Freshdesk Customer Success

Customer Success Management platform that helps B2B companies maximize customer value.

Overview

Integrate Freshdesk Customer Success with Chargebee for a data-driven approach to proactively help customers achieve their goals, faster. This integration offers comprehensive visibility into:

Current billing cycle
Invoices that are due
Amount that is due
Monthly recurring revenue (MRR)
Total income
Next billing date
The date the client became a paying customer

Thus enabling the following actions:

Segment customers based on revenue data points such as a failed payment
Define lifecycle stages based on revenue
Setup alerts for unpaid invoices
Build playbooks based on transaction status
Create health scores based on MRR

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Features

Health Scores

Freshdesk Customer Success continuously evaluates account health so you can focus on the right customers.

Proactive Alerts

Identify potential churn, new advocates, and accounts that are ready to grow with your business.

Success Goals

Ensure the success of your customers by helping them achieve their goals with your product or service.

Reporting & Analytics

Get clear visibility into product adoption, customer engagement, and your own Customer Success processes.

Touchpoints

Drive productivity before, during, and after meetings

Details

PUBLISHER

Freshworks

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Freshdesk Customer Success

Health Scores

Proactive Alerts

Success Goals

Reporting & Analytics

Touchpoints

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