Playbooks, Alerts, Tasks, & Notes
Designing data-backed roadmaps for repeatable success
Uptick uses artificial intelligence (AI) and machine learning (ML) to design a customer success strategy unlike any you’ve ever experienced.
Instead of cookie-cutter systems and customer success principles based on anecdotal evidence and opinion, Uptick’s AI/ML-driven software uses data factors directly from your business to guide processes that optimize client engagement, retention, and success.
Uptick does this through playbooks, alerts, tasks, and notes.
- Playbooks. Your playbooks are sequences of automated and manual tasks that allow your team to follow data-backed best practices through all stages of the customer journey. These playbooks are derived from proven patterns of success within your customer micro-segments.
- Alerts & Triggers. It’s difficult to manually keep a pulse on multiple clients at once. Alerts and triggers send automated alerts when certain conditions are met. For instance, when a specific event occurs, engagement drops, a customer’s health score changes, or a renewal is coming up. This helps you stay on top of opportunities or potential challenges by identifying the situation quickly and efficiently.
- Tasks & Notes. As with all of Uptick’s features, tasks and notes add to your customer’s activity stream and contribute to their customer health score and personalized action recommendations. This leaves no action undocumented or forgotten.
See how it works by requesting a demo with a customer success expert today.