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.
goals & kpis
Measure success for the customer and success for the business
Surface Customer Insights
- 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
Resources
