Revolutionize Employee-Customer Engagement with Uptick

December 19, 2019

Bringing in new customers and retaining existing ones is at the heart of every successful subscription business—a key aspect of that is employee and customer engagement. Every interaction matters, from the first time they visit your website, throughout their entire subscription lifetime. The more engaged your employees are with your customers, the greater each customer’s lifetime value (LTV) and the less likely they will be to churn.

Employee-customer engagement is critical to your sales tools and teams. You can build it into every aspect of relationship management and customer success, inspiring your customers to build trust with your organization and renew their subscriptions.

Here at Uptick, we believe that customer and employee engagement is one of your greatest predictors of success. That’s why the Uptick platform gives you exactly the right tools and insight to understand, manage, and improve interactions across every channel and relationship.

 

One-to-One Personalization Is Becoming More Important

The clearest message we can share is, “you have to engage.” As more SaaS products enter the market, only the organizations that invest in building relationships are going to survive and thrive. 

And the good news is, it’s getting easier than ever to build figure out how customers are realizing value from your product and use that to drive optimized 1-1 personalized relationships with your customers:

  • Application programming interfaces (APIs) are becoming standardized and are used at scale to figure out .
  • Businesses are increasingly moving to cloud-centric applications.
  • Cloud compute power is cheap and widely available.
  • We’re pushing forward with AI and machine learning every day. 

These technologies help you to personalize relationships across ever-greater customer numbers, making it possible for you to interact with your customers in personalized ways—even as you scale.

 

Uptick Delivers the Customer-Employee Insight You Need

Uptick integrates with your everyday customer communications tools and product usage logs to give you a deep understanding of what is and isn’t working across all your customer interactions. You can explore:

  • Every customer discussion that your sales and customer success teams have.
  • The value customers are getting from your subscription product.
  • The right actions to take for every customer to maximize LTV and retention.

Dig into all your customer engagement activities, identify the features most valuable to your customers, learn how product trials help to convert, and get recommendations to maximize each customer opportunity. 

Micro-segment your customers based on their behaviors and get daily predictive forecasts on how your business is going to perform in the future. All based on data, smart algorithms and machine learning—not human bias.  

 

Uptick Lets You Understand and Enhance Communications

The central theme of any customer-employee engagement is excellent communication. Uptick lets you know exactly how your sales and other teams are communicating with customers, using smart AI to provide actionable intelligence. You can easily identify trends to take action early. 

Uptick suggests recommended actions based on your specific customer to optimize communications across all of the necessary channels. On smaller accounts, Uptick tracks the most engaged person at your target business. On larger accounts, Uptick progressively adds more people as the account grows.

 

Uptick Gives You Insight into the Customer Relationship

Whatever the stage of the customer relationship—prospect, sales cycle, new logo, or renewal—Uptick gives you insight into relevant email and calendar interactions between your teams and the client. You can see discussions, commitments from your business, the status of the relationship, and much more. Uptick even goes back 18 months so you can see historic communications and data that can help inform current and future actions.

Our machine learning algorithms will analyze the substance and context of those communications to identify the sentiment and positioning of the customer. You can even pull in team member emails to provide a bigger picture of how salespeople are working together to create a consistent and cohesive approach. Automatically associate activities with opportunities and identify gaps where clients may not have been added to CRM or fallen out of your communications cycle.

Learn who your most proactive and successful team members are, what they’re doing differently than lower performing team members, and share best practices to optimize the sales and retention process throughout your company.

 

Uptick Gives a Relationship Score for Each Customer So You Can Target Retention Activities

Our powerful machine learning algorithms help you maximize customer retention. AI analyzes every customer and gives them a “Relationship Score” based on positive and negative factors which helps you identify their likelihood of churning. You will also get recommendations on specific actions to take with that customer to minimize their chance of lapsing their subscription—great for your customer success teams.  


We take into account hundreds of metrics to calculate a relationship health score for the best possible predictor of customer sentiment. Understand areas like product engagement and usage, communications, application features, length of time with your services, and more. 

 

Uptick Lets You See Where Customers are Getting the Most Value

Customers who get plenty of value from your products are the ones most likely to renew their subscription and purchase add-ons. Uptick will learn which parts of your product provide the most value, and will measure how specific customers are using your SaaS platform over time. As they access certain features and functions, Uptick’s machine learning shows how they’re interacting with the product. 

Identify high-value interactions, visualize short- and long-term trends, and take action to maximize retention rates. Uptick will also recommend the features that a customer may want to expand into to give your sales team a better chance of upselling. 

