Articles & Blog
Current insights, resources, inspiration, and ideas that will help take your Customer Success team to the next level.
Leverage Best Practices
Utilize best practices instantly through out-of-the-box, customizable templates for everything from onboarding to advocacy.
Ensure Consistent Outcomes
Standardize processes and workflows for consistent customer experiences and outcomes—with no slips through the cracks.
Automate Team Workflows
Launch playbooks and assign tasks automatically to the right team members at the right time based on pre-defined criteria.
Gain Efficiency and Scale
Effortlessly scale operations by empowering your team with prescriptive and timely guidance at their fingertips.
Deliver Consistent Experience and Outcomes at Scale
SmartKarrot Success Plays enable you to codify best practices, intelligently automate them, and consistently execute them for unparalleled success.
Create and Automate Success Plays with Ease
Create Success Plays in just a few steps to automate your customer success best practices for any scenario your team regularly encounters. With processes already in place, you can create anything from a customer success onboarding playbook to playbooks for renewals or upsells and everything in between.
Use Templates for Easy and Consistent Processes
Start with existing customer success playbook templates or create your own to reuse and customize for each process. Templates will allow you to create new Success Plays in minutes and repeat those that are most effective.
Categorize Success Plays for Simple Organization
Create specific categories for your Success Plays so you can view, track and manage each Success Play and use different templates for each of your customer success playbooks. Customize your categories to fit your needs and add or change them anytime.
Assign Based on Your Criteria
Automatically assign Success Plays actions to the right team members at the right time based on pre-defined criteria (or manually, if so needed). Trigger playbooks based on powerful event-based criteria to always be proactive and never miss an opportunity.
Manage Success Plays and Assignees
View the number of Success Plays currently in use, the number of accounts impacted and how many CSMs have Success Plays in action for easy overall management of all of your playbooks.
Gain Insights on All Success Plays at a Glance
View the total number of Success Plays created, which accounts are impacted, which CSMs are involved, and the status of each category in one place. Always know where your team stands and how your Success Plays are performing.
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360 VIEW OF
CUSTOMER
Create right operational view across financials, CRM, support and usage.
Get insights by phases, subscription
tiers and drill down by CSM portfolios.
Augmented
Intelligence
Improve customer success operations with humanized tech intelligence to deliver unparalleled outcomes.
狗万3.0c
CUSTOMER
SURVEY
Configure multi-category survey
and pulse feedback. Manage feature
反馈,CSAT, NPS我们ing our
powerful trigger driven engine.
LEARN MORE
PRODUCT
ADOPTION
Drive adoption and usage
through the lifecycle.
Leverage trigger driven
in-application guidance.
CUSTOMER
HEALTH DASHBOARD
Make this relevant for you.
Easy configuration across
parameters and phases.
LEARN MORE
CUSTOMER
SEGMENTATION
Get granular. Create population
sets across accounts and
user base. Event, trigger,
demographics, device, browser.
We have you covered!
LEARN MORE
CUSTOMER
CAMPAIGNS
Every touchpoint matters.
Configure multi-channel
communication including
in-application to make the
experience real time.
LEARN MORE
CUSTOMER SUCCESS
AUTOMATION
Manage your tech-touch
customers end-end.
Easy configurations for
multi-channel touchpoints.
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CUSTOMER SUCCESS
OPERATIONS
Who does what by when?
Create, manage and track tasks
across teams. Integrate your
task management tool for a
seamless experience.
LEARN MORE
EARLY WARNING
SYSTEM
Stakeholder change, usage drop,
contract expiration, milestones
missed are all early indicators.
Create flexible and complex
alert rules.
LEARN MORE
CUSTOMER
TOUCHPOINTS
Save time and effort while
managing, analyzing, and
optimizing your customer
interactions with touchpoint
management.
LEARN MORE
