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A success plan for every customer.
Customer Success in CloudOffix Sales Cloud gives every customer success manager one plan per customer: the people, the touch cadence, the risks, the QBRs and the products in use.
Everything a CSM needs on one record
Contacts and cadence
Every contact with role, influence and a preferred cadence. The next touch date is calculated from the last one.
Touch history
Calls, meetings, emails and lunches logged on the plan, updating each contact's last touch.
Active risks
Adoption, relationship, financial, product, renewal, delivery or technical risks with severity, status and an owning team.
QBRs
Quarterly business reviews with their dates and documents.
Adoption
Used, partial or not used for every product the customer has.
Active subscriptions
The customer's active subscriptions next to the plan.
Success plans that sales can act on.
Created from the subscription
Assigning a customer success manager on a subscription creates or links the customer's success plan.
Risks with an owner
Each risk is owned by support, delivery, renewals, product, sales, finance or legal, so the right team acts on it.
Adoption feeds growth
Products marked as used drop out of the account's whitespace, so growth managers work only on real expansion.
Opportunities on the plan
Leads and opportunities linked to the plan keep sales and success on the same page.
Know where every customer stands
My success dashboard
Active plans, open and critical risks, touch trends, QBR timeline and most engaged customers.
Team dashboard
Customer load per CSM, risk severity by type and risks by quarter.
CSM history
Every change of customer success manager is kept on the plan.
Customer success questions
How is a success plan created?
Assign a customer success manager on the customer's subscription, and CloudOffix creates or links the success plan.
How does customer success work with account growth?
Adoption on the success plan feeds the growth account. Products already in use drop out of the whitespace, and growth ideas become sales opportunities.
Explore Sales Cloud
Give every customer a plan.
Book a demo to see a success plan with its contacts, risks, QBRs and adoption.