CustomerSuccessBox Alternatives

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.

Key Account Management (KAM) is broken today. Sales leaders have limited confidence in their people, processes, and tools, thanks to static account plans built on PPTs and point solutions. At DemandFarm, we're on a mission to unlock the world's Key Account Management black boxes so that you can: 👉 Visualize complex organizational hierarchies 👉 Unearth hidden growth opportunities 👉 Build proactive stakeholder engagement strategies 👉 Create context-rich dynamic account plans 👉 Take large opportunities to closure faster DemandFarm is a Gartner and Forrester recognised vendor in the Digital Account Planning Tools and Account Based Selling categories respectively. Since 2016, DemandFarm has helped 200+ global organizations like DHL, Zebra Technologies, TaskUs, Slalom, Salsify and more accelerate deal velocity in their key accounts, uncover relationship blindspots, boost upsell and cross-sell revenue, and centralize key account intelligence. DemandFar

Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. There is no other CRM that provides both salespeople and sales management with so many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights. Plus, thanks to our automation engine and ease of integration with other systems (such as email, ERP, Marketing), Pipeliner eliminates many of the manual and routine tasks that other systems force on both salespeople and sales managers. The Pipeliner CRM experience is so different from traditional CRM which is why we drive the highest adoption rates, lower Total Cost of Ownership, and rapid Return On Investment. Plus with fast onboarding and how easy it is to learn to use and/or administer the system, there is little to no business interruption when deploying.

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 ..🎤.

We are your first training platform for growing businesses. We're also much more than an online training platform - we turn people into the workplace hero by empowering you to deliver genuinely engaging training experiences your employees deserve, from beginning to end. Our exceptional customer service team is led by some of the industry's best US-based training experts! We'll show you how every area of our platform has been built to mold around your employees, allowing you to design a structured, visually stunning training experience that captures your employees' attention. With over 20+ course templates choose from, our incredible instructional designers have built a genuinely brilliant platform so you can create an excellent training course effortlessly. Drop your content into our onboarding template, marketing plan template, or sales playbook template, for example, and get started straight away – it is that simple!

Companies in Fintech, Crypto, Gaming, Edtech, BFSIs, Telecom, Marketplace etc use HyperVerge’s Identity Verification Platform for onboarding customers seamlessly, fraud checks, face authentication, age verification, document verification, eKYC and other services. HyperVerge currently helps clients onboard over 30 million customers every month (~3% of India’s population). With just an ID and a Selfie, you can verify the identity of your customer in seconds. You can prevent fraud and ensure compliance with AML/KYC. Customer onboarding TAT can be reduced from several hours to just a few seconds. With an accuracy of 99.5% (the highest among competitors) and 600+ million KYCs across 200+ countries since 2019, HyperVerge’s technology is built for scale. They work with SBI, LIC, Jio, Vodafone, Bajaj Finserv, L&T, Swiggy, WazirX, Coinswitch, Razorpay, ICICI Securities, SBI Cards, Grab, CIMB, FE Credit, Home Credit, and 100+ clients across 5+ geographies for their onboarding journeys.

Product Fruits is a no-code user onboarding platform for web-based apps. It allows you to onboard users and show them how to derive value from your product. Increase adoption, conversion & retention with: Interactive product tours & walkthroughs for guiding users step by step Hints, beacons & tooltips for highlighting new features, delivering tips & providing contextual support Onboarding checklists for showing users progress of their onboarding journey Announcements for publishing important news directly in your application Feedback widget to make it easy for users to report bugs and share ideas Life Ring Button for providing one centralized location for all your onboarding and support documentation as well as any 3rd-party chat widget Knowledge base for allowing users to solve problems without having to contact your support Custom events for triggering flows based on user behavior Segmentation for tailoring experiences to personas Analytics to understand user behavior

FROGED is where Customer Success meets Product-led growth. One affordable platform to solve onboarding, retention & support challenges - built by a SaaS, for SaaS companies. Brands can optimize their entire Customer Lifecycle: Onboarding, Engagement, and Proactive Customer Support. Using one platform you can: - Automate support (live chat, help desk & integrations) - Increase product adoption (in-app messages and email campaigns & automation) - Reduce churn by up to 76% (Use NPS surveys, omnichannel communication, & keyword spotting) Plus increase engagement, overall MRR, and retention rate. Our tech stack is adaptable with over 2K+ integrations including WhatsApp, Jira, Google, Zapier, Segment, Facebook Messenger to name a few. Explore FROGED's limitless possibilities with a 7-Day FREE TRIAL today.

Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.

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.

Apty is a Digital Adoption Platform that helps enterprise optimize their business processes. Successful digital adoption involves both guiding people through new critical software applications and proactively pushing them to complete new processes. Only Apty combines the power of on-screen guidance with the time-saving automation of proactive process compliance. IT operation managers, Application Owners, VP HR/Sales, and leading CIOs alike all trust Apty to get most out of their employees use of web-based applications in their day-to-day job. Every month, nearly 1 million users use Apty to learn web-based apps and excel in their job in leading companies like Delta Airlines, Boeing, Agile CRM, and many more. Remember, the problem is not the software, it’s how you use it.

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

Churn360 is a data-driven AI customer success platform that helps SaaS businesses reduce churn and increase the lifetime value of Customers. Churn360 combines customer’s data that is spread across multiple SaaS products like CRM, Helpdesk, Billing software, etc. All these data are consolidated into a single dashboard that is easy to use and convenient for your customer success managers to get a 360-degree view of the customer. Churn360 also provides features like playbook automation, customer onboarding, customer journey mapping and tracking, surveys to effectively assist the customers in various circumstance leading to reduced customer churn and thus increase retention.

ChurnZero is a real-time Customer Success Platform that helps subscription businesses fight customer churn. Its software solutions allow businesses to understand how their customers use their product to increase product adoption, assess their health and their likelihood to renew, and give businesses the means to personalize the customer experience through timely and relevant touchpoints.

Planhat is a Customer Success Platform built to make Customer Success simple. Planhat is beautiful and easy to use. It helps you reduce churn, upsell more, drive user engagement and maximize the lifetime value of your customers. Planhat is built for everyone from the CS rep to the C-Suite. It has all the functionality and features you would expect in a modern Customer Success Platform - the difference is in the design, usability and speed to implement.

Empower your Customer Success team to create best-in-class customer experiences with powerful analytics, automation, and project management capabilities. Don't compromise between power and ease-of-use. Get your team up and running quickly with plug-and-play integrations and project templates, then create bespoke customer experiences with customization and automation that scales. Vitally unifies customer data across your tech stack so you can proactively identify trends and leverage insights for a world-class customer experience. Think CRM, product analytics, support tickets, emails, NPS, and revenue data—all in one tab.

SmartKarrot is a cloud solution for Customer Success & Account Management, allowing teams to manage Customer Growth (Expansion, Retention & Renewal) with a platform focus on Intelligence & Automation. 1. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies. 2. Our Intense focus on Automation & Playbooks allows our customers to scale efficiently. 3. Our New Age Design with a PLG mindset allows for a great experience for users. 4. Our unlimited user packages allows our clients to become truly Customer Centric, and enables great alignment within teams.

Bring all of your customer success information into one place so your entire company has all of the information they need to manage customers. All conversations in one place. Foster relationships with the right people and the right frequency. Plus, no more BCC or cut-n-paste with our Gmail and Office 365 integration. Stay up-to-date on the health of each of your customers and share updates with your entire team in real time. Integrate Pulse with your Slack/MSFT Teams so your leadership team sees all key customer updates in real time. Deliver a consistent customer experience by defining, managing, and measuring your methodology for driving success. Get more predictability into your revenue by managing everything in one place (subscriptions, renewals, expansion, etc). Then use customer health and feedback to drive more accurate forecasts. Get ahead of any customer issues by notifying your team about any potential issues with a customer.

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.

Drive any sales or customer success motion and adapt it to each role and team – from CSM to manager to CxO and beyond. RevSetter enables the workflows that best fit your team and customers, across the revenue journey and segments. Finally, there is a solution to your data challenges. Structured or unstructured data, in any of your favorite tech or databases – it does not matter. Seamlessly integrate with RevSetter using our unique data model and see it all in action. Powering your insights, workflows, and automation. From the comprehensive CS Audit to the powerful solutions that give you a true 360 view of every lead, customer, and portfolio, RevSetter helps elevate and enhance your strategy and turns it into actionable, day-to-day activities & outcomes for your team. Leading to happier customers, improved retention, and accelerated growth.

