Capture key customer goals and demonstrate ROI with Success Plans

The first product designed to enable Customer Success and Account Management teams to collaboratively develop, track, deliver on, and demonstrate a strategic plan for their customer. Success Plans is the tool you need to keep your most valuable customers on-track and growing with your business.

Gain Customer Buy-In
At your next customer milestone, propose a plan of action for your client’s success and gain their buy-in.
  • Establish your goals for driving success for your customers.
  • Collaborate with customer stakeholders to align on what’s most important for the success of the customer and craft your strategic plan.
  • Use a combination of higher-level plan attributes and Objectives to clearly define the purpose of the plan and the concrete actions to achieve it.
Always Stay Aligned
Identify your customer’s goals with your product and services and align internally on the plan to meet their goals.
  • Use templates to make ensure that everyone on your team is driving success for their customers
  • Manage the activity and coordination of your plan across specific Objectives and owners.
  • Monitor the progress of discrete tasks to ensure your customer experiences world-class execution.
Demonstrate Your Efforts
Illustrate your efforts to make your customer successful as well as your progress towards their goals. Holistically orchestrate interactions with the client across services projects, support tickets and upsell opportunities.
  • Showcase the milestones you’ve hit with your customer to demonstrate value delivery
  • Easily incorporate reports and graphs on Success Plans to your Management dashboards
  • Understand the spectrum of touchpoints with your customer and its contribution to your plan of attack.

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