A Platform for Agile Customer Success

Customer Success Management is an agile, iterative process that must be done right in order to achieve its goal: retaining delighted customers.

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Account Dashboard

Both CSMs and Executives need to see quickly the current state of each account. Bosltra’s account dashboard provides a bird’s eye view of customer health, contract status, and more for each and all accounts.

Account Dashboard

Customer Lifecycle Dashboard

Drilling into each account allows the CSM to view critical progress around customer health and lifecycle achievements. This combined view provides a more holistic indication of overall customer success.

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Achieve Desired Outcomes

Activity Dashboard

Switching over to the CSM’s Activity Dashboard provides a detailed KanBan view of the work that needs to be done. Activity cards are found in swim lanes indicating the urgency of the work. Drilling further into each card provides the necessary details to complete each activity. This allows a CSM to prioritize their work and track engagements in an efficient manner utilizing their time effectively.

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Integrations

Customer Success only works if you can access all your account details in a single location. The Bolstra platform has the capability to integrate data from other valuable resources within your organization, allowing account detail to be comprehensive, and workflow to be seamless.

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