Account Relationship Health

Account Relationship health scoring for your customers

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Monitor Account health score

Account Health 360 tracks product adoption, financial, service and relationship health, and allows to add a custom risk score

See Platform in action

Manage account level Relationship health

  • Track signals such as touchpoint frequency, recency of touch point and touch points by channel to calculate relationship health

Add high level risk score and human context for later use

  • You can define a custom risk score for the account, and add tags indicating common risk or confidence context curated by you or the team for quick at-a-glance view
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Business Outcome Management
Track business outcomes at account level to for prescriptive guidnace
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Customer Segmentation
Segment accounts for driving customer success at scale
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CSM Day Plan
Track of all activities/tasks in order of importance for the day
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