For Customer Success Teams
Unparalleled visibility into the health of every customer
Engage customers and reduce churn with an assessment designed to reveal their biggest pain points, challenges and desires.
Uncover the Trends Impacting Your Bottom Line
The greatest tool in your customer success quiver is our detailed assessment. Designed by CS leaders, capture critical data and gain insights that directly impact your business.
CRM Integrated
Simple integration for HubSpot and Salesforce
Simple Delivery
One-click delivery from your CS rep to your client
Data Capture
Data-backed approach to understand what is working and why
Unlock Upsells
Ensure clients understand exactly what your offer can support
Uncover the Trends Impacting Your Bottom Line
The greatest tool in your customer success quiver is our detailed assessment. Designed by CS leaders, capture critical data and gain insights that directly impact your business.
CRM Integrated
Simple integration for HubSpot and Salesforce
Simple Delivery
One-click delivery from your CS rep to your client
Data Capture
Data-backed approach to understand what is working and why
Unlock Upsells
Ensure clients understand exactly what your offer can support
Put Your Data Into Action
Customer assessments gather data and our detailed reports reveal the trends and commonalities that help form actionable strategies.
Power QBR Process
Use reports to clearly communicate in QBR meetings
Technology Analysis
Understand how solutions are being used and compare peer data
Build Action Plans
Power your strategy with detailed reporting feedback
Account Review
Use big picture reporting to influence individual account strategies
Put Your Data Into Action
Customer assessments gather data and our detailed reports reveal the trends and commonalities that help form actionable strategies.
Power QBR Process
Use reports to clearly communicate in QBR meetings
Technology Analysis
Understand how solutions are being used and compare peer data
Build Action Plans
Power your strategy with detailed reporting feedback
Account Review
Use big picture reporting to influence individual account strategies
Identify Churn Risk Before It Happens
Renew with confidence by unlocking a Client Health metric based on what your clients are actually telling you.
Finger On the Pulse
See exactly how satisfied each client is
Renew With Confidence
Know where upsell / expansion opportunities exist
Market Trends
Identify weak points in your offering
Team Accountability
Make sure all accounts are being covered
Identify Churn Risk Before It Happens
Renew with confidence by unlocking a Client Health metric based on what your clients are actually telling you.
Finger On the Pulse
See exactly how satisfied each client is
Renew With Confidence
Know where upsell / expansion opportunities exist
Market Trends
Identify weak points in your offering
Team Accountability
Make sure all accounts are being covered
Advantages
User-Generated Data that Drives Revenue
White-Glove Service
Guiding Every Step of the Process
We assist with everything from setup to managing the customer journey with the expertise and experience to generate results.
Email Templates and Playbooks
Conversion-based approach
Use proven templates and playbooks to maximize response and reporting impact. We provide the resources to train your team quickly and deploy high-response assessments.
Remove the Obstacles to Customer Engagement
Integrations
Connect Directly to Your CRM
Your Foresight Onboarding Experience
The Easiest Customer Success Tool You Will Ever Implement
Objectives
- Familiarize Foresight with entirety of your offer
- Review current processes
Meeting
- 60 Minutes
Action Items
- Client Team walks through demo of solution
- Foresight creates V1 of data model based on product demo / existing marketing collateral
Objectives
- Identify engagement strategy
-
Review current processes
Meeting
- 30 Minutes
Action Items
- Deploy value assessment, business impact report and engagement plan
- Create training plan and documentation
Objectives
- Train team on Foresight tools
- Deployment process and communication plan training
Meeting
- 30-60 Minutes
Action Items
- Monitor team engagement
- Report weekly on activity
- Provide additional training / refinements as needed
FAQ
Our clients average over an 80% response rate with clients, and we provide best practices to ensure we can consistently deliver these same results to all new clients.
Our most successful clients have at least one customer success manager following a structured process. If you are using a CRM to track your pipeline, you will benefit from Foresight tracking your value!
If your team is actively having meetings with clients, your team has time to get implemented with Foresight. The upfront time commitment required is minimal (two hours or less) and once completed your team will have the tools to engage more clients, faster, and with better outcomes.
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