Segment customers and configure health score calculation formula. Visualize 360-degree data about your customers.
Integrate your accounting systems and automate payment follow-ups with your customers. Configure the schedule and follow-up content to get paid faster.
Automate renewal communication and processes to renew faster and scale. Forecast your renewal revenues.
Integrate 3rd party survey tools with Success Box. Get feedbacks, track CSAT scores, and improve your offerings. Prepare and manage KYC forms and documents.
Manage overall operation and decision making in the company. Lead the execution strategies overseeing all the operations and business activities.
Manage customer retention activities. Take initiative in customer satisfaction via process management and efficient reporting.
Guide customers through the sales process into the support phase. Helps to drive customer references.
Develop and implement an effective compliance program. Provides audit information to management by researching and analyzing data.
Create detailed business plans to reach predetermined goals. Actively and consistently support all efforts to simplify and enhance the customer experience.
Monitor accounts to identify overdue payments and collect customer payments. Identify issues attributing to account delinquency and discuss them with management.
Score your customers’ health automatically and improve your attention to customers with risk scores. Configure health score calculation formula.
Get a 360-degree visualization of customers. Integrate all your systems and communicate with your customers across channels.
Get Payment Receivables or Outstanding Reports. Get paid faster, automate payment follow-ups with the customers.
Configure content scheduling and segment customers to send out follow-up emails and SMS. Customize it according to your requirements.
Renew faster and scale your business. Automate renewal communication and process with your customers.
Set revenue goals and maximize your recurring services. Forecast your renewal revenues and track renewal reports.
NPS is the most important KPI for product and customer success. Trigger NPS campaigns across channels.
Get feedback from your customers and track CSAT scores to improve your offerings. Get CSAT reports via integrating 3rd party survey tools.
Initiate & complete the KYC process. Prepare and manage KYC forms and documents. Ensure compliance & be audit-ready. Get non-compliance Reports
An integrated software helps your sales, marketing, support, and success teams to work together towards a unified goal. An integrated platform gives a seamless experience from lead capturing to customer retention. Now you can sell faster, scale faster, and resolve faster.
Customers Using Teleduce