Customer Success Automation with Targeted, Scalable and Repeatable Customer Journeys
Never miss a touchpoint by engaging with customers at the right time for any lifecycle event, be it renewal, upsell or an executive business review
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
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.