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#SIMPLE CUSTOMER MANAGEMENT SOFTWARE HOW TO#
#SIMPLE CUSTOMER MANAGEMENT SOFTWARE SOFTWARE#

Using Totango’s Customer Onboarding SuccessBLOC, you’re able to see if a customer is struggling within the onboarding phase.

#SIMPLE CUSTOMER MANAGEMENT SOFTWARE HOW TO#

For example, you can track the time spent on customer training and measure this progress against historic expectations to understand where a customer is on their journey and how to proactively help them.

#SIMPLE CUSTOMER MANAGEMENT SOFTWARE SOFTWARE#

The data from your customer success software allows you to monitor and guide every step of the onboarding process. It is a critical first step, one that can define the customer’s attitude toward you and your product throughout their journey.

The onboarding process is all about giving customers the tools they need to integrate your product into their daily workflows. Let’s take a look at how customer insights can help you during the major stages of the customer journey: Onboarding ‍ How Customer Success Insights Help The Major Stages of the Customer Journey This knowledge is essential to creating a customer-centered enterprise that can generate ongoing value for customers. Alternatively, you can use the customer success platform to delve deeper into specific metrics, such as adoption rate, in order to examine the factors that matter most to your unique customer. This metric provides at-a-glance insight into a customer’s likelihood to renew and the stickiness of your product. You can generate an overview of a customer’s satisfaction with your product by combining key metrics into a singular health score.

Touchpoints: Logged interactions with anyone in your enterprise.

Support: Help desk tickets and support status.

Product Usage: Features being used and frequency of use.

Personal: Behavioral data and demographics.

Voice of Customer: Survey responses and satisfaction scores.

Financial: Contract and transactional data.

This covers every aspect of the customer relationship, including: It is a living repository of every customer engagement, product interaction, and touchpoint generated by your customer relationship. A customer success platform contains all the data needed to create a complete picture of your customers.