Skalin Features
Customer Information (7)
Customer Health Scores
Provides users a customer-specific score to determine the overall satisfaction of each customer. 27 reviewers of Skalin have provided feedback on this feature.
Customer Monitoring
Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team 27 reviewers of Skalin have provided feedback on this feature.
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. 27 reviewers of Skalin have provided feedback on this feature.
Playbooks
Based on 26 Skalin reviews. Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.
Customer Segments
As reported in 26 Skalin reviews. 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
Based on 25 Skalin reviews. 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
As reported in 23 Skalin reviews. Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information.
Predictions (4)
Churn Risk
Calculates the risk that your customers will not renew or continue using your product or service. 24 reviewers of Skalin have provided feedback on this feature.
Upsell Opportunities
Discovers and highlights factors that lead to upsell opportunities. This feature was mentioned in 21 Skalin reviews.
Custom Triggers
As reported in 22 Skalin reviews. 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. 23 reviewers of Skalin have provided feedback on this feature.
Platform (10)
Reporting & Dashboards
Based on 24 Skalin reviews. 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. 22 reviewers of Skalin have provided feedback on this feature.
Data Import & Export Tools
As reported in 21 Skalin reviews. 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. 20 reviewers of Skalin have provided feedback on this feature.
Notifications
Set alerts for customer actions in order to respond quickly and proactively. 23 reviewers of Skalin have provided feedback on this feature.
Customization
As reported in 23 Skalin reviews. 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. 20 reviewers of Skalin have provided feedback on this feature.
Data Security
Based on 21 Skalin reviews. 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
As reported in 21 Skalin reviews. 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. 21 reviewers of Skalin have provided feedback on this feature.
Generative AI (1)
AI Text Summarization
Condenses long documents or text into a brief summary. 18 reviewers of Skalin have provided feedback on this feature.
Agentic AI - Customer Success (5)
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


