GuideCX
guidecx.com
GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding projects completed, we know how to leverage our wisdom to deliver consistent Customer Onboarding experiences. Our process is designed to drive engagement, increase efficiency, and expand capacity without sacrificing quality of service. Easy to integrate into your existing CRM, GUIDEcx has custom templates, different customer views for each role, purpose-built integrations, and robust reporting. We don't just move your process to our software, our Professional Services team and Guide University resources are here to Guide and support you through every step of the process to accelerate time to value and maximize your onboarding team productivity. Reach out today to and we can help you bring your Customer Onboarding experience to new heights.
ChurnZero
churnzero.net
ChurnZero is your platform and partner for Customer Success. We help your subscription business succeed at scale by giving you everything you need to improve efficiency, increase revenue, and deliver the best possible customer experiences. ChurnZero helps your Customer Success team spot potential churn risks early and see renewal and expansion opportunities faster. Best-in-class automation and personalization, in-app communications, and Customer Success AI™ make it easy to engage with customers and lead them to value. Our platform offers journeys, health scores, survey tools, segmentation, plays, reporting, real-time alerts, walkthroughs, collaboration centers and more, and integrates easily with your CRM and tech stack. Beyond the software, we pride ourselves on being your team’s trusted partner, consultant, and coach, dedicated to helping you and your team focus on the work that matters most.
PreSkale
preskale.com
PreSkale helps PreSales integrate with CRM and Product eco-systems to streamline evaluation experiences and track product-market insights to deliver impactful technical wins. 1/ Work in-sync with product, sales, and customers to identify winning practices 2/ Track efforts, winning solutions, and critical product gaps to drive repeatable technical wins 3/ Employ best-fit assignments to maximize resource allocation and improve PreSales performance 4/ Analyze product adoption across cohorts to map revenue to product roadmap 5/ Build insights into deal velocity with PreSales influence to drive sales conversions 6/ Monitor deal vitals and manage evaluations as one-pagers across pipeline stages
Kapta
kapta.com
Kapta is key account management software that reduces churn and drives organic growth. Kapta's software, and our KAM Process, allow Account Management and Customer Success leaders to answer 3 critical questions about their customers: 1) Which customers are healthy and which are at risk? 2) Do we have actionable and accountable plans (growth plans, save plans, close plans) in place with each strategic account? 3) How do we measure and communicate value to customers?
Enablix
enablix.com
Revenue teams move fast, and enablement shouldn't slow them down. Enablix keeps your teams in sync so your marketers can seamlessly arm your reps with the content, training and enablement resources they need to drive results. Enablix is an enablement solution built to help teams make better use of their sales and marketing content. By seamlessly connecting and linking content from any source, reps and marketers can activate existing content and make data-driven decisions about what to create. Whether you're sharing with prospects, customers or partners, Enablix helps streamline communication and boost performance.
Nektar
nektar.io
Nektar is an intuitive mobile data collection and management platform designed to allow our clients to leverage their data and streamline workflows.
Gainsight CS
gainsight.com
Retain And Grow Your Customers At Scale. Gainsight CS makes customers your best growth engine. Get a comprehensive view of your customers, understand trends and risks, and empower your team to scale with proven actions that deliver outcomes.
CustomerGauge
customergauge.com
The Account Experience software automatically captures and distributes feedback from your accounts including non-survey data to front-line managers in real time to help them reduce churn, drive up-sells and close new business with promoter-based referrals. CustomerGauge is a B2B customer experience management platform that enables clients to: - Collect customer feedback from multiple stakeholders in an account - Create custom dashboards for displaying real-time results - Set goals and targets for closing the loop with customers - Segment customer insights by region, product, facility, and more. - and align employees CX-related business initiatives CustomerGauge is also the first and only customer experience management solution that automatically combines customer insights with revenue data. This allows CX managers to: - Identify and prioritize the most impactful customer experience improvements - Forecast the impact of future CX improvements across the customer journey - and report on the ROI of valuable customer experience initiatives
Akita
akitaapp.com
Akita is an innovative Customer Success Management platform that helps businesses nurture, retain, and grow their customer base. We connect the cloud-based software-as-a-service applications business use and aggregate data in real-time. This allows us to provide Customer Success Managers with a comprehensive history of their customer relationships spanning every department in their organization. Customizable, intelligent alerts based on this data will help businesses optimize their account retention and expansion processes.
Cust
cust.co
Elite Customer Success teams get better with Cust AI agents. AI agents enable CSMs to get to know even your smallest customers. Turns these insights into personalized success plans. Recommends the next best action across the customer journey. Cust is an autonomous customer success platform that makes high-touch experience possible for smaller customers. The platform gives companies AI agents that proactively get to know their long-tail customers. Turns these insights into a personalized success plan. Influences their decisions across the full customer journey - from onboarding to renewal.
