Best Customer Success Software for Salesforce

Pipefy is the AI-enhanced process automation platform that conserves IT resources and empowers business teams to build and deploy up to 85% of workflows — no coding knowledge or third-party specialized services firms required. Standardize, streamline, and connect workflows for better end-user experiences and faster business results. Key features include a built-in security suite and a flexible no-code framework for faster deployment and lower implementation costs. Minimize process complexity and expensive stack sprawl with connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.

Sogolytics is an experience management platform that enables companies to collect, analyze, and utilize customer and employee data to fuel business growth. Organizations across industries leverage Sogolytics to monitor interactions at all customer and employee touchpoints. Best-in-class reporting provides real-time, actionable insights to predict and mitigate potential issues. SogoCX enhances every aspect of an organization's customer experience. This means: improved conversion rates, streamlined data management, and understanding customers to drive return on investment. With SogoCX, organizations leverage touch points to measure key metrics such as NPS, CSAT, and CES. SogoEX is an employee experience management software for organizations to gather and utilize data to increase engagement and minimize turnover. The platform was designed to allow HR and leadership to drive organizational change through real-time feedback collection, employee engagement, and an exchange of ideas.

Supportbench is a powerful customer service management tool that helps you deliver exceptional customer support. We are razor focused in helping teams that have to support other businesses (B2B) in helping to manage all of the complexities that arise when supporting these high volume environments. Supportbench provides enterprise-level tools that allow mid-sized businesses to help retain more customers, automate more, while saving costs. Features include customizable surveys including NPS and CSAT, seamless integrations to CRMs like Salesforce, real time analytics, built in scheduling tools, knowledge base, support ticketing system, agent and team scorecards, customer success health scoring, adaptive response times and much more. Our reviews SAY IT ALL ..🎤.

Share your screen instantly while on a phone call with CrankWheel for an engaging presentation. Send a link by email or with SMS and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. CrankWheel integrates easily with websites and enables users to add a Demo button for quick notifications. We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works!

Chameleon is the deepest digital adoption platform for product success, empowering SaaS teams to build no-code, self-service user onboarding, feature adoption, and feedback collection. • PMs, PMMs, and CSMs can build, manage and improve product experiences for your web application without writing code. • Using Chameleon you can show new users key functionalities, highlight product changes, improve feature discoverability, and reduce confusion and support requests. • Deploy NPS, CSAT, CES and custom surveys to users, triggered at the right time and to the right audience. • Add self-serve help and user onboarding launchers to guide users without interrupting their workflow. • Chameleon automatically collects the data on tour performance that can be used to optimize tours. • Variations can be shown to different users and all tours can be A/B tested. • Connect to one of the hundreds of integrations Chameleon supports

Elevio is a knowledge platform that helps companies capture, deliver, measure and evolve their product knowledge. We help growing teams reduce their support loads and enterprise teams better manage their knowledge requirements. Deliver contextual answers to customers or give your support agents the right info as they need it. Reduce support loads, increase customer success and create custom knowledge experiences for your product. Is your team utilising Knowledge Centred Service (KCS)? With Hub, your whole team can collaborate to make sure your docs are up to date, accurate, and as detailed as they need to be. Based on user feedback and data analysis, it's the backbone of continuous user education.

SurveyOL is professional, effective, and easy. It offers cutting-edge communication and feedback technology, once accessible only for "big" companies, now for small businesses as well. Select from a wide collection of question types including Multiple Choice, Image Choice, Dropdown, Textbox, Comment Box, NPS, Star Rating, Slider, Date/Time, Grid, Rankings, Uploads, and much more. More than 100 free survey templates are available to serve as the foundation for your custom surveys. SurveyOL provides flexible color themes and easy customization of color styles and fonts. You can increase your response rate by sharing your surveys via web, QR code, social media, SMS text messages, email invitations, and website embedding. Its real-time responses and robust analytical tools will help you meet your timeline and budget expectations. You can easily export survey results to Excel, Word, PPT or PDF. With SurveyOL, you can make better decisions.

