Introduction to the Analyze Customer Health SuccessBLOC
The Monitor Customer Health SuccessBLOC leverages Totango’s Dimensional Health models to help businesses understand the health of their customers and engage accounts when their health changes. It comes out of the box with the foundational content, assets, and health models that you need to score, analyze and engage with accounts based on their health in an intelligent and automated way.
goals & kpis
Measure success for the customer and success for the business
Monitor Customer Health Trends
- Overall Customer Health
- Overall Health Score Trend
- Usage Health
- Support Health
- VOC Health
- Work Health
- Billing Health
- Risk Health
Ensure Customers Are In Good Health
- Percentage of Accounts in Good Health
- Accounts in Good Health Trend
- Improve to Good Health - Last 7 Days
- Health Declined - Last 7 Days
Get Customers Out Of Poor Health
- Accounts In Poor Health
- Percentage Of Accounts In Poor Health
- Contract Value At Risk By Dimension
- Paying Accounts In Poor Health Trend
Customer segments
Filter and analyze groups of users or accounts to stay ahead of behaviors and deliver success
- All Paying Accounts
- Accounts at Risk
- Accounts Whose Health Declined in the Last 7 Days
- Accounts Whose Health Improved to Good in the Last 7 Days
- All Paying Accounts in Good Health
- All Paying Accounts in Poor Health
successplays
Automatically triggered or manual workflows containing sets of tasks and actions, prompting Customer Success Managers to focus on the most meaningful activities right on time
- Track Days in Good Health
- Reset Days in Good Health
- Track Days in Poor Health
- Reset Days in Poor Health
- Persistent Poor Health
- Reference Request
campaigns
Automate your communications using campaigns to send automation emails triggered by various goals
- Ambassador Program Invite
- Stagnant User Winback
Resources
