RevSetter Features

Customer Information (7)

Customer Health Scores: Provides users a customer-specific score to determine the overall satisfaction of each customer.
Customer Monitoring: Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team
Customer Profiles: 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.
Playbooks: Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.
Customer Segments: 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.
Product Engagement: 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.
Surveys: Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information.

Churn Risk: Calculates the risk that your customers will not renew or continue using your product or service.
Upsell Opportunities: Discovers and highlights factors that lead to upsell opportunities.
Custom Triggers: Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way.
Machine Learning: Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information.

Reporting & Dashboards: Access pre-built and custom reports and dashboards for viewing
API & Integrations: The number of sources from which the platform can pull customer data and how well those integrations are supported.
Data Import & Export Tools: Ability to input, modify, and extract data from the application in bulk through a structured file.
Workflow Capability: Automates everday customer success functions for more efficient and effective day-to-day processes.
Notifications: Set alerts for customer actions in order to respond quickly and proactively.
Customization: Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
Scalability: Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform.
Data Security: 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.
Performance & Reliability: Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.
User, Role, and Access Management: Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Account-Level Analytics: Ability to see analytics at the account level.
User-Level Analytics: Ability to see analytics at the user level.
Segmentation: Ability to compare usage across segments such as role, company size, etc.
Funnels: See how users move though a product via grouped page sequences
Alerts: Receive automated alerts and reports based on gains or losses in performance.
Multi-Product Analytics: View analytics for multiple products in a single dashboard, including cross-product engagement
User Scoring: Scores customers and visitors to identify at-risk or thriving accounts.
Integrations: Breadth and functionality of integrations with third-party products.

Marketing Metrics: Provides analysis of marketing program ROI and efficiency.
Predictive Modeling: Predicts outcomes based on statistical models; can give insight to "what-if" scenarios.
Recommendation Engine: Uses artificial intelligence to provide suggestions based on desired outcomes.
Opportunity Identification: Highlights cross-sell, upsell, and white space opportunities
Zero-touch Renewals: Can fully automate the deal renewal process
Smart Content: Suggests content appropriate to stage and tone of the deal

Autonomous Task Execution: Capability to perform complex tasks without constant human input
Multi-step Planning: Ability to break down and plan multi-step processes
Cross-system Integration: Works across multiple software systems or databases
Natural Language Interaction: Engages in human-like conversation for task delegation
Proactive Assistance: Anticipates needs and offers suggestions without prompting

Autonomous Task Execution: Capability to perform complex tasks without constant human input
Cross-system Integration: Works across multiple software systems or databases
Adaptive Learning: Improves performance based on feedback and experience
Natural Language Interaction: Engages in human-like conversation for task delegation
Proactive Assistance: Anticipates needs and offers suggestions without prompting
Decision Making: Makes informed choices based on available data and objectives

Multi-Product Analytics: View analytics for multiple products in a single dashboard, including cross-product engagement
User level Analytics: Ability to see analytics at the user level.
Account level Analytics: Ability to see analytics at the account level.
Segmentation: Ability to compare usage across segments such as role, company size, etc.
Funnels: See how users move though a product via grouped page sequences