The Customer Experience App 

The Customer Experience App was developed to enhance the effectiveness of your Customer Success team through a best practice architecture for each customer life cycle stage. The application’s robust design provides the framework to address the current and future needs of your team within your organization's Salesforce platform.

Key Benefits

The Power of Salesforce
  • Built completely on the Salesforce platform and configured through standard and custom Salesforce processes and workflows. Allows you to leverage native features of Salesforce, while retaining the critical components of the application. ​
Scalable and Customizable 
  • The application is easily configured by your Salesforce Administrator to scale alongside your growing Customer Success team following your initial installation. Custom processes are easily integrated to supplement the native features of the application. ​
Cost-Effective
  • Architected to meet the needs of your growing organization at a manageable price point. 

Key Features

Macro-Level Customer 360
  • Provides your team with the ability to visualize critical data across their book of business to effectively manage risks, opportunities, tasks, and events. Profile specific views can be made available in order to elevate specific information to different segments of your users. 


Customer Scoring Model
  • Custom scoring models can be seamlessly developed in order to elevate scores based on Key Performance Indicators (KPIs) tied to your products and services in real time. Custom scorecards are provided on a monthly cadence, while updated nightly, to present your organization with visibility into the health of your customers at any point through their customer journey. 


Customer Feedback Tool
  • Allows you to gather feedback from your customers regarding their satisfaction around your products and services. Seamlessly integrates with your third-party survey tool to elevate results to your organization.
Performance Monitoring Tool
  • Monitors risks and opportunities associated with your customers and elevates them to the Account Managers in order to take necessary action. Records are accompanied with critical event details including playbooks, which streamline the resolution process across your team. 

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Customer Planning Tool
  • Allows your team to strategically plan and prioritize the goals and initiatives of your customers. This tool provides visibility into the short-term and long-term details of your customers throughout the duration of the customer relationship. All templates are customizable and can be easily tailored to the needs of your customers.
Reporting Analytics and Insights
  • The robust report system allows you to leverage the native reporting capabilities of Salesforce. As part of your subscription, you will have access to dozens of pre-build reports and dashboards based on customer specific use cases. Each report has been designed to elevate key data points related to the native application features.