Customer Success

See churn risk and upsell opportunity in one place.

Identify Churn Risk

Get visibility into every renewal and upsell opportunity and how it’s tracking so you can more accurately forecast churn and mitigate risk.

Know Where CSMs are Spending Time

See which accounts require a lot of the CSMs time and which may require more attention so you can optimize customer experience across your client base.

Drive Upsell Pipeline

Collaborate with Sales on key upsell opportunities with complete shared visibility into account activity and analytics.

Manage Renewal Predictably

Get complete visibility to see how the team is tracking against key indicators, renewal opportunities, churn expectations and overall health of accounts.

Enhance CSM Productivity

Keep renewals and upsell opportunities updated by automatically capturing all activity data so CSMs can spend more time with customers and less time entering data.

Coach to Success

Make every 1:1, Forecast call and QBR actionable with real-time view into account activity, so you can skip the interrogations and spend more time discussing how to support and nurture happy customers.

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