Set Your Company and Customers Up For Success.

Centralize all of your customer data to provide visibility and maximize efficiency across all functions. With easy access to the metrics that matter, you can have more meaningful conversations about the strategic direction your company and customers are heading.

Find trends and growth opportunities in your customer base.

  • Inform your strategy with forward-looking, AI-powered insight that helps you identify, understand and focus your resources on the activities proven to impact key business metrics.
  • Show the impact your team is driving for customers, both day-to-day and at the boardroom level.
  • Take the guesswork out of land-and-expand motions with a holistic, shared view of retention and expansion metrics across your install base.

Align around a single, complete view of your customer.

  • Easily get the big picture of your customers’ health and risks.
  • Equip your organization with a full understanding of what’s happening at every account.
  • Access relevant insight when and where you need it, including on mobile.

Deliver winning customer experiences and outcomes at scale.

  • Empower your organization to make the most of every customer interaction, from in-product engagement to step-by-step renewal playbooks.
  • Reduce costs and effort by allowing your team to automate proven customer engagement tactics.
  • Create the closed-loop infrastructure to learn from and act on key customer experience signals.

Additional Resources


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The Essential Guide for the SaaS Executive During COVID-19: People, Process and Tools

We are entering a ‘new normal’ and leaders like you need a guide on how to manage sales, retention, and expansion leaning on the insights from your Customer Success and Product teams.


Driving Scalable Success for Customers, Yext Increases Customer Advocacy by 10x

2020 has been a time machine for all aspects of life. We’ve been catapulted forward in terms of e-commerce activity, food delivery, telemedicine, online education, and much more.

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