Outcome Success Plans

Manage key accounts

Manage and track your customers’ mutual goals and action plans and share the progress of the plan with customers in a live online portal.

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Outcome Success Plans make it really easy to align, document, and track the mutually agreed upon success goals between you and your customers. Get real-time visibility into the tasks, due dates, and responsible parties through a shared online portal with your customer, making it easier to drive towards success.

Increased team alignment

Documenting and tracking mutual customer goals helps align the entire team so everyone is focused on helping customers achieve their goals.

Increased trust and transparency with customers

Share the Outcome Success Plans with customers in a live portal so they can track the progress of their objectives and Initiatives.

Standardized engagement with consistent results

Engage with customers in a consistent manner based on their phase of the customer journey.

Share your mutual Success Plan with customers in an exclusive customer portal today.

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customer email marketing, personalized email communication, email audience segmentation, automated email workflows

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