If you're looking for a broad platform to manage your Customer Success workflow and improve productivity, Vitally is a good option. It centralizes real-time customer data, offers purpose-built workspaces and automation to improve efficiency. With features like a visual workflow builder, task management projects, flexible notes and real-time visibility into customer interactions, Vitally offers a 360-degree view of customer activity and health scores. It also integrates with more than 20 enterprise-grade tools, so it's a flexible foundation for optimizing Customer Success operations.
Another option is Totango, which lets companies manage their SaaS customer journey with features like pre-built customer success programs, in-app experiences, automated workflows and a multi-dimensional health score. It offers a 360-degree view of the customer and features like targeted email campaigns, customer segmentation and outcome success plans. Totango also offers enterprise-grade data privacy and security, so it's a good option for companies large or small that want to scale their customer success operations.
If you prefer a more AI-infused approach, Klynk offers a customer success management tool that marries AI technology with human expertise to offer personalized customer support. It's designed to build strong relationships and drive growth by reducing churn and increasing upsells. Klynk's continuous assessment and refinement of customer success strategies help SaaS companies improve customer satisfaction and get ahead of the competition.
Last, Forethought is an AI-powered customer support platform that automates routine tasks to improve resolution rates and lower support costs. It offers features like Solve for automated responses, Triage for routing tickets, Assist for AI-generated ticket summaries and Discover for optimizing workflows. Integrations with Zendesk and Salesforce make Forethought a good fit for e-commerce and FinTech companies, and it promises big returns on investment and productivity improvements.