SmartKarrot CS Features
What are the features of SmartKarrot CS?
Customer Information
- Customer Health Scores
- Customer Monitoring
- Customer Profiles
- Customer Segments
- Product Engagement
Predictions
- Churn Risk
- Custom Triggers
Platform
- Reporting & Dashboards
- API & Integrations
- Workflow Capability
- Notifications
- Customization
- Scalability
- Performance & Reliability
- User, Role, and Access Management
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Customer Information
Customer Health Scores | Based on 28 SmartKarrot CS reviews and verified by the G2 Product R&D team. Provides users a customer-specific score to determine the overall satisfaction of each customer. | 86% (Based on 28 reviews) | |
Customer Monitoring | Based on 26 SmartKarrot CS reviews and verified by the G2 Product R&D team. Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team | 91% (Based on 26 reviews) | |
Customer Profiles | Based on 27 SmartKarrot CS reviews and verified by the G2 Product R&D team. Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software. | 88% (Based on 27 reviews) | |
Playbooks | Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers. 18 reviewers of SmartKarrot CS have provided feedback on this feature. | 87% (Based on 18 reviews) | |
Customer Segments | Based on 25 SmartKarrot CS reviews and verified by the G2 Product R&D team. Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention. | 89% (Based on 25 reviews) | |
Product Engagement | Based on 24 SmartKarrot CS reviews and verified by the G2 Product R&D team. Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training. | 85% (Based on 24 reviews) | |
Surveys | Based on 18 SmartKarrot CS reviews and verified by the G2 Product R&D team. Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. | 81% (Based on 18 reviews) |
Predictions
Churn Risk | Based on 20 SmartKarrot CS reviews and verified by the G2 Product R&D team. Calculates the risk that your customers will not renew or continue using your product or service. | 82% (Based on 20 reviews) | |
Upsell Opportunities | Based on 17 SmartKarrot CS reviews and verified by the G2 Product R&D team. Discovers and highlights factors that lead to upsell opportunities. | 77% (Based on 17 reviews) | |
Custom Triggers | Based on 22 SmartKarrot CS reviews and verified by the G2 Product R&D team. Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way. | 81% (Based on 22 reviews) | |
Machine Learning | Based on 12 SmartKarrot CS reviews. Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information. | 74% (Based on 12 reviews) |
Platform
Reporting & Dashboards | Based on 27 SmartKarrot CS reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards for viewing | 88% (Based on 27 reviews) | |
API & Integrations | Based on 20 SmartKarrot CS reviews and verified by the G2 Product R&D team. The number of sources from which the platform can pull customer data and how well those integrations are supported. | 83% (Based on 20 reviews) | |
Data Import & Export Tools | Based on 19 SmartKarrot CS reviews and verified by the G2 Product R&D team. Ability to input, modify, and extract data from the application in bulk through a structured file. | 86% (Based on 19 reviews) | |
Workflow Capability | As reported in 20 SmartKarrot CS reviews. Automates everday customer success functions for more efficient and effective day-to-day processes. | 85% (Based on 20 reviews) | |
Notifications | Based on 22 SmartKarrot CS reviews and verified by the G2 Product R&D team. Set alerts for customer actions in order to respond quickly and proactively. | 87% (Based on 22 reviews) | |
Customization | Based on 22 SmartKarrot CS reviews and verified by the G2 Product R&D team. Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. | 81% (Based on 22 reviews) | |
Scalability | Based on 22 SmartKarrot CS reviews and verified by the G2 Product R&D team. Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform. | 89% (Based on 22 reviews) | |
Data Security | Based on 19 SmartKarrot CS reviews and verified by the G2 Product R&D team. The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks. | 91% (Based on 19 reviews) | |
Performance & Reliability | Based on 23 SmartKarrot CS reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond. | 85% (Based on 23 reviews) | |
User, Role, and Access Management | Based on 25 SmartKarrot CS reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 89% (Based on 25 reviews) |
Onboarding Setup
Workflows | Provide customizable workflows for onboarding activities and tasks. | Not enough data | |
Templates | Include templates for onboarding project plans and documents. | Not enough data | |
Checklists | Generate checklists to monitor the prograss of onboarding projects. | Not enough data |
Project Tracking
Monitoring | Track tasks, project, and dependencies using timeline views or GANTT charts. | Not enough data | |
Resources | Allocate resources to tasks and projects, and track their costs. | Not enough data | |
Content | Manage onboarding documents, training materials, and other content. | Not enough data | |
Tasks | Assign and track onboarding tasks to internal and external stakeholders. | Not enough data | |
Optimization | Identify trends and analysis that can be used to optimize onboarding. | Not enough data |
Customer Engagement
Portal | Provider a portal for customers and external users to collaborate and share documents. | Not enough data | |
Engagement | Include features to keep customers engaged such as internal communications. | Not enough data | |
Branding | Create white-label portals by customer, product, or project. | Not enough data | |
Visibility | Provide multiple levels of visibility accrosss all onboarding stages. | Not enough data | |
Collaboration | Allow internal and external users to collaborate without loging into the system. | Not enough data |