Staircase AI is pioneering Customer Relationship Intelligence. Our platform leverages AI to analyze millions of customer interactions and turn them into actionable human insights that are impossible to spot with the naked eye. Companies depend on Staircase AI to cut through the noise and improve their NRR. Staircase AI reveals deep human signals and uncovers customers' health, sentiment, journey events, risks, and opportunities. Our cutting-edge technology analyzes all of your customer interactions, including emails, chats, Slack activity, video calls, and more. It then connects between the human signals to generate relationship-based insights such as stakeholder changes, positive or negative sentiment trends, problematic topics, and more. Combined with existing product analytics, our human analytics provides the missing element to fully understanding your customer to grow at scale and fight churn.

Upland Altify is the revenue optimization company. Helping companies to generate value with every customer interaction to grow revenue. Customer Revenue Optimization (CRO) helps sales teams win the opportunities that matter, grow revenue in their key accounts and improve sales execution by aligning the extended revenue team. Built natively on the Salesforce platform, Altify’s CRO applications help thousands of salespeople, sales leaders and executives achieve sustained customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGER guides sellers to follow a structured, proven sales process that improves their ability to deliver a winning outcome for both the seller and the customer. Based on proven industry templates and configured to your business, Sales Process Manager is a visual representation of your sales process, with links to the right content and tools your sales people need to move opportunities through the sales funnel.

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.

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.

CustomerGauge helps B2B companies leverage customer feedback & behaviors to align business initiatives, improve account retention, and increase revenue growth through up-sells, cross-sells, and referrals. The CustomerGauge Account Experience™️ platform enables B2B companies to monitor account engagement, collect feedback from key stakeholders, segment real-time results into custom dashboards, and map feedback to changes in NPS score & revenue. Through custom and native integrations, users can monitor engagement across a variety of activities including how often key stakeholders answer customer surveys, submit support tickets, open marketing emails, attend business reviews, and so much more. Other capabilities of the CustomerGauge Account Experience™️ platform include the ability to set KPI targets for closing the loop on feedback, identify accounts at risk of churning, and forecast the revenue impact of changes in NPS score. Get a demo today.

Kapta is key account management software that reduces churn and drives organic growth. When the going gets tough, vendors are the first to go. So you have to be more than a vendor—you have to be an indispensable strategic partner. Kapta has the software and process to get you there. Kapta offers key account management software, based on a proven system, so you can know your clients better, act quickly and effectively on their behalf, and demonstrate value, time and time again. Know your customer inside and out, so you can create more reliable forecasts for them and for you. See the overall structure and culture at your client’s organization, and build detailed profiles for individual key contacts. Understand what your customer is trying to achieve, and the factors that will help or hinder them along the way.

Serve customers better from day one. The simplest software for powerful customer management. Fast installation: you'll be up and running in minutes. Identify risks and upsell opportunities. Build multiple health profiles that align the customer journey from onboarding to renewal. All your customer lists in one place. No more searching customer data in spreadsheets or Salesforce account lists. We’ll integrate with your entire tech stack to make customer segmentation dead simple. Catalyst at its core is built for the customer success manager. All of our workflow features strip out the tedious aspects of day-to-day customer management such as updating Salesforce fields and logging calls & meetings. Whether you are a Customer Success Manager, Sales Executive, or a CEO, Catalyst can help your workflow!

The #1 sales performance software, Ambition transforms sales teams into powerful revenue engines. From coaching and analytics to TVs and contests, our tools make it easy for sales leaders to draw smart insights from data, and to create a culture of success on the sales floor — so that every rep can drive revenue in a measurable, meaningful way. Manage and measure what matters across multiple roles or segments. Ambition delivers visibility and insights to managers while also empowering reps to exceed goals and prioritize their activity. Share Insights, smart alerts, and key trends to the right person, in the right place, and at the right time. Customizable Ambition Workflows and deep integrations power real-time recognition and notifications. Develop and manage your teams with consistent, customizable metric-based coaching programs. Ambition's powerful coaching suite allows sales and enablement leaders to maximize team performance.

