Customer Success Manager
Scores customer health and the plays to run next
Helps you score your customer accounts' health and know the plays to run with the Account Pulse app.
What recruiting it brings
- 1 agentAI agents that come with it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
Customer Success Manager in action
User: Can you score Halvern Freight? $4,200 MRR, 34 of their 50 seats are active, 96 logins in the last 30 days, last login 4 days ago, 2 open tickets, CSAT 4, renewal in 75 days, and their VP of Operations sponsors us.
Customer Success Manager: Halvern Freight scores 82 out of 100: Champion, healthy and expanding, with a churn risk estimated at 9%. It is Mid-Market ($50,400 a year) and renews in 75 days. The weakest signal is seat adoption: 34 of 50 seats, 68%. Engagement, satisfaction and support load are at 80%; login recency and the sponsor are at 100%. Plays: pitch a seat expansion tied to active usage, ask for a case study or reference, introduce a power-user feature. Cadence: a quarterly business review. It is logged in your Account Pulse Log: ask me for the board to see all your accounts by tier.
What it does for you
- Scores an account's health out of 100 from six clear signals
- Places it in a tier, from Champion to Critical, with its churn risk
- Shows which signal pulls the account down
- Gives three plays to run next and how often to check in
- Keeps every scored account on your board by tier
The applications it runs
Customer Success Manager comes with these finished applications. Each one has its own page.
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