B2B Customer Experience

Build trusted relationships with your business customers. Understand performance across every interaction of the B2B customer journey to create long-term loyalty.

Account Experience Management

Account Experience Management

  • Capture feedback from key stakeholders across every touchpoint (sales, onboarding, service, delivery and more) along the B2B customer journey
  • Continuously monitor the health of every B2B account
  • Identify issues and opportunities in real time and take proactive action to save accounts at risk and increase revenue at healthy accounts

Account Feedback Analytics

Account Feedback Analytics

  • Leverage machine learning and deep analytics to identify key trends, predict churn, and identify cross-sell and up-sell opportunities
  • Create real-time dashboards and leverage a wide range of insights to provide visibility into the account experience and sentiment
  • Uncover actions account managers can take to maintain a continuous dialogue with key account stakeholders

Integration with Sales Clouds and Service Clouds

Integration with Sales Clouds and Service Clouds

  • Automate workflow-based integrations with popular CRM, sales and service clouds (e.g., Salesforce, Microsoft Dynamics, ServiceNow, Zendesk)
  • Provide a comprehensive view of account health by segment, business unit and geography
  • Enable service agents to manage support tickets, view customer and operational data, and learn from customer feedback
  • Trigger feedback requests, create follow-up cases, and close the loop with account stakeholders directly within sales and service clouds