Personalized Action Recommendations
Individualized action plans to significantly improve client success
Customer health scores are great for reporting, but where do you go from there? Uptick takes the guesswork out of your client success by providing personal action recommendations for each customer to improve retention, engagement, and profitability.
Uptick automatically calculates which actions and tasks are the “next best step” for each customer to increase engagement, secure a renewal, or upsell a particular product or service. These action recommendations have been proven to significantly improve success rates.
- Improve health scores
- Secure renewals
- Increase engagement
- Upsell products
- Streamline success
Step 1: Establish an individualized baseline specific to your organization.
First, Uptick uses a combination of artificial intelligence (AI) and machine learning (ML) to evaluate interactions with each client, customer microsegment behaviors, and your company’s historical and current trends and performance. Using thousands of individual factors, Uptick learns the unique patterns and behaviors in each customer micro-segment that create client success in your company.
Step 2: Assign an accurate, data-backed customer health score.
Based on real information derived from your current and historical client trends, Uptick will parse your customer into the appropriate micro-segment. From this, Uptick will be able to assign an accurate customer health score that is truly based on your company’s unique data and the customer’s microsegment data points.
Uptick will analyze your client’s current situation—whether they’re up for renewal, at risk for termination, have a potential for an upsell, and more. This will be based on hundreds of factors, including keywords (such as price or competitors) in communications, the tone of messages sent by your client, engagement with your platform, response or lack of response to your sales or customer service teams, and more.
Step 3: Calculate Personalized Action Recommendations
Uptick will then use thousands of data factors pertaining to your business and the individual client to present personalized action recommendations to improve your customer’s health scores. These action recommendations are individualized to each specific client and are based on Uptick’s analysis of repeatable patterns that have shown to lead to client success within your company and microsegment.
Each action is mapped to a particular playbook or task. Playbooks are proven systems of automated and manual tasks that have been shown to produce customer success within your company. With your approval, Uptick will move forward with automated actions and assigning tasks to sales reps to improve health scores, retention rates, engagement, and success.
Why Choose Uptick?
Additional Uptick Features
Customer Communication Streams
Playbook Alerts, Tasks & Notes
Are you ready to see Uptick in action? Request a demo to see how Uptick can start helping you amplify your customer success today.