Customer Success & Support

From team leads to directors and VPs, remove the blind spots and get clear observability over your clients, regions, team members performance and KPIs.

Example use cases for Customer Success team leads & management:

1. Let me know when Ritchie's Surf Shop completes onboarding
2. LMK when a ticket in Zendesk has been stuck in the same stage for over 7 days
3. Let me know when a client is stuck in onboarding for more than 7 days
4. Let me know when an opp over 100k moves to contract
5. Track all mentions of “churn”
6. Track all mentions of Tempo Inc, Paradise Corp, and Beverly Institute

1. Show me contracts up for renewal in the next 3 months
2. Show me the amount of churn per quarter by in the U.S. and APAC
3. Show me the amount of churn from Chris in the last 6 months
4. Show me a list of clients at risk by region or by CS manager
5. Show me a list of clients 30 days from the end of their PoC
6. Send me a list of customers under PoC

1. What is the total pipeline amount by region this quarter

1. Send a summary of customer satisfaction scores (CSAT, NPS)
2. Send me a summary of the #cs-team channel from the last week

Remove the noise and stay on top of clients, onboarding, bugs and issues, and apps without the stress.

Example use cases for Professional Service & support managers:

1. Let me know when ticket #43452 is resolved
2. Let me know every time a new ticket is submitted in Zendesk
3. Let me know when Tempo Inc. completes the onboarding form
4. Let me know when a client is stuck in onboarding for more than 3 days
5. LMK when a ticket in Zendesk is stuck for more than 5 days
6. Track all mentions of “Simple Inc.”
7. Track all mentions of “technical issue” “escalation”

1. Show me a list of all critical product bugs not resolved for more than 5 days
2. Show me all tickets opened in the last 12 hours

1. Send me a summary of the #cs-team channel from the last 3 days
2. Send me a summary of the #nike-client channel

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