Previous
Previous Solution
Next
Next Solution

Common Use Cases

Explore the range of use cases that we can cover for you. Click on them to see the solution templates that we have ready.

Create a foundation for customer success

Create A Foundation For
Customer Success

From centralizing customer data to tracking requests and monitoring onboarding activities, you have everything you need to ensure your customers are happy and your team is providing top-notch service. Proactively plan customer outreach, record customer feedback, and keep tabs on everything using customizable dashboards and reports.

Arrow Right
Create a foundation for customer success

Build Healthy
Customer Accounts

Create client account records that link to the Contacts, account Activities and Customer Feedback tables. Focus on proactive planning to ensure the overall health of accounts, while being responsive to any customer issues that do arise.

Arrow Right
Be responsive to customer requests

Be Responsive To
Customer Requests

Jump on issues as they arise, documenting customer issues and requests in Customer Support Tickets to categorize and monitor interactions. Create workflows that ensure critical issues are addressed rapidly, and track metrics to monitor customer health.


Arrow Right
Provide your customers seamless onboarding

Provide Your Customers
Seamless Onboarding

Be efficient when onboarding customers and set your clients up for success. Track the onboarding process and consolidate assets needed to turn new sign-ups into loyal fans.

Arrow Right
Ensure a smooth renewal process

Ensure A Smooth
Renewal Process

Track renewals by product and take proactive action to ensure customers stay loyal to your products. Let SmartSuite help you keep customers happy by proactively identifying any issues and addressing them well ahead of renewal time.

Arrow Right
Monitor support activity with reports and dashboards

Monitor Support Activity With
Reports And Dashboards

Keep your finger on the pulse of your customers with powerful reports and configurable dashboards. Every customer metric, KPI and measure of success is available at a glance to ensure that you’re connected to every customer journey.

Arrow Right

How SmartSuite Works For Your Teams

Metrics At Your Fingertips

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Solution Tab Link Text
Arrow Left
Arrow Right
Arrow
Explore All Features

Customer Success

Click on the cards below to view a live, read only version of the solution template.
Delight your customers by logging, tracking, escalating and resolving issues as they arise

Click to view live interactive demo of the solution

Customer Success

Delight your customers by logging, tracking, escalating and resolving issues as they arise. Ideal for companies with light customer support needs and low-to-medium volume of customer issues.

Delight your customers by logging, tracking, escalating and resolving issues as they arise
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/b3PMKeJI6M/
Track the onboarding process and consolidate the assets you need to turn new signings into loyal customers

Click to view live interactive demo of the solution

Customer Onboarding

Start strong. Make it easy to become your customer and set your clients up for success. Track the onboarding process and consolidate the assets you need to turn new signings into loyal customers.

Track the onboarding process and consolidate the assets you need to turn new signings into loyal customers
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/6Y4cXmjQXd/
Proactively engage with your customers and record quantitative and qualitative feedback

Click to view live interactive demo of the solution

Customer Surveys

Proactively engage with your customers and record quantitative and qualitative feedback. View your Net Promoter score, develop action plans based on survey results and use insights to inform product, service, or company direction.

Proactively engage with your customers and record quantitative and qualitative feedback
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/Mu3DVDYI8G/
Track renewals by product and take proactive action to ensure customers stay customers

Click to view live interactive demo of the solution

Customer Renewals

Track renewals by product and take proactive action to ensure customers stay customers. Let SmartSuite help you keep loyal customers happy, satisfied and confident with you.

Track renewals by product and take proactive action to ensure customers stay customers
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/tg8tr9v5Wz/
Avoid re-solving the same issue over and over again with this centralized support library. Includes best practices, product and service data, links to open and resolved issues, and more.

Click to view live interactive demo of the solution

Support Library

Avoid re-solving the same issue over and over again with this centralized support library. Includes best practices, product and service data, links to open and resolved issues, and more.

Avoid re-solving the same issue over and over again with this centralized support library. Includes best practices, product and service data, links to open and resolved issues, and more.
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/4LwoVdupgX/
Create inbound customer support tickets and manage issues from identification to resolution

Click to view live interactive demo of the solution

Support Tickets

Create inbound customer support tickets and manage issues from identification to resolution. Easily track KPIs and view reports to ensure customers are being cared for.

Create inbound customer support tickets and manage issues from identification to resolution
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/PbVFrMVs44/
Track your company's entire gifting process

Click to view live interactive demo of the solution

Client Gift Tracker

Looking for a simple holiday gift planning solution? Or do you use gifting as a sales & client appreciation technique? This solution is for you.

Track your company's entire gifting process
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/j4nfXO8AvJ/

Can't find what you're looking for?

Get inspired from our various categories.