Name: Kapta
Rating: 9 (1 reviews)
Author: Kapta

Help Desk

Web and Video Conferencing

Customer Support

Business Intelligence (BI)

Collaboration

Contract Management

Enterprise Legal Management

Environmental Health and Safety (EHS)

Meeting Management

Procurement

VoIP

Enterprise

Accounting

Expense Management

Spend Management

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Browser

Cloud Cost Management

Cloud Storage

Component Content Management

Converged Network Adapters (CNAs)

Data Center Infrastructure Management

Data Observability

Data Pipeline

Extended Detection and Response (XDR)

Fraud Detection

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Interoperability

Managed Print

Network Performance Monitoring

Password Management System

Release Management

Remote Support

Session Border Controllers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audio Editing

Content Management

Creative Collaboration

Direct Mail Automation

Email Marketing

Gamification

Intent Data

Marketing Analytics

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Headless eCommerce

Multichannel Retail

Presales

Sales Intelligence

Sales

Certificate Lifecycle Management

Security

Architecture

Commercial Drone

Construction Accounting

Hotel Management

Loan Servicing

Oil and Gas

Public Sector Software

Telemedicine

Vendor Neutral Archive (VNA)

Vertical-Specific

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### Account Management
Users consistently praise Kapta for its robust account management capabilities. Reviewers highlight the ease of use, effectiveness in managing customer opportunities and contracts, and the support provided by the Kapta team. The tool's ability to track customer health, manage key client profiles, and facilitate account planning is highly valued by users. Additionally, the platform's features such as relationship mapping, contact freshness, and key account planning tools are commended for helping users stay on track with their account management strategies. The integration with existing CRM systems is also noted as a valuable aspect that enhances the overall account management process.

### Client Engagement
Users consistently praise Kapta for its ability to enhance client engagement and strengthen relationships with customers. The platform's robust features, such as contacts management, notes section, and real-time insights, empower teams to address client needs promptly and efficiently. Clients appreciate the proactive approach facilitated by Kapta, which fosters better communication and understanding between businesses and their customers. The integration with CRM systems streamlines processes, saving time and ensuring a cohesive approach to client interactions. Additionally, the responsive support provided by the Kapta team further enhances the overall client engagement experience, making it a valuable asset for businesses looking to deepen their relationships with customers.

### Strategic Planning
Users consistently praise Kapta for its robust strategic planning capabilities. The platform's ability to break down account plans into actionable steps and provide clear roadmaps for engagement has garnered positive feedback. Reviewers appreciate the ease of creating sales stages, tracking progress, and analyzing pipelines within the strategic planning framework. Additionally, the integration with Salesforce CRM enhances the overall strategic planning experience for users. While some users have suggested improvements such as real-time integration with CRM tools, the general sentiment remains highly favorable towards Kapta's strategic planning features.

### Opportunity Tracking
Users have highlighted the benefits of Kapta's opportunity tracking functionality, emphasizing its ability to streamline the management of customer opportunities and contracts. However, some users have expressed a desire for additional features, such as the inclusion of dates in the overall view for better tracking and planning. Despite differing opinions, the general consensus is that Kapta's opportunity tracking offers valuable insights and aids in effective customer relationship management.

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.

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.

Subscription

Estate

Forest

Kapta

Customer Success Management is concerned with proactively making sure that SaaS customers get value from their relationship with the vendor. CSM platforms typically give early warning of potential customer churn based on disparate data elements, giving the vendor time to take early action to keep the relationship on track.

Customer Success

Kapta Techstars Boulder Demo Day 2014

Key Account Management Software Demo Video - Kapta

Kapta is a CRM (Client Relationship Management) tool that provides a centralized platform for managing client information, tasks, and goals, enabling businesses to enhance visibility, improve collaboration, and drive strategic alignment.    Don’t let lack of visibility be the silent nemesis of your bottom line.  <br><ul><li>Kapta allows teams to store all client-related data in one place, eliminating information silos and fostering communication. </li><li>It offers features such as organization charts, notes &amp; meeting tracking, SWOT analysis, and account plans to streamline delivering value to customers.<br></li><li>Its user-friendly interface and flexible structure encourage strong user adoption and support personalized service approaches. <br></li><li>Kapta's reporting capabilities enable businesses to track progress, measure results, and demonstrate the value of their account teams.<br></li></ul>

Customer Data Extraction / Integration

Product usage

The software integrates with your application to track how customers are using your product.

Help desk / support tickets

The software integrates with your support desk and call center systems to track each customer’s support needs and activities.

Online customer community

The software tracks how each customer interacts with your online customer community or forum.

Billing

The software tracks where each customer stands in terms of billing and payments.

Marketing emails

The software integrates with your email marketing system to track how customers are interacting with your marketing campaigns, e.g., opens, clicks and unsubscribes.

Customer Success Management

NPS surveys

The software facilitates the creation and execution of NPS (net promoter score) surveys, and integrates the results within each customer’s profile.

Sponsor tracking

The software alerts you when a sponsor or admin user changes roles or leaves the company. The software may track this through LinkedIn integration or changes in the user record in your product.

Customer profiles

The software unifies and presents all customer data in one place, so customer success managers can track the health of each of their customers.

Automated workflow

The software allows you to set up automated actions, alerts or tasks to be triggered by particular changes in customer data.

Internal collaboration

The software allows members of your team to communicate and leave notes about any customer issues.

Customer health scoring

The software allows you to build rules for scoring customer health based on customer data and actions, much like lead scoring for marketing.

Customer segmentation

The software allows you to segment customers by particular attributes, e.g., onboarding customers vs. legacy customers.

CSM Reporting & Analytics

Reporting & Analytics specific to customer success management

Customer health trends

The software allows executives to view customer health trends over time.

Engagement analytics

The software allows you to track and report on how your customer base overall is using your product to surface insights such as how feature adoption correlates with customer retention.

Revenue forecasting

Based on customer health trends, churn rates, etc., the software can predict revenue.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Customer lifetime value

The software can calculate and report on customer lifetime values.

Churn rate

The software can calculate your churn rate, or the rate at which you lose customers.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Integration with Salesforce.com

The software can integrate with Salesforce.com bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.

Integration with Marketo

The software can integrate with Marketo bi-directionally, allowing for data syncs, activity alerts, campaign triggers, and enhanced reporting.

Integration with Eloqua

The software can integrate with Eloqua bi-directionally, allowing for data syncs, activity alerts, campaign triggers, and enhanced reporting.

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Kapta

Overview

What is Kapta?