Usermind for Customer Success

Connect customer data and automate key processes across systems to deliver a better customer experience.

Automate communications, instantly notify other teams of escalations, deter churn before it happens, and keep your entire organization aligned on the customer journey.
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The Customer Success Problem:

The Customer Success Problem:

It's hard to know what your customer is experiencing until they have a serious issue. Too many escalations to manual, high-touch processes can overwhelm a customer team, leading to a backlog, and making you less responsive.

Customer Success
Customer Success

The Usermind Solution:

Usermind brings all of your customer data into a single view, including web visits, product analytics, and subscription information. Now you can automate and optimize your interactions to improve customer satisfaction, increase renewals, and reduce manual support costs.

If you can imagine a journey, you can automate it with Usermind.

Churn Risk Notification

There are signals within your product and billing data that can tell you which customers are unhappy or otherwise at risk. With Usermind, you can surface those insights, and take immediate action to improve your customer experience.

Churn Risk Notification

SaaS Upsell and Renewal

So your happy customer wants to subscribe to another year of your service. Would you be notified if they tried and failed? Usermind gives you insight into where users are getting stuck, can notify you if a credit card fails, and trigger emails to your customer based on their behavior.

SaaS Upsell and Renewal

Alerts on Variance in BI Data

Are all of your business processes humming along smoothly? Usermind can create notifications or digests alerting you when a metric deviates from the expected range.

Alerts on Variance in BI Data

SaaS Trial Optimization

Which milestones in your free trial are key for a successful conversion to paid customer? With Usermind, you can automate and optimize processes like onboarding, customer support outreach, and delivery of benefit statements based on usage analytics. The results: higher conversion rates from free trials and freemium products.

SaaS Trial Optimization

Partner Lifecycle Management

Partner lifecycles are difficult to manage with manual processes. Usermind can automate communications and workflows for partner prospecting, onboarding, and commissions, so your partners are always connected and informed.

Partner Lifecycle Management

Customer Onboarding

Once a customer contract is signed, customer onboarding is your next opportunity to provide value. Avoid customer success pitfalls and improve go-live velocity with automated, behavior-driven onboarding communication and configuration.

Customer Onboarding

Success Story

Tallie
Chris Farrell
Chris Farrell
CEO
Tallie
Usermind helps us treat every customer how they want to be treated. We can tell who will benefit from a more self-service experience, and who needs a high-touch process with a rep. Because we can experiment on when and how to reach out to our customers, we can get analytics on the actual processes that drive conversion and retention.
Ready to help align marketing, sales, and finance on the customer journey, too?
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