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.

Aligned is the new place for B2B Revenue teams & buyers to work together effectively. Moving the deal/customer project from the madness of back and forth, dull, messy, sales(y) emails, into a single collaborative workspace for each customer. Reps are empowered to communicate more effectively with all stakeholders, to better collaborate on resources, on next steps, and to leverage analytics to gain visibility on their blind spots in the buyers’ journey. Thousands of top revenue reps from companies like Liveperson and Deel use Aligned daily to simplify the complexity of controlling their deals and differentiate their customer experience by empowering their buyers. Buyers continuously share loving feedback as we work on making sales frictionless, more enjoyable, and impactful.

You will no longer share spreadsheets with your customers or send endless emails with attached materials. Instead, you’ll focus on creating value. Use our widget-based creator to include call recordings, documents, KPIs, contracts, task lists, and so much more! Automatically generate hubs that include tasks, written resources, videos, surveys and what not. Onboarding new users is probably your CSMs' most time-consuming responsibility. So often they find themselves answering the same questions over and over again. Create an automated onboarding journey that feels personalized. Communication with customers is difficult because it takes place across so many channels and there is no single-source-of-truth. Too often, customers are reactive to their CSMs' efforts, resulting in a very long onboarding process and constant follow ups to complete necessary steps and master the product.

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!

Build product experiences for any part of the customer journey. Tell your product story clearly and embed it anywhere. Create fail-proof presentations and engaging leave-behinds. Provide simple and memorable self-paced training guides. Self-guided demos allow people to experience your product without the worry of getting lost or breaking something. A simple and intuitive experience lets you clearly and effectively communicate value. Highlight key takeaways to leave people with a lasting impression of how your product can help. Regale Studio allows you to capture images, and animations, track where you clicked, and effortlessly assemble them into a demo. Create demos of desktop, web, and mobile applications in minutes to meet your unique needs. User-friendly tools let you easily edit and keep your demos in sync with your product as your team makes updates. Create the feel of a live experience, without the need to build and configure custom demo environments.

Intouch Insight's powerful customer experience management (CEM) software helps brands drive business improvements through better experiences. Intouch makes it easy to collect, analyze, and action customer feedback from any source, including surveys, email, SMS, social media, online reviews, call center and more. 100s of integrations seamlessly combine feedback with data from any source, like CRM, POS, IoT sensors, mystery shopping, and more to provide a complete view of customer experience and business performance. The platform features unlimited role-based dashboards and a robust, AI-powered reporting engine with predictive analytics. The platform includes automated case management tools for responding to feedback and closing the loop with customers. Leveraging the platform's patent-pending technology, businesses can create an Action Campaign™ to drive action in the frontlines, make proactive improvements to CX, and measure the impact actions have on business metrics.

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.

Subsets increases lifetime value in subscription media by enabling commercial teams to run AI-driven retention experiments without engineering support. We analyze the key factors that drive retention across your customer journey. Using explainable AI, we recommend unique retention strategies for each segment. Take the guesswork out of flows by experimenting first and automating what works. Connect directly to your source systems or data warehouse. Subsets platform enables business teams to act. Orchestrate campaigns with the tools you know and love. Join successful subscription businesses that are leveraging Subsets to automate retention with AI. Purpose-built for commercial teams, providing seamless integration. Understand what makes subscribers stay and run proactive retention flows.

The Upland Kapost content operations platform unites revenue teams to speak in one voice across each customer journey. Because we know those managing the complexity of end-to-end content—particularly at scale—deserve a platform that’s up to the challenge. Upland Kapost Premier Success Plans eliminate the need for costly custom services and build a solid foundation for your success. Platinum is our top-tier plan, and it provides your business with the highest level of experience and value.

Modern customers are conditioned to evaluate without you. They’re used to flexibility & self-serve – even for their largest purchases! The buying experience is overwhelmingly complex. More options to evaluate, stakeholders to coordinate, and hoops to jump through. The average sales process is just that, a sales process – not a buyer journey. They aren’t looking to be qualified. They have a problem to solve. Partner with prospects & customers to prevent lost deals, stalled onboardings, and missed revenue goals. Implement a repeatable sales & success process that’s collaborative with customers. Adopt winning strategies, templates, and tactics used by 100s of high-growth startups. Partner with dedicated sales experts to customize. Drive engagement and accountability with a shared understanding of next steps, milestones, timelines, and business objectives.

