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FinancialForce

Customer Success Cloud

Accounting & Financial | Accounting Software
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Product Overview

Transform the art of delivering success into a true team effort

Utilize customer success software to organize and orchestrate the implementation of your customer success best practices end-to-end, enterprise-wide, on your customer platform of record—Salesforce.

Specifications

  • CUSTOMER ENGAGEMENT

    • Get a complete view of every
    • customer's journey
    • Unlock a consolidated view of every customer's journey with customer success software. From opportunity to renewal, and everything in between, see every touchpoint and view critical insights into customer lifetime value, cost of service, and impact of monetization efforts.

  • SUCCESS PLAYBOOKS

  • Have a plan for success
  • Operationalize your customer success best practices through standardized playbooks triggered off key activities on a customer's journey. Whether it is implementation go-lives, annual renewals, or key customer role changes, know exactly what actions to take to maintain positive momentum.

  • STAKEHOLDER ENGAGEMENT

  • Show up as one team
  • Engage the right resources across the organization to transform customer success into a true team effort. Identify and activate the right individuals to enable close collaboration across sales, professional services, support, and finance teams.

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