Customer Success

Your key to post-sales success

Automate your post-sales processes and deliver exceptional customer experiences

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Support your customers every step of the way

Streamline customer onboarding, support, and renewal workflows to increase customer satisfaction and drive continued growth

Prospect being assigned a meeting to the correct and available rep

Set customers up for success

Streamline customer onboarding and implementation, so you can reduce time to go live and time to ROI. Route and manage onboarding tasks, automate handoffs across teams, and assign and track SLAs to ensure customers get value as soon as possible.

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Deliver support with speed and efficiency

Enhance the customer experience by ensuring all issues are responded to and resolved in a timely manner. Automatically assign and escalate customer support issues to the right tier or specialist with full context, send instant notifications, and monitor SLA compliance.

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Capture more revenue

Continue to drive additional revenue from your customer base. Automatically identify and manage upsell and cross-sell opportunities, and engage customers with relevant offers at the right time based on triggers and buying signals.

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Keep customers coming back for more

Provide positive customer experiences that increase customer satisfaction, reduce churn, and drive expansion. Automate and streamline renewal activities, proactively identify and address at-risk customers, and build trust with personalized interactions.

Automate post-sales processes with ease

Drive efficiencies across all post-sales workflows, from onboarding to support to renewals.

90% reduction in time to respond to buyer
70% less time spent researching and triaging leads and contacts
25% increase in opportunity creation
3% increase in revenue from existing customers with faster and more accurate routing
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See LeanData in action

Learn how you can modernize your Revenue Orchestration to fuel buyer interactions and growth

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  • Automate the end-to-end revenue process
  • Facilitate and accelerate your company’s growth
  • Gain better visibility and control over your process
  • Increase sales productivity and close more deals