Successbloc

See a 360 View of Your Customers

Your complete real-time view into customer health, across all of your customers, in one place.

Categories:

Customer Success

Publisher:

Totango

Data Security & Privacy:

Overview Goals & KPIs Segments Plays Campaigns Assets

Introduction to Customer 360

Get instant access to a dynamic single 360 view of your customers with the Customer 360 SuccessBLOC.

Build your complete real-time view into customer health, across all of your customers, by easily connecting all of your customer data - in one place. Surface insights into the state of your customer base, their journey and lifecycle, whether they’re using your products or not, their level of engagement, and their willingness to recommend your business, giving you the context and history you need to engage more personally and proactively.

The Customer 360 toolkit allows you to:

See customer demographics in aggregate
Monitor customer loyalty and satisfaction
Quickly view the health of your customer base
Track customer engagement and product utilization
Stay up-to-date on account coverage & your team’s activities

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What's Included?

goals & kpis

Measure success for the customer and success for the business

Surface Customer Insights

Number of Accounts
Total Contract Value
Customers By Journey Stage
Customers By Industry
Customers By Tier
Account up for Renewal
Revenue up for Renewal

Monitor Customer Health & Engagement

Account Health
CSM Sentiment
NPS
CSAT
Average License Utilization
Average Active Days
Monthly Active Users

Monitor Team Activities

Account Coverage
Needs Attention
Accounts by CSM
Accounts by Sales Manager
Accounts w/ Open High Priority Tickets
Customer with >= 5 open Tickets

Customer segments

Filter and analyze groups of users or accounts to stay ahead of behaviors and deliver success

All Active Accounts
Account up for Renewal
Last touch in the last 14 days
Accounts w/ Last Touch over 30 days ago
Customer with >= 5 open Tickets
Accounts with Open High Priority Tickets
All Paying Users

successplays

campaigns

Resources

Help your team with company and industry best practices to shorten the learning and training time and create consistency across your engagements.

What Is Customer 360 And How Does It Affect Customer Success?

Setup your SuccessBLOCs today. Try Totango for Free.