Customer success integrations and automations
The handoff from sales, the signals that predict churn, and getting support and product data in front of the people who own the relationship.
The systems that know a customer is in trouble and the people who could do something about it are almost never the same systems. Product usage is in the warehouse, the tickets are in the help desk, the survey is in a third tool, and the CSM is in the CRM. The work is carrying a small number of signals somebody can act on, rather than every metric that exists, and carrying the reason along with the score.
Built with Tray Headless
How to build a closed-won to onboarding handoff
Carry what was promised, not only what was sold. Generate the plan from the deal, and start the clock at close.
Automation
How to build support ticket routing
Route on the skill needed and the account, not on who is free. Derive priority from contract and impact, and time the clock from the customer.
Automation
How to build a product usage to CRM sync
Send the three signals that change a conversation, aggregated and labelled, without turning the CRM into an analytics tool.
Integration
How to build customer health signals
Weight the signals that predict churn, keep the categories visible instead of one number, and back-test before anybody trusts it.
Automation
How to build an NPS and survey to CRM sync
Attach responses to the account and the person, route detractors before they escalate, and stop surveying people you just surveyed.
Integration
Guides for other teams
- Revenue operations (17)
- Finance (8)
- People operations (6)
- IT and security (7)
- Marketing (3)
- Data operations (5)
- Platform engineering (4)
- AI operations (8)
- Legal and compliance (5)