EverAfter
everafter.ai
Scale Customer Success, One Digital Touch at a Time. With EverAfter you can design scalable, customer-facing interfaces that guide, engage, and empower your customers to work autonomously and achieve their goals Unlike Customer Success Platforms, which are designed to optimize internal management, EverAfter equips businesses with the tools to optimize their services for their customers, to drive productivity and efficiency, ensuring that every interaction is strategic and goal-oriented by productizing programs like onboarding, ongoing communication, academy, QBRs, success plans, and more. By productizing your customer programs with EverAfter, your customers will be able to your achieve their desired outcomes so your business metrics see significant improvements. Experience accelerated time to value, higher engagement rates, superior setup quality, increased retention, enhanced customer experience, greater customer adoption, and reduced churn. All of this happens when you start with the customer.
Certinia
certinia.com
Certinia (formerly FinancialForce) delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. The company’s Professional Services Automation (PSA), Customer Success, and ERP solutions—delivered on Salesforce’s leading cloud platform—provide the ability to run a connected services business, deliver with intelligence, and achieve business agility. Headquartered in San Jose, California with offices around the world, Certinia is backed by Haveli Investments, General Atlantic and Salesforce Ventures. For more information, visit www.certinia.com.
Enthu.ai
enthu.ai
Enthu.AI helps contact centers improve revenue and customer retention through AI driven insights. Enthu.AI enables 100% customer conversation monitoring, auto surfaces interactions that matter and helps quality teams improve agent performance through personalized and to-the-point coaching and training. Suited for both revenue and support functions, Enthu.AI helps optimize agent performance resulting in measurable gains across call QA efficiency, customer satisfaction score, new agent onboarding and agent training & coaching time, ultimately impacting revenue. For further information, visit https://enthu.ai
Brainbase
brainbase.com
Brainbase is a modern technology platform that helps licensing teams optimize their partnerships from contract to revenue. From deal management to royalty reporting and product approvals, Brainbase acts as one platform to unify your licensing operations. Ditch manual processes and spreadsheets to grow your licensing business with Brainbase.
Boxxstep
boxxstep.com
Boxxstep is a Buyer Engagement and Enablement platform for sales teams in complex and enterprise sales. We complement your CRM by helping you focus on the buyers involved in the buying decision. We do this through three core capabilities: KNOW - Relationship Mapping and advanced opportunity management ENABLE - Outcome Enablement Plans LEARN - Win Loss sales performance feedback
Startdeliver
startdeliver.com
A Customer Success Platform that is actually easy to use. Most tools used by Customer Success are either made for Sales or way too complicated. Startdeliver lets CS teams easily monitor customer health and learn which actions best help customers be more successful and less likely to churn. Startdeliver is for Customer Success what CRM is for Sales. A platform that helps CS teams monitor customer health, manage projects and automate workflows – made to be easy to use, easy to integrate, and easy to maintain.
Flowla
flowla.com
Flowla is the new way of engaging your prospects with digital personalised journeys, where your content is consumed in a fun and engaging way and conversations start naturally… Whether you’re in; - Sales and closing deals , - Success and onboarding new clients, - Recruitment and wowing candidates, - or any other role where you’re building momentum and appetite, try Flowla to stand out from the crowd and move faster
Successeve
successeve.com
Successeve is a cloud-based Customer Intelligence Platform. Our series of products provide actionable scores and analytics at each stage of the customer journey to facilitate the efforts of the sales, marketing and customer success teams. Our goal is to help companies increase their growth by converting, retaining and expanding more customers. The Successeve products are propelled by three core engines: the centralization of data, the scores, and the automated actions.
Beatchurn
beatchurn.com
Churn is one of, if not the hardest parts to manage for any Software-as-a-Service (SaaS) company. Having access to the right customer data is vital in your battle against churn. Beatchurn provides you and your Customer Success team with the right tools to fight revenue churn. Create a full customer 360 degree view with all your scattered customer data, in one place. Track meetings, contacts, renewal data and much more, in a single application.
Raaft
raaft.io
Raaft helps SaaS companies reduce churn and collect better feedback from customers. When your subscribers hits ‘Cancel’, Raaft steps in with a no-code retention flow. You can ask subscribers why they’re leaving, and offer custom responses to get them to stick around longer. You can also collect better feedback and get higher-quality analysis to build a better product.
Customerscore.io
customerscore.io
Customerscore.io helps SaaS businesses prevent churn and spot upsell opportunities, enabling them to grow revenue and improve customer retention. By providing actionable insights, we help companies make data-driven decisions to improve the effectiveness of their customer-facing teams. Key Benefits: * Fast Implementation: Ready-made data integrations streamline deployment * Churn Insights: A machine learning model reveals churn drivers and actionable insights * Proactive Notifications: Smart alerts highlight churn risks or upsell chances * Automated Outreach: Playbooks enable efficient, personalized customer communication Customerscore.io analyzes your user base to identify where upsell potential lies and highlight risks of churn, enabling data-driven decisions that drive growth.
SmartKarrot
smartkarrot.com
SmartKarrot allows Customer Success and Account Management teams to handle your Customer Growth (Expansion & Retention) and Scaling Growth operations efficiently (through Intelligence & Automation). 1. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies. 2. SmartKarrot's Intense focus on Automation & Playbooks allows its customers to scale efficiently. 3. SmartKarrot's New Age Design with a PLG mindset allows for a great experience for users. 4. SmartKarrot's unlimited user packages allow its clients to become truly Customer Centric, and enables great alignment within teams.
