Hi, I'm looking for recommendations of a Customer Health tracker that can plug in to various other CRM systems. Looking for something a bit more focused on Customer Health than Salesforce. Any recommendation from the community?
Hi!
Does anyone know if it is possible to automate such correlational analysis in Gainsight? (Given that the information from ticketing system to flow towards gainsight is properly setup). Are there such tools in GS that would allow this?
What all do you take into account for your health scores?
Sounds great to me as well. matt@bellwethr.com
That would be great, my email in will@webeo.com. BST timezone.
Happy to, may I suggest I setup a meeting to walk through my methodology, I would fail badly if i tried to type it all here
I second this @Matt Moody. would love to hear what @Akanksha Gulati is doing!
Would love to hear more about the features you're including in your health score.
Have you looked at https://supervisedai.com/ They're applying machine learning to the challenge of proactively identifying risk and reasons for churn. You can use their dashboard to monitor customer health and create alerts — and I believe you can export their insights to sfdc.
I have a frame-work, It gives me a final Customer Health Indicator. It is in-depth and detailed. It is however manual - and I have had discussions with Top 3 leading CSM Software providers, I have not found one to be able to handle our requirements. Happy to discuss this if i can assist.
@Matt Moody This is very much a work in progress but we have some standard outcomes that we are able to drive for our customers and a time frame we think we should hit the success criteria in. If we are on track based on the agreed-to plan with the customer then it's Green. If we have a blocker that is not critical it's yellow, and if we are stuck then it's red. Admittedly this is an area for us to evolve over the back half of this year. I'd love to hear from others on how they might be tracking achievement towards customer goals and success criteria.