Customer Success Platform Administration

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Just as your customer’s needs evolve over time, so should the configuration of your Customer Success Platform. However, Customer Success teams often rely on overworked Customer Success Managers, or Rev Ops resources that do not understand the Customer Journey.

Let Infinite Renewals set up and manage your Customer Success Platform.

Book a call to discuss your needs.

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Just as your customer’s needs evolve over time, so should the configuration of your Customer Success Platform. However, Customer Success teams often rely on overworked Customer Success Managers, or Rev Ops resources that do not understand the Customer Journey.

Let Infinite Renewals set up and manage your Customer Success Platform.

Book a call to discuss your needs.

More Information

We understand all customers are unique and their journeys adapt to constant pressure from their markets. Keeping pace with their changing needs is critical to delivering an experience that ensures customer retention and expansion over time. However, to make these constant changes in your CSP, you have to rely on CSMs or RevOps resources that do not have the skills to make timely changes.

 
 

Customer Success Platform Administration

Understand current platform performance, gaps and adjust and align to performance objectives.

  • Translate business requirements into technical designs that are implemented in Customer Success Platforms

  • Configure, deploy, and administer the customer success platform (system configuration, reports, dashboards, end-to-end workflows, systems integrations)

  • Collaborate with cross-functional end users to gather business requirements that impact the CSP and the CRM, and configure the system to

    meet those needs

  • Help users to develop an understanding of contributors to customer health, sources of customer risk/churn, and positive trends

Customer Success Platform Optimization

Recommend ways to improve insights, outcomes and metrics.

  • Manage day-to-day support of CSP users, including fielding questions, ad-hoc customizations, design, and implementation of core functionality, workflow adjustments, and user administration, security, and permissions.

  • Identify and prioritize existing systems optimizations

  • Monitor system performance, data integrity, and user activity and suggestions to make recommendations, thus establishing a process of continuous improvement of the platform

  • Make other recommendations for improvements to align with business priorities