CustomerSure
customersure.com
CustomerSure combines powerful customer experience software with our robust methodology and unparalleled support. Since 2010, we've been helping our customers gather, understand and act on the valuable insights provided to them by their own customers through feedback surveys. With powerful, intuitive software backed up by expert consultancy and support, CustomerSure helps you design and execute customer feedback processes that transform your business performance. We're trusted by businesses including Barchester Healthcare, Philips, Covéa Insurance, KK Wind, Magrabi and GBG Group, helping them to understand more about their customers, and then retain and delight them. When you start using CustomerSure, you get more than just a handful of dashboards. All our packages include: - Our fully-featured, easy-to-use customer feedback software - A proven survey methodology to drive measurable results - Unparalleled support from CSAT and customer feedback experts If you’d like to see CustomerSure’s award-winning approach in action, contact us for a Free Pilot Project. We’ll help you design and run a short, live test to show you exactly how everything works and prove the real impact our approach has on your customers - and your business.
Revver
revverdocs.com
Revver, formerly known as eFileCabinet, is the pioneer of solutions that help companies digitize and automate their document-dependent work. The company’s award-winning and category-redefining platform, also called Revver, transforms document-dependent work from a burdensome task to a powerful source of growth and positive impact for organizations of all sizes and across a broad range of industries. With strengths in organization, findability, automation, collaboration, and security and compliance, Revver empowers teams to efficiently and effectively handle all aspects of document work. Revver is a document management solution that combines advanced OCR, secure file sharing, and powerful workflow automation tools to transform how businesses deal with paperwork. Revver can recognize any document type, so when they’re scanned or uploaded, the system knows what to name it and where to file it. With strengths in organization, findability, automation, collaboration, and security and compliance, Revver empowers your team to handle all aspects of document work. Revver is a document management solution that combines advanced OCR, secure file sharing, and powerful workflow automation tools to transform how your business deals with paperwork. Revver can recognize any document type, so when you scan or upload it, the system knows what to name it and where to file it, and can retrieves it in an instant, so you don't have to deal with the setbacks of lost or misplaced documents. Share documents with coworkers and clients alike with encryption-backed file sharing and complete documemnt tasks with Revver's native eSignature and one-click approvals. Coupled with intuitive automation and compliance tools, and Revver is one of the most comprehensive, all-in-one business applications on the market. Additionally, Revver's award-winning support helps you with your software implementation every step of the way, so you can get the most out of your document management solution.
Arrows
arrows.to
Customer-facing onboarding plans that attach to deals & tickets inside HubSpot. Are you waiting on your customers to complete their onboarding? Stop waiting. Arrows is the tool for onboarding, sales, and success teams to close revenue faster and create happy customers. Reduce time to value, increase adoption, and unlock growth. Customers always know what’s next on their path from signed up to successful and your teams stay focused on their most valuable work with workflow automations, email reminders, and in-depth reporting.
Content Snare
contentsnare.com
Content Snare is the simple way to onboard clients, collect documents and get answers without the endless back and forth. Intuitive and dead-simple to use, it's your single source of truth when gathering information from clients. Stop getting lost in email, messy client portals and confusing spreadsheets. Loved by 1200+ companies worldwide, including accounting firms, marketing agencies, and professional services. If you need your clients to send you information, Content Snare can help.
Velaris
velaris.io
Velaris is the all-in-one customer platform that helps you position customers for success and sets your operational cadence in place. Understanding your customers has never been this easy, or, dare we say it, fun.
Upollo
upollo.ai
Knowledge is everything – get a full 360° view of your prospects. Upollo analyzes everything your users have done in the past in order to give you actionable insights. Upollo accelerates subscription business growth by predicting who is going to churn, convert, expand and why. They analyze over half a billion dollars in subscription revenue, billions of events for tens of millions of users and provide these internet scale learnings to subscription businesses all over the globe. Customer success teams use Upollo to find and act on churn before it happens and identify expansion opportunities, sales and marketing teams use it to find the right opportunities and how to turn them into additional revenue.
ChurnKey
churnkey.co
You focus on product and growth. Churnkey will handle retention for them. You can use Churnkey to supercharge every part of customer retention and optimize your company’s growth: personalized cancel flows that keep subscribers, recovering failed payments, and informing customer-driven product development. Churnkey is a retention automation platform that reduces churn, facilitates payments, and drives more revenue for companies built on recurring revenue. Their platform makes it easy to quantify retention opportunities and implement retention flows for voluntary churn/cancellations, failed payments, reactivations, and more. Their slate of products includes personalized cancellation flows, failed payment recovery, reactivation campaigns to win back customers, retention analytics, and more. They specialize in helping self-serve subscription offerings such as SaaS companies, consumer memberships, nonprofits, news/media publications, and streaming companies.
Clustdoc
clustdoc.com
The new way to manage your pre-project phase & onboarding workflows. Invite third-parties to join your project from a custom portal, walk them through what needs to be done, review the submitted information with your team, sign contracts and NDA easily and get things done from your client management mobile app!
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