Achieve Your Desired Outcomes
Retaining customers starts with understanding the overall health of the account. Improve retention rates by 10% with a single source of visibility for all accounts at all times.
Provide consistent delivery by incorporating prescribed best practice activities that keep your customers fully engaged and delighted.
Expand Your Footprint
Knowing your customer’s ongoing needs allows you to offer the right solution at the right time, which can lead to a 15% increase in average customer lifetime value.
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.
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.
Finally, 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.
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.