uses a symphony of tools to enhance our client onboarding and retention!
March 31, 2021 uses a symphony of tools to enhance our client onboarding and retention!

Mark Feder | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with

  • Call Review
  • Coaching & Skill Development
  • Pipeline Visibility & Forecasting Confidence
  • Process Improvements & Change Management
  • Market Intelligence (Competition, Product, Messaging)
  • Handoffs & Collaboration / Knowledge Sharing
  • Voice of Customer & Disseminating Success Stories is being used across the whole organization. From Client Success to manage client retention to Account Executives presenting the platform and all the way to executive management to see where the prospect approach can be improved. It is a valuable tool and we will continue to use it to improve client satisfaction and synchronized collaboration.
  • The show the amount time and percentage each participant speaks.
  • The time bar allows you to jump to different parts of the conversation in order to speed up the review.
  • Offering coaching.
  • If the coaching tool provided highlights on where prospect shows excitement or interest.
  • Bullet points of the conversation.
  • Teaching tools could be put into a weekly email to see where you should put your focus.
  • Improved win rates with Account Executives.
  • Reducing start up time with our Client Success team.
  • Not having to repeat was has already been described.
  • Reviewing the previous conversation with the prospect.
Choosing was not my decision but I can't imagine going with another company.
We are currently using Zoom for our calls/video but previously used Google Meets. We prefer Zoom and how pairs up with that tech. We are able access the data on both sides in it is invaluable to our process and success as grow in this merger.
We have taken reviews and done call reviews to improve our efficiency when presenting to a prospect. The ability to see when an AE speaks in comparison to the prospect or client, allows us to hone in on what was important and relevant. We do this weekly call reviews but as management we have to build up the outlines ourselves. It would be nice to have this outlined for us. has been an extremely valuable tool. Their CS team has made themselves extremely reachable to the parties accessing the data. My department has not had the need to demand a lot but our Client Success team is using their knowledge base as much as possible. They have been very helpful. has allowed us to reflect as a company on where we can improve the onboarding process and demonstration of our current platform. The tools help us skip over the chit chat and focus on the meat and potatoes. We would like to see a weekly review of our calls in our emails on a weekly basis so that we can reflect and manage our pipeline efficiently.