map out your customer experience: Track internal and external action items, and guide users with milestones, tasks, and goals
Real-time Alerts: Receive notifications within the system or via email, slack, or teams about account changes to ensure smooth communication and quick responses
Surveys: Measure customer satisfaction through automated NPS and triggers set of actions including CSAT
Expansion Automation: Create opportunities and automate pitching other services to happy customers
Risk Management Automation: Whether it is low adoption rate, declined usage, low engagement, high number of support tickets, low NPS or CSAT

All digital engagement tools feature powerful reporting capabilities to help you optimize communications for greater reach and effectiveness.

Revenue forecast: Promptly forecast your renewal, expansion, and risks
Proactivity: Full stack of low-touch and tech-touch automations
Be Prepared: Ensure every customer touchpoint adds meaningful value
Team performance: clear view of your team's performance, highlighting strengths and areas for improvement.
Customer Profiles and Insights: Access comprehensive data, reporting, and interactive timelines for accounts and contacts.
Customer Personas and ICP: Analyze customers segmentations and personas
Customer Success AI: Helping the team in repetitive tasks and summarizing operational work
Enabling Customers: Empower and educate customers with interactive portal that provides access to all training materials and communications
Churn analysis: Identify and analyze churn across the portfolio to implement correction actions