Customer Success Automation

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Customer Success automation seems like it would be a straightforward function, but it’s actually a rather nuanced and structured asset to have in your toolkit. A user can make a CSA as granular or general as they would like, depending on the depth of function they’d like the platform to provide. The main action items of a CSA is to track your customers, analyze their behavior and aggregate a health score, message them when necessary, and take action automatically when particular triggers are launched. CSAs allow CSMs to be proactive in their work, and not repetitive, process drivers. This infographic breaks down what a CSA does so that everyone can grasp its value!