Front is a customer communication hub that surrounds every high-stakes conversation with team collaboration capabilities and contextual data to ensure responses are always fast, accurate, and deeply personalized. Front’s modern interface is inspired by email clients, which team members love because it’s familiar and easy to use. Behind the scenes, powerful automation capabilities eliminate manual workflows across systems, and detailed analytics make it easy to improve team performance and the health of customer relationships. Learn more at front.com

Easily bring together product screens, guided tooltips, and videos to convert your customers. Create an engaging "try before you buy" experience with a product tour for your customers. Learn how they interact with it, to engage better. Share personalized demos with your prospects aligned to their persona or vertical. Empower your champion to get buy-in within their org. See your deals close faster than ever before. Create a library of interactive product walkthroughs, to help your customers get started quickly. See your customer satisfaction improve every day. Change text, images, copyright, and anything in the product. (even add your custom HTML). Highlight product focus areas and create as many flows using our advanced widgets. Your prospects see how the product will work for them. Personalize by role, company, or location. Track the behavior of your prospects based on clicks and time spent on specific pages.

Userlane is a no-code Digital Adoption Platform that is designed to maximize software adoption by allowing anyone to master any software instantly. This is made possible with our step-by-step interactive guidance technology and on-demand Virtual Assistant that offers contextual and tailored support to software users whenever they need it. Our solution can be used for both employee onboarding and training (enterprise digital adoption) as well as customer onboarding and self-service (for software vendors). Our step-by-step, on-screen interactive guides lead users through digital processes in any browser-based software in real-time, helping them achieve their goals quickly and effortlessly. Userlane onboards employees and customers faster, reduces support tickets and costs (by up to 75%) and increases user satisfaction and productivity. Our DAP is the ideal solution for enterprises with a global, distributed workforce wanting to automate and scale their software training and support.

Five9 has over a decade of dedicated focus – 100% on cloud contact center software. Positioned highest in ability to execute in the Leaders quadrant of the Gartner Contact Center as a Service Magic Quadrant, Five9 has become the solution of choice for enterprise contact centers that need a solution that is reliable, secure, and scalable.

Customer service software that builds organization and efficiency into your customer service team. Start providing better customer service right now with Service Hub. Service Hub™ has all the tools you need to delight customers at scale. You’ll give them an extraordinary and efficient experience with your company, help them help themselves, and build a base of happy customers who advocate for your business. Deliver organized customer service that gives efficient help and complete answers. Customers don’t care about the internal structure of your company. They just want help. When your teams are cut off from each other, you create friction and confusion for your customers. With the tools in Service Hub™, you can finally build a frictionless customer experience. This starts with the Conversations inbox, which brings all your communication channels — email inboxes, live chat, forms, Facebook messenger, and more — together into one universal inbox.

inSided is the leading Community Platform for scaling Customer Success and Support. Reduce your churn rate, deflect calls and tickets and build better products with our Community, Knowledge Base, and In-Product Support products.

Design and run any customer journey, easily and at scale. Everything you need to accelerate your customer success with the most widely adopted all-in-one Customer OS. Select your customer journey or build your own. Out of the box best practice templates for any journey or initiative. Why start from scratch? Securely connect all your customer data for a single, unified view of your customer. Simple to administer and maintain. Manage everything in one platform. It's never been easier to design, run, and measure, your best customer engagements. Automate workflows across your entire organization. Supercharge your digital engagement with hyper-personalized communications for each user. Modular and agile. It’s everything you need to easily get started, monitor, tune and grow.

Intellum provides the world's largest and fastest-moving companies, including Amazon, Google, X (Twitter), Meta, Mailchimp, Gusto, Redbull, Snap Inc., Pinterest, Stripe, AirBnB, and Verizon, with an all-in-one solution for authoring, presenting, managing, tracking, and continuously improving customer, partner, and employee education initiatives at scale. Backed by a team of award-winning learning practitioners, consultants, content experts, engagement professionals, developers, and engineers, with a scientific, data-driven approach based on 20+ years of industry experience, our solutions help organizations improve product utilization, customer retention, and revenue. From our LMS to social/community learning, user journey tracking and data insights delivery, paid course and certifications support, and advanced content authoring, collaboration, and customization functionality, Intellum is uniquely positioned to provide an all-in-one EdTech for Business solution.

Heyday’s Conversational AI platform for retailers combines the power of AI with the human touch of your team to deliver 5-star customer experiences. Capture, engage, and convert leads 24-7 with an online sales assistant that never sleeps. Heyday personalizes your website’s customer experience by connecting to your product catalog to deliver tailored search results and recommendations, and looping in your associates only when customers are ready to buy. Heyday creates the ultimate personal shopper experience, powered by AI. Flooded with repetitive customer service requests? Heyday’s powerful Conversational AI technology provides an instant and always-on first line of support that removes time-consuming, recurring FAQs and order tracking questions from your team’s plate. That means, they can now focus their efforts on higher-value customer conversations while our chatbot takes care of the rest.

