Improve client satisfaction and loyalty
Centralize communication processes and automate task and resource management
Workstreams for Customer Success and Engagement
- Manage customers with comprehensive dashboards
- Track onboarding tasks and manage workloads
- Create ticketing system for customer inquiries and issues
- Quickly communicate with customers, improving response time
- Centralize a knowledge repository to help customer service teams find answer to common questions or customer records
- Integrate Microsoft and Google Workspace to streamline collaboration and communication
- Dedicated for customers, internal support, or other specific customer success projects
- Generate reports on customer interactions, response times, and satisfaction metrics
Integrated Project Management Software Features
A single dashboard to manage customer engagement gives customer success teams the power to organize tasks, channels, and files into one central location and collaborate securely and efficiently.
Gain visibility into all tasks related to customer onboarding. Assign tasks to customer success reps. Manage all upcoming and overdue tasks from the task dashboard or calendar view. Create reports to analyze productivity, resource allocation, and response times.
Workstorm’s private-by-default channels associate communications by client and offer secure collaboration with customer success teams and customers during onboarding. Through channels, teams can collaborate, share files, create tasks, and start a video conference with one click.
Organize customer success files and keep critical documents top of mind and easy to find. A centralized repository can house past inquiries, solutions, best practices, and other training materials to help customer success reps improve customer care and response quality. Document sharing enables customer success teams to easily share important training documents and product information with customers.
A central platform to focus on customer engagement, task lifecycle, and collaboration
Customer Success Managers create Workstreams by topic, project, or department and bring together tasks, files, and private channels. Custom dashboards offer visibility and transparency into client onboarding, support, and task progress.
Internal teams and external parties can easily communicate and collaborate on an as needed basis via messaging, video conferencing, and file sharing.
Customer Success Software FAQs
Enhance Privacy in Team Collaboration
Collaboration platforms must provide protection for sensitive and confidential conversations with built-in guardrails for privacy.
Secure Collaboration
Workstorm offers secure collaboration, which means you control who gains access to channels and can share information on a need-to-know basis. Securely access messaging, video conferencing, file sharing, email, calendar, and tasks from one central platform.