Success4 Success Plan lets you create objectives with KPI and milestones, to provide value to your high touch customers and achieve
mutual Success.
Success Plans enables you to manage high touch customer activities with great ease. You can easily create high touch account-specific Success Plans and objectives which are relevant for your business and your customer’s success. It lets you easily define the series of actions that enable you to achieve success based on concretely defined objectives.
Objectives
Define the most important objectives
for your business and your customers
success, using KPIs and custom
milestones with target dates to
quantify success, and track the
progress automatically.
Action
Take the most important series of
actions to provide value to your
high touch customers and achieve
combined success based on concretely
defined objectives.
External Process Automation
Integrate your favorite software
tools with Success plan actions to
automate the most important
tasks right inside from Success4.
Assets/Notes
Manage your important documents
and notes for each Success plan action.
Solutions
Success Planning
Customer-Centric Culture
High Touch Customer Success
Stakeholder Management
Customer Collaboration
Want to know how you can get started with Success Plans?