Customer Success

Surprise and delight customers with a proactive, holistic approach to managing relationships during the full customer lifecycle.

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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.

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Create a foundation for customer success

Build Healthy
Customer Accounts

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

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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.


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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.

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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.

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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.

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How SmartSuite Works For Your Teams

Metrics at your fingertips

Metrics At Your Fingertips

Slice and dice your data to track leading customer support KPIs. Drill into the details to identify root cause issues and continuously improve.

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Collaborate in real time with SmartSuite

Collaborate In Real-Time

Promote team collaboration and cross-functional care. Unite the entire company around customer needs, pulling in product expertise, marketing finesse and executive leadership to keep customers happy.

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Use Kanban View to get tasks done

Prioritize Key Tasks

Streamline your Customer Success operations with effective task management. Prioritize and assign open support tickets, incident responses, and ensure service level agreements are met.

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Quickly Connect With Adjacent Tools

Amplify your reach, centralize customer success workflows, integrating with adjacent systems to extend capabilities and work your way. Seamlessly integrate video conferencing, calendar management, SMS notifications, messaging and more.

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Twilio integration

Get Notified Of Critical Issues

Use SmartSuite Automations to trigger in-app, email or SMS notifications when issues hit a critical prioritization. Build clear escalation paths using Automations to ensure the right focus is applied to issues.

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Twilio integration

Eliminate Manual Workflow

Start the customer journey strong the second the deal closes. Set up automations to trigger workflow processes and make it easy for customers to do business with you.

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Create support teams

Create Support Teams

Define your teams to manage inbound customer issues and automate escalations to ensure hot items receive the appropriate response.

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Provide access to specific users or teams

Manage Permissions

Protect customer information with technology that utilizes leading security standards and privacy protocols.

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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

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/pb7v5n6n/solution/5fdbde075d979a0c73f5ec9a/5fdbde075d979a0c73f5ecad/614213a81b5145ec4c5fcef9/card
Track the onboarding process and consolidate the assets you need to turn new signings into loyal customers

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/public/pb7v5n6n/solution/611b1aff20712bd66aec6e8c
Proactively engage with your customers and record quantitative and qualitative feedback

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/public/pb7v5n6n/solution/611d3a1329635d5fdb700718
Track renewals by product and take proactive action to ensure customers stay customers

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/public/pb7v5n6n/solution/611d53d2c8aa3e3815ae79b1
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.

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/public/pb7v5n6n/solution/611d57aeee59c2190b2cf8bb
Create inbound customer support tickets and manage issues from identification to resolution

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/public/pb7v5n6n/solution/611ea8580f1737a5ebb5a17d
Track your company's entire gifting process

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/public/pb7v5n6n/solution/611d5d7bec7a016ec745e265

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