Customer Success Automation with Targeted, Scalable and Repeatable Customer Journeys
Automate repeatable lifecycle activities with best-in-class Customer Success Automation which facilitates human-intervention as and when required.
Automated Workflows for Repeatable Tasks
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.
Human Intervention Task (HIT)
Bring in a human when Accounts can do with a little help to keep them on track.
- Last login was more than n days ago
- Product usage dips alarmingly
- Key milestones for the lifecycle haven’t been met
Drive Product Adoption with automated engagement
Guide new accounts through their lifecycle.
Key use cases:
- Share high value action steps with a new user over a self-onboarding drip
- Reach out if new users face challenges in adopting the product
Don’t ever miss a Touchpoint
Never miss a touchpoint with customer success automation for any lifecycle event, be it renewal, upsell or an executive business review.
- Educational emails to new users
- Send emails to feature users to expose them to new features
- Alert users when their usage drops off for a particular feature
Scale your customer success practice like a team twice your size
Use CustomerSuccessBox to reduce missed opportunities and increase CSM productivity by facilitating Targeted and Repeatable customer success automation at scale.