B2B Customer Experience

B2B Customer Experience platform overview

Build trusted relationships with your business customers. Understand performance across every interaction of the B2B customer journey to create long-term loyalty.

Account Experience Management

Account Experience Management

  • Capture feedback from key stakeholders across every touchpoint (sales, onboarding, service, delivery and more) along the B2B customer journey
  • Continuously monitor the health of every B2B account
  • Identify issues and opportunities in real time and take proactive action to save accounts at risk and increase revenue at healthy accounts
Account Experience Management dashboard (mobile view) Account Experience Management dashboard

Account Feedback Analytics

Account Feedback Analytics dashboard (mobile view) Account Feedback Analytics dashboard

Account Feedback Analytics

  • Leverage machine learning and deep analytics to identify key trends, predict churn, and identify cross-sell and up-sell opportunities
  • Create real-time dashboards and leverage a wide range of insights to provide visibility into the account experience and sentiment
  • Uncover actions account managers can take to maintain a continuous dialogue with key account stakeholders

Integration with Sales Clouds and Service Clouds

Integration with Sales Clouds and Service Clouds

  • Automate workflow-based integrations with popular CRM, sales and service clouds (e.g., Salesforce, Microsoft Dynamics, ServiceNow, Zendesk)
  • Provide a comprehensive view of account health by segment, business unit and geography
  • Enable service agents to manage support tickets, view customer and operational data, and learn from customer feedback
  • Trigger feedback requests, create follow-up cases, and close the loop with account stakeholders directly within sales and service clouds
Sales and service cloud integration (mobile view) Sales and service cloud integration