Data platform for account teams
Analytics, visualizations, and automations powering the behind-the-scenes work of growing accounts
We help B2B companies reduce churn and grow customer spending
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Integrated suite of tools for teams to get work done
Customer Journey
Build out data workbooks to monitor non-linear customer journeys
Account 360
Integrate CX360 data with qualitative context across accounts
Interactivity
Leverage 2-way sync to your CRM & SaaS apps to automate workflows
Advanced Sharing
Create templates that can be shared across the company and externally
Quickly centralize disparate data
Modern data architecture to avoid 9-month implementation cycles
Gain deeper visibility into accounts
Visual interface to create flexible, multi-layered views of the customer
Automate analytics to prioritize work
Self-service business intelligence to identify key accounts & workstreams
Track the customer journey
Pre-defined triggers and metrics to measure onboarding, adoption, and growth
Trigger downstream workflows
Integrations with SaaS tools to run ad-hoc tactical campaigns at scale
- Finally, a dedicated interface for growing existing logos
- Filter promising up-sell and cross-sell opportunities
- Map out and analyze account whitespace
- Run campaigns without IT overhead
- See account history to triage renewals
- Finally, a lightweight CS platform with minimal data entry
- Multi-layered 360 view of the customer
- Health scores supporting custom formulas
- Playbooks with data, metrics, and planning
- Structured, organized workspace to log key notes
- Customer-facing portal for collaborative execution
- Finally, a data interface for support and success eng
- Omni-search across many layers of customer data
- Quickly access application and product settings
- Review account events across multiple systems
- Trigger downstream actions and changes through the app
- Finally, a flexible platform for cross-functional campaigns
- Use CX360 data to inform account-based campaigns
- Give reps a visual interface to trigger communications
- Create ad-hoc fields to coordinate complex initiatives
- Orchestrate automated workflows across multiple tools
We supercharge your team metrics
Reduce Gross Churn
Empower your team to act on early indicators of churn
Drive Expansion Revenue
Provide actionable analytics for expansion opportunities
Improve Manager Visibility
Track rep productivity & health of customer base
Reduce Tooling Clutter
Eliminate point solutions and break down data silos