The Buyer Engagement and Enablement Platform. Aligning sales teams with their customer buying committees. Buying decisions are made by a group of contacts from across the organization, the number is probably more than you know. How you understand, help and learn from them will determine your current and future success. What do you know about your prospects business problems and needs? Where do you capture and manage this information? Your prospects decision process is complex and difficult. How can you help them and reduce the risk of a do nothing outcome? Who’s in the buying committee? What are the roles, reporting lines and internal dynamics? What’s important to them? The group of people from across an organization who come together to make buying decisions collectively, it will comprise executive, economic, technical and user buyers.

Prelay's team selling software enables your revenue team and its internal stakeholders to work together more effectively. With Prelay, deal coordination is organized within one purpose-built platform integrated with other key software instead of spread across multiple disjointed collaboration tools without any centralized tracking, oversight, or learnings. Prelay's core use cases ensure there is clear visibility and alignment across the deal execution cycle. Our team selling software leverages Plays for process management and Assists for resource & deliverable management. Ability to loop in any individuals or a team within the deal for quick questions to large deliverables from anywhere. Manage & track the full-cycle of the deliverable with full history available. Initiate, manage, track, & test to find scalable success across proof of concepts (POCs). Involve all teams & overall enablement for alignment as well as guidance throughout.

Go live faster and improve adoption, powered by an amazing customer experience. OnRamp infuses world-class customer onboarding into your DNA. That breeze at your back sure feels nice. OnRamp gives you full control over your brand identity and unique processes to deliver a seamless customer journey. The best part? You never have to bother your engineers for changes. Keep momentum strong and excitement high by vanquishing the drudge factor. OnRamp makes change management engaging and can even help course correct if things start to go off track. OnRamp acts as an extension of your team, freeing you up to get back to the high-value work of making your customers successful. It's all been designed to iterate and replicate what works best, every time.

Most tools used by customer success are either made for sales or way too complicated. Startdeliver makes it easy to monitor customer health, manage projects, and automate workflows without the added complexity. See data on customer health based on usage, feedback, and open support tickets. Get reports on how well your team is performing and share them easily with management. Every interaction a customer has with your company is part of their journey; many companies leave this to chance. With Startdeliver you do the opposite, you take charge and drive the process. Keep track of all users and stakeholders as the journey evolves. Manage and drive a proactive retention process. Measure and get actionable insights from all your data and manage all interactions with your customers. Deliver the desired outcome to your customers in a deliberate way with journeys. Scale your customer interactions with automation IQ. Get started with documentation, tutorials, and a free sandbox workspace.

Our ML engine listens to and learns from all your customer interactions. StepFunction empowers you with actionable analytics and growth predictions. Our end-to-end solution adjusts to your current state of readiness. Growth AI starts with ingesting operational data from different systems of record, CRM, billing, care/support, product usage, and customer feedback. Mastering data preparation leads to a step function improvement in business predictions. StepFunction coexists with your systems of record and does not interfere with your existing customer success workflows. Deep dive into your revenue to account for new, upgrades, stable, downgrades, and churn. Historical trends and future predictions by cohort are just a click away. Get insights in the form of risk scores to proactively target customers with the highest scores and recommended actions for treatment. Instantly discover how your customer risk is changing and most importantly have us show you why it's changing.

Your agents are integral to your success. Keep your team connected, effective, and productive wherever they are. Your customers want to feel taken care of. Provide them with proactive, personalized, and frictionless experiences across any channel. These days, you need to do it all. Minimize costs and get the most out of your channels with intelligent automation and case management. Connect and automate work across people and systems to resolve customer inquiries faster. Pega’s AI-powered case management adapts to customer service requests. Pre-defined microjourneys built on industry best practices are templates to get started quickly. Efficient service delivery across every interaction to minimize your team’s cost-to-serve while managing increased contact volume.

