Maximize your team’s bandwidth and automate exceptional customer experiences with Playbooks.
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Multiply your team's output ten-fold, without adding headcount, using automated workflows.
Dynamically assign ownership of any customer from a pool of CSMs and ensure workloads are balanced.
Guarantee everyone on your team focuses their efforts on the right tasks at the right times.
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Time customer engagement efforts to a T and improve customer outreach.
Auto-schedule editable, personalized conversations with the right users at the right accounts.
Automatically trigger in-app NPS surveys to fire when a health score changes or customers meet another pre-defined condition.
Automatically alert your team to customers in opportunity or risk states.
Indicators allow you to automatically detect inactivity and high-potential trials.
Auto-organize customers across dozens of data points and compare MRR, churn, product usage, and more.
Schedule a personalized demo today.
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