Customer Success automation to grow your multi-million dollar portfolioSee Customer Success platform in action
Never miss a touchpoint with customer success automation for any lifecycle event, be it renewal, upsell or an executive business review.See Platform in action
Design automated customer success workflows for customers through their lifecycle. Key use cases could be account assignment, self-onboarding drip for new customers and renewal reminder emails.
Depending upon the use case, the emails will be triggered automatically
Unlike manual campaigns, automations run in the background while your CSM can tend other valuable tasks in hand.
With automation, you can send personalized emails to each of your customer based on where they are in the customer lifecycle journey.
Automation increases the efficiency and productivity of your CSM by automating the repeatable tasks
Send educational emails or training videos in self onboarding drip campaign.
The emails will be automatically triggered based on the action taken by the user in their lifecycle journey.