Success Plan

Success Plan

Achieve Mutual Success with your High-Value customers

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