Introduction A $1B B2B software company was facing challenges in tracking the “health” of their customer accounts. The company’s data points were scattered across multiple internal platforms, with some critical data points not available in any internal systems. This led to difficulties in performing root-cause analysis for underperforming client accounts. To overcome these challenges, the company turned to Emojot’s Customer Success Management (CSM) platform. The Solution Emojot customized its cutting-edge CSM platform to address the software company’s business challenges. The solution included: RPA Agent-Based ETL Model: Emojot utilized Robotic Process Automation (RPA) to extract, transform, and load (ETL) data from various sources into a unified NoSQL data storage. This process enabled efficient data retrieval and consolidation of disparate data points. Custom Scoring and Health Score Formula: Emojot’s CSM platform facilitated the creation of quantifiable data fields with custom scoring, allowing the software company to define their unique customer health score formula. This helped to accurately evaluate the overall health of customer accounts. Emojot Emotion Sensors™: To capture data points not available in any internal systems, Emojot Emotion Sensors™ were employed. These sensors effectively gathered vital information necessary for comprehensive customer health assessment. Real-Time Dashboard with Drill-Down Capabilities: Emojot provided the software company with a real-time, drag-and-drop dashboard, allowing for in-depth analysis of customer health factors. This dashboard supported root-cause analysis by enabling the company to identify fluctuations in customer health scores. Results With Emojot’s CSM platform, the software company experienced significant improvements in customer account management. The key results included: Improved Visibility: The platform provided a clear and comprehensive view of customer account health, enabling proactive decision-making and actions. This allowed the company to address potential issues before they escalated. Real-Time Root-Cause Analysis: Emojot’s CSM platform enabled the software company to monitor fluctuations in customer health factors in real time. […]
