Remove data and tech silos so you can optimize customer revenue

Give go-to-market teams a unified view of customer health, engagement, revenue, and operations data, so you can efficiently execute on the strategies that drive sustainable growth.

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Share customer intelligence across your business

Integrate customer data so everyone is working from a unified view of customer health and business insights. Streamline reporting, so GTM teams can confidently take action and execute on the programs that deliver the most impact.

Reporting dashboard
Define and scale processes for revenue growth

Put CS and revenue strategies into motion, and ensure teams are tracking and measuring the right business metrics for your organization. Create data visibility and improve productivity.

Optimize the customer success motions that matter

Get better reporting on onboarding, adoption, expansion, and renewal metrics. Partner across your GTM teams to sharpen your ideal customer profile, deliver messages at the right moment, and inject the voice of the customer into your business strategy.

Align business operations to customer outcomes

Track performance by goal attainment to ensure all teams execute strategies aligned to business outcomes. Uncover leading indicators of churn, upsell, and expansion through playbooks that drive action. Never let another opportunity slip through the cracks.

When you invest in your post-sale motion, and you have somebody that can focus just on the digital journey, you’re going to keep more customers, and you’re going to expand them, because they’re going to have a better experience.
Katie Yagodnik
Sr. Director, Customer Success Operations and Digital Programs, Totango
Katie Yagodnik

Key features

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  • Customer intelligence and churn insights

    Leverage AI-driven analytics to predict customers at risk of churn.

  • Custom reports and dashboards

    Visualize trends over time, monitor fluctuations, and track changes for any of your team's data.

  • Team performance and productivity

    Put strategies into motion, and ensure teams are tracking and measuring the right business metrics for your organization.

  • Voice of customer programs

    Capture and analyze customer feedback, turning insights into actionable improvements.

  • Digital CS and campaign management

    Develop scalable customer success strategies through targeted campaigns that empower teams to engage customers more effectively. 

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Customer success is a team sport

  • SaaS collaboration

    EXECUTIVES

    See your full customer portfolio, and understand performance by customer segment, product line, or team. Identify revenue risk, and growth investment opportunities.

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  • SaaS office

    SALES

    Identify expansion opportunities with a complete picture of customer health, engagement, and alignment to goals. Manage renewals and collaborate to fuel expansion.

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  • customer success team

    CUSTOMER SUCCESS

    Deliver value through the customer lifecycle. Onboard and engage customers, and align success to business outcomes. Use insights to drive adoption and stay ahead of risk.

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