Everything you need to turn your customers into your biggest growth engine. The Gainsight Customer Cloud brings together all the technology you need to ensure your customers easily adopt your products and achieve their desired outcomes with your company. Orchestrate the customer journey across every function and create clients for life by delivering great outcomes at scale. Combine deep SaaS product analytics with personalized in-app engagements to deliver exceptional user experiences. Capture feedback, close the loop with respondents, and discover insights to ensure an exceptional customer experience. An open platform that acts as a central hub for customer data systems and provides actionable insights to every employee to make better decisions in service of the customer. Scale revenue growth through whitespace analysis, upsell and cross-sell playbooks, and streamlined renewals processes.

Bring the full potential of your sales and marketing engine to life with truly actionable insights to accelerate pipeline generation and change the outcome of in-quarter deals. People.ai unifies all revenue activity data, and enriches every account and opportunity with next-generation insights that accelerate high-quality pipeline generation and improve the execution of every deal. Stay connected with every dimension of account engagement so the entire team knows exactly who is engaged, and where the opportunities are to accelerate pipeline and expansion. Understand the impact every person and activity have on the progression of a deal, and deliver actionable recommendations to improve rep performance. Our data platform breaks down data silos and uses patented AI technology to connect the dots between buyer engagement and seller performance – with insights that make your entire Revenue Engine smarter.

Your AI digital Assistant that guides you to sell better. The world’s best mobile-first sales assistant. Rebuilding the modern sales experience! Don’t let another deal slip through the cracks. Let Nektar track who, what, when and how to follow up and you can just focus on closing sales. Get AI driven insights, alerts and reminders on all your leads, opportunities and tasks. Multi-channel ability to follow up with anyone from anywhere on any channel. With the power of AI & human collaboration, use Nektar playbooks to coach and ramp your fast growing sales teams and new hires easily. Customize, implement and track the sales plays to fit your sales process. Your rules, your plays with AI at its core and a dash of human expertise! Focus on helping your salespeople sell better rather than on reporting what they have been doing. Automate CRM entry, multi-fold CRM adoption & accelerate revenue growth with real time CRM updates and activity capture.

Aviso has over six years of predictive AI modeling expertise proven at Fortune 500 ($5B+ scale) as well as high-growth business leaders. Aviso’s predictive forecasting delivers 98%+ accuracy, flexibility across net new and renewal business models, and deep enterprise customization. Aviso’s unified forecasting blends the best of human and AI judgments with the most sophisticated global roll up forecasting in the industry, helping sales reps, managers, and VPs of Sales focus on what lies ahead and drive timely team actions. Aviso is also the only tool on the market to predict run rate business. Get insight into all deals called in and out of forecast with Deal Level Forecasting. Audit your trail of judgment applied across all levels of management (roles, deal amounts, CRM fields). Immediately see discrepancies and address disagreements between members of your sales team on whether a deal is in or out of forecast.

Running high-touch customer onboarding and software implementation projects? Rocketlane is a purpose-built software that helps you hit your project milestones on time, shorten your time to value & deliver a 5-star experience. Rocketlane brings project management, document collaboration, and communication together with a one-of-its-kind unified workspace that improves visibility, keeps customers accountable, brings consistency in your methodology, and elevates the customer experience. Rocketlane was rated #1 on Product Hunt and current work with Unicorns like Chargebee and many other fast-growing SaaS companies globally like Leadsquared, Joveo, Netcore, etc. Start your free trial today.

Hubflo is the fastest-growing AI-Powered Client Portal for professional & creative services. Build a stunning and branded client portal in 60s with AI to streamline client onboarding and deliver your services like a pro. Customize it with 10+ built-in tools (File sharing, contracts, approvals, client messaging, tasks, billing..) and integrate 500+ external tools More than 20k businesses, clients and contractors already use Hubflo for their daily work Don’t let processes overwhelm you and get in the way of delivering a great client experience. Impress your clients with a customized and automated onboarding, a smooth delivery and collaboration. Skyrocket client satisfaction and retention Reduce client emails, calls & meetings Speed up onboarding & project delivery Hubflo is ideal for digital agencies, consultants, freelancers, accountants, architects, home designers, law firms, and any other professional or creative service providers.