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Kapta's software has been invaluable to numerous departments, from sales to support, in their efforts to better engage with clients and …
Overview
What is Kapta?
Kapta is a customer success management platform with an account-based approach. The vendor describes Kapta as a key account management platform. It aims to help account managers chart out expectations and progress and report on how well goals are met for high-value customers.…
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What is Kapta?
Kapta is a customer success management platform with an account-based approach. The vendor describes Kapta as a key account management platform. It aims to help account managers chart out expectations and progress and report on how well goals are met for high-value…
Entry-level set up fee?
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- Premium Consulting/Integration Services
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Alternatives Pricing
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What is Intercom?
Intercom creates modern Customer Service software that aims to redefine how businesses support their customers. The platform connects businesses directly to customers using powerful messaging and automation. According to the vendor, Intercom enables teams to scale support without investing more…
Product Demos
Video Demo Primera Comunion Kapta
YouTube
Kapta Techstars Boulder Demo Day 2014
YouTube
Key Account Management Software Demo Video - Kapta
YouTube
Product Details
- About
- Tech Details
What is Kapta?
Kapta is a customer success management platform with an account-based approach. The vendor describes Kapta as a key account management platform. It aims to help account managers chart out expectations and progress and report on how well goals are met for high-value customers. Kapta includes forecasting, dashboarding, and collaboration features, as well as customer health metrics.
Kapta Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
Kapta's software has been invaluable to numerous departments, from sales to support, in their efforts to better engage with clients and foster long-term success. The platform allows for the organization and reporting of opportunities and sales pipeline, making it easy to track key individuals and contacts at clients. This functionality has been especially useful in understanding the history of client relationships over time, allowing new account managers to become up-to-speed quickly.
Kapta has transformed customer success departments from tactical to strategic. The software reinforces processes and introduces consistency into approaches, enabling better global coordination and alignment between internal and external goals. Teams can create plans, import data from other systems (e.g., Salesforce), and develop game plans for the year. Furthermore, users are able to track tasks and strategic objectives as well as measure objectives and actions with Key Customer Accounts. With Kapta, teams have access to insights that were not available before with just a few clicks while SWOT analyses and action plans encourage teams to think more strategically about their work for clients. Finally, proprietary algorithms give teams one metric that matters most in relation to their customers, allowing them to measure satisfaction, identify risks, and know which accounts require attention.
Organizational Tools: Several users have praised Kapta for its detailed org charts and hierarchy trees that help them better understand their client relationships and identify key stakeholders. They also appreciate the flexibility and customization offered with defined fields, making it well-suited for learning more about customer behavior.
Account Planning: Many reviewers find Kapta's account planning tool useful for all departments to share and view the big picture for each client and customer. It helps keep track of accountability and progression with customer accounts, which has helped improve their financial situation.
Clear Roadmap: A common theme among user reviews is how Kapta provides a clear roadmap for how to engage with customers, including a detailed and action-oriented account plan. Users appreciate how quickly they can see where they stand with all their clients, what relationships need attention, and how they are positioned for growth and success.
Confusing user interface: Some users have found the user interface of Kapta to be complex and confusing, particularly for organizations with multiple subsidiaries.
No mobile app: Multiple users have expressed a desire for an app version of Kapta as they find it challenging to access information on their phones.
Expensive for small businesses: According to some users, Kapta can be costly, making it difficult for small businesses to afford.
Users commonly recommend integrating Kapta with an existing CRM and populating it with quality data. They suggest spending time with the Kapta team and going through a workshop for successful implementation. Users also advise communicating with the Kapta team for assistance during the implementation process. Moreover, users believe that Kapta is a great tool for improving consistency within a sales team's account plans and think it has no substitute when it comes to helping businesses grow.