
Align Your Business Around A Single View Of The Customer
- Provide a centralized, holistic view of your customer, their journey, and desired outcomes to every team
- Monitor customer health with the most accurate and comprehensive health scoring framework to spot risk and opportunity sooner
- Uncover actionable insights and trends from your customer data with powerful, easy-to-use analytics
Supercharge Team Productivity And Scale Your CS Strategy
- Empower CSMs to work more efficiently with all of their most important insights and action items for their portfolio in a single, personalized view
- Trigger the right actions at the right time with proactive alerts and prescriptive, step-by-step playbooks
- Power your digital-led strategy and deliver personalized engagement at scale with automated journey orchestration
- Take productivity to the next level with integrations to the tools your team uses every day, such as Zoom, Gong, Gmail and Outlook


Simplify Collaboration Around Your Customers' Success
- Enable better hand-offs for customer-facing teams and save time with centralized note-taking and touchpoint tracking
- Capture customer goals, develop an action plan to achieve them, and collaborate directly with customers on their progress
- Coordinate the right actions across multiple teams and drive consistency in key workflows with prescriptive playbooks
Deliver The Outcomes Your
Customers Desire
Customer 360
Enable Your Team With A Single Source Of Truth For Essential Information About Every Customer
Scorecards
Create A Robust Framework To Capture Every Dimension Of Your Customer Health
Playbooks
Scale Your Team’s Actions With Proactive Alerts And Proven Workflows And Templates
Timeline
Align And Drive Next Steps With A Chronological, Easy-to-update View Of Every Customer Interaction
Success Planning
Help Your Team Guide Customers To Desired Outcomes And Easily Share Updates
Horizon Analytics
Explore Trends And Share Critical Insight With Industry-leading Reporting And Dashboards