Customer Success

Understanding customer needs and expectations is important to customer retention and growth. Performitiv’s performance improvement software helps customer success managers gather customer feedback and monitor performance measures while offering a central place to manage contractual details and retrieve critical contacts and documents.

Functions:

We help measure, communicate and improve performance of

  • Internal clients within your organization (ex. support services, shared services)
  • External clients with whom you transact business

Performance:

Performitiv delivers customer success managers a platform to collect, process, store and report critical business intelligence that will:

  • Highlight clients at risk for growth and retention
  • Identify clients receiving extreme value from your services
  • Pinpoint insights to help you deliver more value to your clients

Performitiv’s measurement tools are exhaustive yet flexible and include:

  • Feedback surveys to gather both client and support team experiences
  • Operational data uploads to measure and trend SLA performance
  • Dashboards and Scorecards to view internally and share with clients
  • Transactional reports for exploratory analysis and change identification

Process:

Performitiv centralizes and automates transactional tasks that go into managing valued client relationships such as:

  • Workflow automation to distribute data requests, updates, and renewals
  • Action plan templates to drive improvement actions based on measurements
  • Document management to centrally store notes and critical documents
  • Contract management to track compliance with agreed terms/conditions

« Check out all of the Solutions that Performitiv specializes in.

Download Our Customer Success Solution Sheet

Request a Meeting