Ensuring Customer Satisfaction with Great Service
Surprise and delight customers with a proactive, holistic approach to managing relationships during the full customer lifecycle.
Common Use Cases
Explore the range of use cases that we can cover for you. Click on them to see the solution templates that we have ready.
Create A Foundation For
Customer Success
From centralizing customer data to tracking requests and monitoring onboarding activities, you have everything you need to ensure your customers are happy and your team is providing top-notch service. Proactively plan customer outreach, record customer feedback, and keep tabs on everything using customizable dashboards and reports.
Build Healthy
Customer Accounts
Create client account records that link to the Contacts, account Activities and Customer Feedback tables. Focus on proactive planning to ensure the overall health of accounts, while being responsive to any customer issues that do arise.
Be Responsive To
Customer Requests
Jump on issues as they arise, documenting customer issues and requests in Customer Support Tickets to categorize and monitor interactions. Create workflows that ensure critical issues are addressed rapidly, and track metrics to monitor customer health.
Provide Your Customers
Seamless Onboarding
Be efficient when onboarding customers and set your clients up for success. Track the onboarding process and consolidate assets needed to turn new sign-ups into loyal fans.
Ensure A Smooth
Renewal Process
Track renewals by product and take proactive action to ensure customers stay loyal to your products. Let SmartSuite help you keep customers happy by proactively identifying any issues and addressing them well ahead of renewal time.
Monitor Support Activity With
Reports And Dashboards
Keep your finger on the pulse of your customers with powerful reports and configurable dashboards. Every customer metric, KPI and measure of success is available at a glance to ensure that you’re connected to every customer journey.
How SmartSuite Works For Your Teams
Marketing powered by our Work Management Platform puts unprecedented capability at your fingertips. Start easy, then enjoy 200+ features built to help you work the way you want.
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Metrics At Your Fingertips
Slice and dice your data to track leading customer support KPIs. Drill into the details to identify root cause issues and continuously improve.
Solution Tab Link TextMetrics At Your Fingertips
Slice and dice your data to track leading customer support KPIs. Drill into the details to identify root cause issues and continuously improve.
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Collaborate In Real-Time
Promote team collaboration and cross-functional care. Unite the entire company around customer needs, pulling in product expertise, marketing finesse and executive leadership to keep customers happy.
Solution Tab Link TextCollaborate In Real-Time
Promote team collaboration and cross-functional care. Unite the entire company around customer needs, pulling in product expertise, marketing finesse and executive leadership to keep customers happy.
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Prioritize Key Tasks
Streamline your Customer Success operations with effective task management. Prioritize and assign open support tickets, incident responses, and ensure service level agreements are met.
Solution Tab Link TextPrioritize Key Tasks
Streamline your Customer Success operations with effective task management. Prioritize and assign open support tickets, incident responses, and ensure service level agreements are met.
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Quickly Connect With Adjacent Tools
Amplify your reach, centralize customer success workflows, integrating with adjacent systems to extend capabilities and work your way. Seamlessly integrate video conferencing, calendar management, SMS notifications, messaging and more.
Solution Tab Link TextQuickly Connect With Adjacent Tools
Amplify your reach, centralize customer success workflows, integrating with adjacent systems to extend capabilities and work your way. Seamlessly integrate video conferencing, calendar management, SMS notifications, messaging and more.
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Get Notified Of Critical Issues
Use SmartSuite Automations to trigger in-app, email or SMS notifications when issues hit a critical prioritization. Build clear escalation paths using Automations to ensure the right focus is applied to issues.
Solution Tab Link TextGet Notified Of Critical Issues
Use SmartSuite Automations to trigger in-app, email or SMS notifications when issues hit a critical prioritization. Build clear escalation paths using Automations to ensure the right focus is applied to issues.
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Eliminate Manual Workflow
Start the customer journey strong the second the deal closes. Set up automations to trigger workflow processes and make it easy for customers to do business with you.
Solution Tab Link TextEliminate Manual Workflow
Start the customer journey strong the second the deal closes. Set up automations to trigger workflow processes and make it easy for customers to do business with you.
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Create Support Teams
Define your teams to manage inbound customer issues and automate escalations to ensure hot items receive the appropriate response.
Solution Tab Link TextCreate Support Teams
Define your teams to manage inbound customer issues and automate escalations to ensure hot items receive the appropriate response.
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Manage Permissions
Protect customer information with technology that utilizes leading security standards and privacy protocols.
Solution Tab Link TextManage Permissions
Protect customer information with technology that utilizes leading security standards and privacy protocols.
Solution Tab Link TextCustomer Success
Customer Success
Delight your customers by logging, tracking, escalating and resolving issues as they arise. Ideal for companies with light customer support needs and low-to-medium volume of customer issues.
Customer Onboarding
Start strong. Make it easy to become your customer and set your clients up for success. Track the onboarding process and consolidate the assets you need to turn new signings into loyal customers.
Customer Surveys
Proactively engage with your customers and record quantitative and qualitative feedback. View your Net Promoter score, develop action plans based on survey results and use insights to inform product, service, or company direction.
Customer Renewals
Track renewals by product and take proactive action to ensure customers stay customers. Let SmartSuite help you keep loyal customers happy, satisfied and confident with you.
Support Library
Avoid re-solving the same issue over and over again with this centralized support library. Includes best practices, product and service data, links to open and resolved issues, and more.
Support Tickets
Create inbound customer support tickets and manage issues from identification to resolution. Easily track KPIs and view reports to ensure customers are being cared for.
Client Gift Tracker
Looking for a simple holiday gift planning solution? Or do you use gifting as a sales & client appreciation technique? This solution is for you.
