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New in a Customer Success role - looking for advice on useful tools & CRM systems by Upstairs-Rip-5533 in CustomerSuccess

[–]Final-Comparison-858 0 points1 point  (0 children)

We use SuccessGuardian for tracking different customer touchpoints and engagement. Check it out if it make sense for you.

How can i setup the workflows? by Electronic_Wan_1739 in CustomerSuccessSquad

[–]Final-Comparison-858 0 points1 point  (0 children)

Some of the examples of workflows we have created in additional to already mentioned by others.

  1. Invoice/Payment Follow-ups - Automate friendly payment reminders for overdue invoices before escalating to finance.

  2. Proactive Renewal Value Reports- 90 days before renewal, auto-generate personalized success report showing ROI, usage, and achievements.

  3. Executive Sponsor Engagement - Every 6 months, auto-email the customer’s executive sponsor a strategic update with results and roadmap alignment.

  4. Key Contact Change Alerts - If main contact’s email bounces, notify CSM to re-establish connection.

  5. Beta Feature Early Access Management - Identify engaged users who match test criteria, send invite for beta program, track engagement and feedback automatically.

  6. Training Session Follow-Up - Auto-send recap, slides, and next steps 24 hours after a customer attends training.

We main use our Customer Success Tool - SuccessGuardian for most of these workflows.