Custify Sidekick for Customer Success Managers

The Custify Chrome Extension provides instant access to vital customer data directly within your browser. By simply selecting an email address, you can view detailed client information associated with that email. The data is pulled from Custify’s 360 Customer summary, offering insights such as:

• CSM Rating: Understand the overall satisfaction and engagement level of your customer.
• Promoter Score: Gauge the likelihood of your customer recommending your product or service.
• Global Health Scores: See the overall health of your customer accounts.
• Lifecycle Stage: Identify where your customer is in their journey.
• Client Tags: Use tags to quickly categorize and identify customer segments.
• Metrics: Track customer success metrics such as the number of notes, open tasks, overdue tasks, last touchpoint, and last outgoing communication.
• Company Attributes: Access key company details and attributes to better understand their needs.
• Financial Data: Review essential financial metrics such as invoices or number of subscriptions, that impact your customer relationship.

Key Customer Success Use Cases

• Quick Access to Customer Data: When preparing for a meeting with a client, CSMs can instantly access detailed client information without leaving their current browser tab, This prepares them with relevant, up-to-date information.
• Email Integration: While composing an email to a client, CSMs can select the client’s email address to view insights like the customer’s Lifecycle Stage or Global Health directly within their email client. It allows them to tailor their communication to the client’s current situation and needs, making it more effective and personalized.
• Time-Saving Efficiency: When needing to quickly check multiple client accounts, CSMs can access all relevant customer data with one click, without switching between different applications or tabs. This saves time and reduces the load associated with managing multiple apps, allowing CSMs to focus on strategic tasks.
• Comprehensive Customer Overview: Before a strategic planning session, CSMs can understand a customer’s overall engagement and satisfaction levels through a comprehensive view of health scores, engagement metrics, financial data, and more. This holistic view enables them to make informed decisions and provide better support.