Userpilot is an all-in-one platform for Product & UX teams. It combines Product Analytics, In-app Engagement and In-app Surveys to help you increase product adoption through powerful in-app experiences, actionable product analytics and user feedback. Userpilot allows Product, UX, marketing and Customer Success teams to build user onboarding flows, launch product announcements, improve your UX & product adoption, provide self-serve support, and collect feedback in-app , all code-free. It also provides powerful Product Analytics tools (funnels, trends, paths, cohorts) so you can make informed, data-driven product decisions. With its Custom Dashboards, you can build bespoke analytics dashboards by dragging and droping your favorite reports or using a ready-made template. We also provide event autocapture and session replay. Integrations: Mixpanel, Amplitude, Heap, Intercom, Segment, Webhooks, HubSpot, Salesforce.

AppEQ is a customer retention software that provides real-time customer insights on top of your existing applications such as CRM, Helpdesk, Email, etc. Purpose-built for Customer Success and Account Management teams to gain real-time customer insights and drive retention revenue without the complexities of traditional Customer Success Platforms. Say goodbye to back and forth between teams and systems. With AppEQ you can minimize churn and maximize revenue retention by adopting "customer centricity" across teams & departments. AppEQ No-Code platform saves effort with a configure once, deploy everywhere One-Click integration Fast-growing SaaS companies just like yours use AppEQ to retain and grow their accounts.

Build and sustain strong customer relationships. Increase customer retention. Lower customer acquisition costs. How does Kilterly help you build long-lasting customer relationships? Our data-driven analysis engine tells you who is engaged, who is indifferent and who is ready to churn.Our proprietary survey tool was developed specifically for customer success. It even includes a unique way to measure customer sentiment based on responses. How likely is your customer to recommend your business or product? We give you the tools needed to measure NPS routinely and unobtrusively. Kilterly’s automated communication lets you create campaigns and task work-offs that take onboarding and nurturing of the customer relationship to a new level. Our platform lets you pick and choose which customer segments to reach out to when most needed. Multiple segmentation criteria are available. Structure your team’s workflow.

Success4 centralizes data from all customer interactions and data sources, monitors health and product usage, and predicts customer behavior so that the customer success teams can proactively engage with their customers in the most meaningful way.

Custify is a customer success platform for B2B SaaS companies. Users can better meet customers' needs, reduce churn, and increase lifetime value. In addition to in-product usage insights, users can view data from CRM, support, billing, and other systems. Its dashboard displays relevant KPIs and client interactions. Additionally, Custify detects clients who get stuck during onboarding, whose trials are expiring, and whose usage is decreasing. It allows customer success managers to reach out proactively. A sophisticated automation engine is built for low-touch workflows. ** Customer 360 view: Streamline customer data from CRMs, support, and billing systems. ** Growth: Automatically identify growth, renewal, and upsell opportunities. ** Tasks & Alerts: Be notified when a customer is stuck in onboarding, at risk of churn, or due to renew. ** Customer Health: Identify and reduce at-risk customers. ** Automation: Playbooks and workflows automate white-glove tasks.

A cancel experience so good that customers won't quit. Target customers with personalized offers by segment, LTV, tenure, usage and more. Maximize your efforts on high-value accounts with automated customer profiling. Reporting dashboards show saved and lost customers, trending cancel reasons, impact on revenue and more. Unbounce increased their retention rate by 11% with Brightback. Before using Brightback, we couldn’t take action on data that our customers were giving us at the point of cancel and it was definitely holding us back. Brightback has changed the way we operate. Also, build cohorts for each of your plans and segments. Then of course integrate a testing platform so you can test experiences and offers at scale. Then you should import and compare against benchmarking data to see how you’re measuring up within the industry. Or you could just buy Brightback and get results in literally days.

SurveySensum is a leading customer feedback platform that helps you gather and analyze customer feedback and take strategic actions that drive revenue. With its ease of use and exceptional support, it is becoming a preferred choice for both beginners and seasoned professionals. It facilitates businesses to gather and act effectively on their feedback across industries like B2B, SaaS, Telecom, NBFC, etc. SurveySensum is not your ordinary CX feedback tool – it is a CX service that helps you achieve your business goals with a customer feedback platform. It comes with seasoned CX professionals who provide end-to-end guidance and support so that you can make your CX program a success. They guide you through the entire process – from survey creation to detailed analysis to extracting valuable action plans and closing the feedback loop in real-time.

