rHow Uptick Customer Success True AI Software Works For You

How It Works

Don’t just meet your customer success goals. Exceed them.

Built from the ground up by AI, ML, & CRM experts

Uptick is the revolutionary next-generation Customer Success platform built on machine learning for Customer Success teams, account managers and executives. Uptick delivers accurate customer health scores, personalized action recommendations, and orchestrates tasks and playbooks to constantly increase the value customers gain from your product. 

AI Driven Health Scores

Forget those inaccurate customer health scores you can’t rely on. Our unique Uptick Health Scores use AI machine learning to calculate accurate and consistent data-driven scores your team can count on.

Customer Health Scores

How it Works

Say goodbye to bias and hello to peace of mind, with Uptick’s unique industry-leading Customer Health Scores. Uptick’s AI Brain identifies and learns the real-world factors that drive renewals and upsell for your specific business. Uptick health scores are accurate and actionable based on what the data and prior history tells us, not human opinion. Don’t be misled by overly optimistic or pessimistic scores. Instead, focus on the right customers at the right time. Only Uptick delivers the level of acumen you need to accurately assess the health of every customer, both big and small. 

Personalized Action Recommendations

Thanks to Uptick’s AI-generated recommendations tailored for each customer, your team knows exactly where to focus their efforts & the steps needed to maximize each account’s success.

How it Works

Uptick’s AI-driven recommendations go deeper than any other Customer Success platform because we truly learn the factors driving your business. Uptick automatically micro-segments customers, while generating ranked lists of the top positive & negative factors impacting success. You receive recommendations mapped to particular playbooks and tasks. Customers receive tailored actions proven to significantly increase success rates. 

Personalized Action Recommendations

Customer Communications Stream & Engagement

Instantly understand the business topics discussed with customers without wading through hundreds of emails, calendar events & notes.

Customer Activity and Engagement

How it Works

In a matter of seconds gain complete transparency into the communication activity stream of every customer. Emails, meeting invites, support tickets and notes are instantly characterized and filtered using a pre-built keyword library built on decades of experience working with B2B subscription customers. Uptick also discovers new people not added as contacts in your CRM system. You access engagement levels over time & also understand the most engaged individuals.

Playbooks, Alerts, Tasks, & Notes

In addition to the next-generation capabilities outlined above, Uptick provides CSMs everything they need to efficiently tackle day-to-day activities including playbooks, alerts & triggers, tasks, & notes. 

How it Works

  • Playbooks: Composed of sequences of automated or manual tasks, playbooks allow teams to easily follow best practices throughout all stages of the customer journey from onboarding through to renewal & expansion.
  • Alerts & Triggers: Since it’s impossible to manually keep track of each account, automated alerts notify you when specific business conditions & events occur, such as a decrease in engagement,  changes to health scores, & upcoming renewals. 
  • Tasks and Notes: As you analyze and interact with customers, create & track tasks to help  customers move forward. Add personal & shared notes as part of the overall customer activity stream.
Uptick Customer Success Capabilities

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