Eager to see how the CX App can elevate your Customer Success team? 

The Customer Experience App 

The Customer Experience App (CX App) enhances your organization's Customer Success function and is configured completely within the Salesforce environment. The application allows your team to effectively manage their workload and mitigate risk throughout each customer lifecycle stage. The system architecture presents a centralized location to visualize, strategize and action the specific needs of your customers. 
Core Capabilities
​Macro-Level Customer 360
  • Surface actionable insights to the relevant stakeholders in real time.
  • Customizable layouts to ensure you represent the necessary details relevant for your CSM’s next step(s).
  • All standard and custom objects, processes and components specific to your organization can be made readily available to your team members.  



​Custom Health Scoring Engine
  • Configure custom scoring models to monitor the performance of your customers based on KPIs tied to your products and services writing code.
  • Records are generated on a monthly cadence, while updates are initiated daily, in order to retain visibility throughout the customer lifecycle. 
Performance Monitoring Tool
  • Track shifts on relevant customer KPIs and escalate them to your CS team.
  • System records are accompanied with critical information, including playbooks, which streamline the resolution process across your organization. 

Customer Feedback Tool
  • Capture feedback from your customers regarding their satisfaction with your products and services.
  • Standard setup for CES (Customer Effort Score), CSAT (Customer Satisfaction) and NPS (Net Promoter Score) are natively available, while custom survey types can be easily configured.
  • Framework seamlessly integrates with your third-party survey tool to capture results inside of Salesforce. ​
Lifecycle Risk Management
  • Identify, escalate and mitigate risks associated with customers with high likelihood of reduced revenue ("churn").
  • Leverage the systematic framework to effectively document and enforce your risk mitigation strategy and outcomes. 
Customer Planning Module
  • Plan, prioritize and document customers goals, initiatives and related business outcomes 
  • Streamline strategic engagements throughout meaningful touch points throughout the customer journey. ​
Reporting Analytics and Insights
  • Elevate relevant insights customer to relevant stakeholders through the standard Salesforce reporting and dashboard functionality.
  • Dynamic filters are available to ensure the relevant information is elevated to the stakeholders based on user, profile, or role. 
Custom Integrations
  • ​Leverage the power of Salesforce integrations to surface customer data from third-party applications in real-time. ​

Key Benefits

The Power of Salesforce
  • The custom application is in and of itself Salesforce. Leverage the power of Salesforce and enhance your team's experience through our Customer Success best practice framework. ​
Scalable and Customizable 
  • The application is configurable by your CS leadership team and Salesforce Administrator to scale alongside your growing Customer Success team. Custom processes and integrations can be easily incorporated into the core application features. 
Cost-Effective
  • ​Architected to meet the needs of your growing organization at a competitive price point.  
This list of features are a representative sample and do not constitute the comprehensive list of application features. Contact us HERE for a complete feature list.
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