Customer Success

Better manage customer outcomes, maximize customer retention rate, engagement and lifetime value
  • Accurate forecasting: Understand customer's health and forecast more accurately with all relevant information in one place
  • Faster reporting: Easily generate QBR reports without spending hours getting data or measuring progress against success plans
  • Easy scorecards: Programmatically generate customer scorecards for long-tail accounts so you can focus on highly critical tasks

Use Cases

Customer Health Score

Better manage customer outcomes with a scoring model based on critical attributes (such as MAU, DAU, NPS, billing status, etc.) to indicate whether a customer is in good health or at risk of churning. 

Customer Drill-Down

Unite all relevant information about your customers in one place, including product usage, NPS, billing info and milestone tracking.

Customer Overview

Access and combine all information about your customers in one place to identify and prioritize opportunities.

Use Cases

Customer Health Score

Better manage customer outcomes with a scoring model based on critical attributes (such as MAU, DAU, NPS, billing status, etc.) to indicate whether a customer is in good health or at risk of churning. 

Customer Drill-Down

Unite all relevant information about your customers in one place, including product usage, NPS, billing info and milestone tracking.

Customer Overview

Access and combine all information about your customers in one place to identify and prioritize opportunities.

Periscope makes it possible for our team to connect different data sources and present them to the customers in an insightful and actionable manner. It helps us move from a transactional relationship to more of a partnership with our customers.

Carthook: Ben Fisher
Jason Graham
Global customer success manager at BlueJeans

Additional Customer Success Resources