Customer Success
Deliver ongoing customer success to your clients.
Want To See It In Action?
Check out our quick overview video of how this use case could work for you within Salesforce.
OR view some screenshots of a working solution.
Customer Success - Highlights Video
Complete
- For many if not most companies, between ‘Sales’ and ‘Service’, there is a need to onboard new customers, while this can be done off platform, the only way to ensure you have a full customer 360 view is to use an app native to Salesforce for your customer onboarding.
- That way from your account record you can see the full lifecycle of your customer interactions from the start till today. Keeping your whole business on the same to deliver ongoing customers success.
Available in Cloud Coach
APPLICABLE TO ALL PRODUCT TIERS
Manage Stakeholders
Managing your stakeholders is critical to your success, whether it’s managing your own team, or identifying all the critical stakeholders at your clients.
With Cloud Coach you get full drag and drop stakeholder management including internal and external resource, placeholders and of course RACI definitions.
Available in Cloud Coach
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Run Check In’s
Build trust with your clients by presenting them with a best practice agenda before each meeting. Then post meeting sharing the minutes and action items with all the key project stakeholders
- Use meeting templates for best practices
- Leverage coaching notes to ask the right questions
- Capture & share meetings minutes & actions
Available in Cloud Coach
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Manage Feature Requests
If you’re in the technology business as your client base grows, so do the feature requests from your customers.
Cloud Coach lets you collate your feature requests against your customer success projects while linking them to your product development processes, keeping everyone on the same page from start to finish of the process.
Available in Cloud Coach
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Track Costs
Whether your offering Premium success offerings or just managing the cost of your standard success efforts, Cloud Coach retainers are a great way to track and manage the time and cost you spend looking after your clients:
- Free & paid retainer tracking
- Hours or financial metrics
- Apply rate cards to support offerings
Available in Cloud Coach
APPLICABLE TO ENTERPRISE & ULTIMATE TIERS
Still confused?
Talk to an advisor who can help point you in the right direction
