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Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?

Upsell Signals

Track account health, auto-create tasks, drive upsells

See Customer Success platform in action

Grow your portfolio by monitoring Upsell signals

Determine which account is ready for an upsell. Auto-create tasks for your success team to increase upsells.

See Platform in action

Monitor product usage and create upsell segments

  • Create an upsell segment to track accounts for upsell signals. Get a forecast of when to upsell and to which account
  • Monitor product usage to determine the engagement level of an account. Determine which account is ready for upsell

Auto create alerts and tasks

  • Auto create alerts for high license utilisation
  • Create tasks for CSM for Upselling
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Automation
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Automation
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Guided Onboarding
Planned onboarding journey to deliver early value
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Customer Success Account Relationship
Track and monitor every touchpoint to gauge account relationship
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Account Relationship Health
Track all customer touchpoints to calculate relationship health
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Deliver world class Customer Success at scale

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