Realtime customer support. Your customer’s expectations are changing - exceed them with the power of co-browse and live chat. Empower your agents to resolve complex customer support issues in real time. Reach out in one touch and in real time to boost rates of conversion, on web or mobile app. Our intelligent bots help your team answer common questions instantly. Deliver faster, more personalized support with the power of co-browse and live chat. Acquire’s simple, yet powerful tools encourage customer engagement and success across the board.

CustomerSuccessBox is an AI-powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a solution that could deliver ‘proactive’ customer success. CustomerSuccessBox’s vision is to use artificial intelligence (AI) and machine learning (ML) to automate customer onboarding, product usage analysis, and user communication. In doing so, it expects to lower the cost of delivering customer success services and extend the lifetime value of the end customer. And more importantly to remove the dependency on a full-time CS ops role to configure and calibrate the Customer Success platform. With CSI, CustomerSuccessBox recommends specific next best action for each account coaching CSMs to be more effective. CustomerSuccessBox processes millions of activities from 250,000 plus end users every week and the patent-pending technology is built to handle ~ 2,200 events/second to monitor

Every customer has different needs and goals. So why send them the same onboarding plan? Arrows allows you to edit, reorder, add/remove tasks from your templates for each customer. Each plan can be unique. Easily assign tasks to anybody on your customer's team or your own team. Everybody will know who's in charge of delivering the work. Don't nag your customers about overdue work. Let Arrows handle all task reminders so your team can be the strategic partner your customers need. Replace your messy spreadsheets with a simple internal dashboard. Always see customers with overdue or due today tasks at the top, and every other active customer below. Want to create an onboarding plan for each customer automatically? Or maybe update the CRM opportunity when onboarding reaches a certain stage? No problem! Keep everybody moving forward with the Monday morning heartbeat email, which includes a status update about current phase of work goes out every Monday.

Use product usage data to find your top self-serve signups. Get a 360° view of customers and your interactions with them. Engage customers at a-ha moments to increase conversion. Scale your product-led GTM with insights and action in one place. Focus your time on the customers with the most potential. Use product and customer data to prioritize sign-ups that are most likely to convert. Understand what customers are doing with your product and how they are interacting with you. No longer be stuck in the dark with an incomplete picture of your customer. Engage customers at key milestones to improve conversion. Get real-time alerts when customers hit specific metrics or perform important actions. Streamline your workflow by taking action in Calixa. Kick off a sequence, create an opportunity, extend a trial, all from one place. Stop jumping from tab to tab. Get started in minutes, not months. With just a few clicks, connect all your data to Calixa and we take care of the rest.

Rather than listening to dozens of Gong recordings, clicking through hundreds of tickets, or wading through your CRM for hours, Sturdy gives you the facts and just the facts in seconds. Summaries are great, but Sturdy's AI takes summaries to the next level by giving you instant insights into trends and specific things to watch. Know what to work on next. Never hop on another Zoom call and wing it. Summaries are the thing you always wanted, and now they're here. With the snap of your fingers, you know which accounts are considering canceling and why. Congratulations, you've just become the hero who saved an account and started a renewal conversation because you've never been so prepared. With Sturdy, you can drill into every customer conversation to discover detailed information about specific processes, products, services, and so much more.

Searching for information across web apps wastes time and drains your productivity daily. We built Glances to securely connect all of your apps and provide a simplified view of the data you need in real-time – no coding necessary. Glances works on any webpage you visit and within any app you use, so you and your team can accomplish more every day. Loading applications, clicking around, and switching tabs to view relevant details on your contacts is a time-consuming struggle. Working right in your browser, Glances can save 30 to 60 seconds on each task by empowering you with a single place to see your customer data, pulled in real-time from all of your favorite apps and platforms. Kicking off your workday can feel chaotic from juggling team messages, email inboxes, and project management tools just to find your focus.

Harness product, behavior, CRM signals, and more for smarter sales, customer success, and marketing that grows pipelines and accelerates NDR growth. For our users, they're adding massive revenue gains. We learn from and analyze billions of data points from businesses and users in nearly every country. Our platform is designed to empower teams to expand their user base, retain more customers, and convert more signups. Be alerted when there is intent to expand. Know where the opportunities are with opportunity size by department, job title, or engagement level. Convert high-propensity customers early, helping struggling customers to succeed. Understand why people are converting and what specific factors make them less likely to. Upollo analyzes your data in real time, delivering actionable insights within minutes. Leverage our insights to empower your teams and grow your NDR, ARR, LTV, etc.