 

Uptick Eliminates Customer Pain Points

Ultimately, Uptick exists so you can deeply understand your customer relationships, identify issues early, and empower your sales and customer success teams to have the right conversations at the right time. It uses an AI-driven, data-focussed approach based on customer context and best practices to recommend interactions that help you retain and upsell clients. You can understand how your sales, retention, and customer success teams are performing, with insights into customer-employee communications. 
Revolutionize your sales and customer retention business intelligence, drive up retention rates, and boost recurring revenue. Why not give Uptick a try?

Employee-customer engagement is critical to your sales tools and teams. You can build it into every aspect of relationship management and customer success, inspiring your customers to build trust with your organization and renew their subscriptions.

Here at Uptick, we believe that customer and employee engagement is one of your greatest predictors of success. That’s why the Uptick platform gives you exactly the right tools and insight to understand, manage, and improve interactions across every channel and relationship.

 

One-to-One Personalization Is Becoming More Important

The clearest message we can share is, “you have to engage.” As more SaaS products enter the market, only the organizations that invest in building relationships are going to survive and thrive. 

And the good news is, it’s getting easier:

  • Application programming interfaces (APIs) are becoming standardized and are used at scale.
  • Businesses are increasingly moving to cloud-centric applications.
  • Cloud compute power is cheap and widely available.
  • We’re pushing forward with AI and machine learning every day. 

These technologies help you to personalize relationships across ever-greater customer numbers, making interactions with individuals possible—even as you scale.

 

Uptick Delivers the Customer-Employee Insight You Need

Uptick integrates with the tools you use every day to give you a deep understanding of what is and isn’t working across all your customer interactions. You can explore:

  • Every customer discussion that your sales and customer success teams have.
  • The value customers are getting from your subscription product.
  • The right actions to take for every customer to maximize LTV and retention.

Dig into all your customer engagement activities, identify the most valuable features to a customer, learn how product trials and demos help to convert, and get recommendations to maximize customer opportunities. 

Segment your customers however you want and get daily forecasts on how your business is doing. All based on smart algorithms and machine learning—not human bias.  

 

Uptick Lets You Understand and Enhance Communications

The central theme of any customer-employee engagement is excellent communication. Uptick lets you know exactly how your sales and other teams are communicating with customers, using smart AI to provide actionable intelligence. You can easily identify trends to take action early. 

Uptick suggests recommended actions based on your specific customer to optimize communications across all of the necessary channels. On smaller accounts, Uptick tracks the most engaged person at your target business. On larger accounts, Uptick progressively adds more people as the account grows.

 

Uptick Gives You Insight into the Customer Relationship

Whatever the stage of the customer relationship—prospect, sales cycle, active customer, or renewal—Uptick gives you insight into relevant email and calendar interactions between your teams and the client. You can see discussions, commitments from your business, the status of the relationship, and much more. Uptick even goes back 18 months so you can see historic communications and data that can help inform current and future actions.

Our machine learning algorithms will analyze the substance and context of those communications to identify the sentiment and positioning of the customer. You can even pull in team member emails to provide a bigger picture of how salespeople are working together to create a consistent and cohesive approach. Automatically associate activities with opportunities and identify gaps where clients may not have been added to CRM or fallen out of your communications cycle.

Learn who your most proactive and successful team members are, what they’re doing differently than lower performing team members, and share best practices to optimize the sales and retention process throughout your company.

 

Uptick Gives a Health Score for Each Customer So You Can Target Retention Activities

Our powerful machine learning algorithms help you maximize customer retention. AI analyzes every customer and gives them a “Health Score” based on positive and negative factors which helps you identify their likelihood of churning. You will also get recommendations on how to target that customer to minimize their chance of lapsing their subscription—great for your customer success teams.  


We take into account hundreds of metrics to calculate a health score for the best possible predictor of customer sentiment. Understand areas like product engagement and usage, communications, application features, length of time with your services, and more. 

 

Uptick Lets You See Where Customers are Getting the Most Value

Customers who get plenty of value from your products are the ones most likely to renew their subscription and purchase add-ons. You can assign every part of your product a value, and Uptick will measure how specific customers are using your SaaS platform. As they access certain features and functions, Uptick’s machine learning shows how they’re interacting with the product. 

Identify high-value interactions, visualize short- and long-term trends, and take action to maximize retention rates. Uptick will also predict the features that a customer may want to expand into to give your sales team a better chance of upselling. 

 

Uptick Eliminates Customer Pain Points

Ultimately, Uptick exists so you can deeply understand your customer relationships, identify issues early, and empower your sales teams to have the right conversations at the right time. It uses an AI-driven, data-focussed approach based on customer context and best practices to recommend interactions that help you retain and upsell clients. You can understand how your sales, retention, and customer success teams are performing, with insights into customer-employee communications. 

Revolutionize your sales and customer retention business intelligence, drive up retention rates, and boost recurring revenue. Why not give Uptick a try?

 

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