Customer Success Management

Easy, Secure, and Intelligent

Four Stages of Customer Success



Provides insights on all aspects of customers, segments, usage, product adoption and your teams.

  • Customer 360 & Health Scores

  • Profile and Segmentation

  • Usage



Better insights drive better engagement with your customers and across your organization.

  • Adoption Score & Customer Journey

  • Playbook Guidance

  • Alerts and Actions



Increase retention and reduce the risk of churn with proactive monitoring and action triggers.

  • Early Warning Models

  • Churn Risk

  • Renewal Blueprint



  • Early Warning Models

  • Churn Risk

  • Renewal Blueprint

Why Success4 ?

  • Deployment

    Imagine implementing a state of the art Customer Success Management system in days versus months. With Success4, your CSM set up will be up and running in a few days so you can concentrate on more important things like helping your customers during their life cycle journey; accelerating your time to value.

  • Data Import

    Moving between Customer Success and spreadsheet is crucial for many businesses, so we wanted to make it as painless as possible. We’ve simplified the process with easy field mapping and template creation, so after you import once, the next time is a breeze. You can import data from various sources including databases, local filesystems, online storages, and from external services like Salesforce with a click of a button. 

  • Playbooks

    Account playbooks are critical because they provide a repeatable, trackable, and systematic way to customer success. A playbook is a series of actions to achieve specific results. You can use our playbook template actions or create custom actions within a playbook. Action completions and status can be tracked to insure that the desired result is achieved.

  • Enterprise grade security

    In addition to using industry leading security standards, Success4 provides deep level IAM and access policies, granular levels of user access to information, which can be revoked at any time, even after the data has been distributed. Success4 also provides support at all stages of implementation and use, including professional services to help optimize solution integration and use cases.

  • On premise deployment

    Success4 has a flexible deployment model.  Customers can choose from On-Demand deployment, or an On-premise deployment hosted on their own servers. The On-Premise option provides the most control over the entire solution and the data doesn't leave the customer environment.

  • Cloud deployment

    Cloud deployment is hosted by Success4, and it is the easiest to get started, and has a generally lower Total Cost of Ownership (TCO) since On-Premise deployment needs more internal IT resources to install, secure, and maintain the infrastructure, which can create the higher TCO.

  • Augmented intelligence driven proactive monitoring

    The power of Decision Science models and Triggers come together for proactive monitoring, predictive and prescriptive guidance for actions in a timely manner. This predictive capability can minimize negative impact to your recurring revenue by pre-empting with actions to be taken by your CSM team.

  • Decision science based action triggers

    Decision Science based action triggers give administrators the ability to set up actions for specific events. It could be an email notification or SMS for a certain event like your Customer's health score dropping beyond a certain point or triggering multiple other EPAs depending on the situation.

  • Predictive alerts and action

    Predictive alerts works along with EPA to provide you a complete alerts and actions framework ranging from simple email and SMS notifications to automatically launching a marketing campaign or sales lead based on certain event being triggered. You have a wide variety of EPA sources to choose from.

Get in touch with us

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