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Description
Every client has unique requirements and objectives, so why would you provide them with a one-size-fits-all onboarding strategy? With Arrows, you can customize, rearrange, and modify tasks within your templates for each individual client, ensuring that every plan is tailored to their specific needs. You have the flexibility to assign tasks to any member of your team or the client’s team, making it clear who is responsible for each deliverable. Instead of constantly reminding clients about overdue tasks, let Arrows take care of all the reminders, allowing your team to focus on being the strategic partner your clients truly need. Transition away from disorganized spreadsheets to a streamlined internal dashboard, where you can easily view clients with overdue tasks or those due today at the top, followed by other active clients. Interested in automatically generating an onboarding plan for each client? Or perhaps updating the CRM opportunity as onboarding progresses? That’s a breeze! Maintain momentum with the Monday morning heartbeat email, which provides a status update on the current phase of work, ensuring that everyone stays informed weekly. This approach not only enhances efficiency but also fosters stronger relationships with your clients.
Description
SmartKarrot, a cloud-based solution for Customer Success & Account Management allows teams to manage Customer Growth (Expansion/Retention & Renewal), with a platform focussed on Intelligence & Automation.
1. SmartKarrot is built on Augmented Intelligence and proactive handles complex use cases related to Expansion & Retention. Multiple products, service lines, and geographies.
2. Our customers can scale efficiently with our intense focus on Automation & Playbooks.
3. Our New Age Design with a PLG mindset makes for a great user experience.
4. Our unlimited user packages allow our clients to be truly Customer Centric and enable great alignment within their teams.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Amazon EC2
Amazon Web Services (AWS)
Asana
Microsoft Excel
Microsoft Outlook
Microsoft Word
Slack
Stripe
Zapier
Integrations
Salesforce
Amazon EC2
Amazon Web Services (AWS)
Asana
Microsoft Excel
Microsoft Outlook
Microsoft Word
Slack
Stripe
Zapier
Pricing Details
$99 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Arrows
Founded
2018
Country
United States
Website
arrows.to/features/
Vendor Details
Company Name
SmartKarrot Inc
Founded
2018
Country
United States
Website
www.smartkarrot.com
Product Features
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
Product Features
Customer Engagement
Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis