Customer Success Managers are crucial to retaining customers. Apptegic provides a solution for Customer Success Managers that helps you better understand what each customer is doing ... and respond.

1. Guide Each Customer to Success

2. Who: Customer Success Manager
Goal: Keep existing accounts successful and renewing
CONFIDENTIAL

3. Churn
Renewal,
Paying
Upsell,
Customer
Repeat Purchase
Success Loop
CONFIDENTIAL

4. Churn
Low Customer Engagement
Not using social features
Just using document create/edit
Working in only 1 filetype Renewal,
Upsell,
High Customer Engagement
Connected with >10 colleagues Repeat Purchase
Following many
Working in mutiple filetypes
Visiting frequently
Success Loop
CONFIDENTIAL

5. Understand each customer deeply with Apptegic
Use cases analyzed
CONFIDENTIAL

6. Respond appropriately and in-context with Apptegic
In Person or By Email In App with a personal message
Hi Karl,
Thanks for using our
application.
It looks like you haven’t used
this key feature yet.
This well-known company has
gotten 10% improvement from
using that feature. Read about
it here.
CONFIDENTIAL

7. CONFIDENTIAL

8. Guide Each Customer to Success