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Are you experiencing...

  • Your team is currently ad hoc - looking for consistency in customer interactions
  • The need for scalable but meaningful engagements with customers
  • Seeking greater client accountability via mutual plans, tasks and visibility 
  • Desire repeatable processes and better outcomes from QBRs, strat plans etc...
  • Poor execution of land and expand processes with your team
  • Difficulty in creating continuity on sales handovers?
  • Limited connection with decision makers?

Modern customer success engagement for experiences AND results...

Workspaces unite customer stakeholders, yielding 5x the engagement and unleash opportunity

Workspace for client engagement

Your customers are busy and have high expectations for every meeting and engagement. The role of customer and account success is to partner with customers to ensure confidence with current offerings and aligning value for new opportunities. This continual and collaborative process requires a new way of engagement and enablement for CS teams. 

Centralized and dynamic workspaces

  • On-demand (always available)
  • Two Way - Collaboration and Tools
  • Frictionless and meaningful experiences
  • Secure environments for regulated industries
.

Internal Teams
External Stakeholders

Customer Collaboration

Modern customers are complex and they have many stakeholders. The key to ensuring satisfaction and areas of growth for the account relies on consistent and meaningful collaboration. Collaboration and alignment can occur on quarterly business reviews, client mutual plans, strategic roadmaps and more. Engage helps orchestrate environments to demonstrate current value and future value via measurable communication and collaboration to unlock account success. 

QBRs and Account Plans

Surveys and Data Collection

Doc and File Sharing

Workflow and Tasks

Report Sharing

Process

As a customers and account leader you are looking for consistency with your team but also not to look cookie cutter. Engage has proven customer engagement processes, modules, and micro experiences to drive scalable engagement.  

  • Proven repeatable processes for customer engagement
  • Seamless integration with popular platforms
  • Measuring the complete client experience (internal/external)
  • Adaptive enablement and engagement science by vertical, role, persona, and more
  • Continuous improvement of processes and engagement
.

Templates

Guidance

Reciprocation

Systems

See this use case in action

 

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35%+
increase in client engagement
5X
for every CS action Engage does 5 more
60%+
increase in efficiency in communication and collab

Resources and templates to get you started

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QBRs - Quarterly Business Reviews

Keep prospects on track and accountable - measure true prospect health.

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Customer Touchpoints

Adaptive enablement and engagement science by vertical, role, persona, and more.

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VISIT RESOURCE CENTER

CS Insights for your team
Image for 3 Stages of Customer Lifecycle: Get, Keep and Grow
3 Stages of Customer Lifecycle: Get, Keep and Grow

These phases of the customer success lifecycle involve getting new customers, keeping these customers, and growing exsisting customers. Each phase is meant to accelerate growth, maximize phases of revenue and create the most impact for your clients. 

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Better Customer Success Through a Customer Hub

Businesses are steadily adding more and more customer-facing teams. That said, without the right processes, these multiple customer touchpoints can lead to a number of problems resulting in frustrated customers and frustrated employees.

Image for Do Quarterly Business Reviews Drive Customer Success?
Do Quarterly Business Reviews Drive Customer Success?

QBRs are flexible and can work within the framework of any business model. Invest the time to develop and implement QBR templates to create an open line of communication and effective means of hitting goals.

SEE MORE INSIGHTS

See this use case in action

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