What are cs tools

For example, you can establish criteria for customers who may be in the market for an upsell offer and set up automated workflows to send promotional emails to this segment of your customer database. Salesforce offers more customization for companies with advanced CRM needs, while HubSpot serves the needs of companies seeking basic functionality with a user-friendly interface, particularly companies focused on inbound marketing.

File sharing apps make it easier to store files in the cloud, share files, and sync files between devices and users, especially large files. Connecting a file-sharing app with your CS platform lets you upload files on a one-time basis or create an automated schedule, as well as schedule automatic file syncing. Subscription billing is the lifeblood of SaaS revenue.

Billing apps help you automate processes such as offering quotes, creating recurring subscriptions, collecting bills, tracking payments and tracking subscription analytics.

Integrating your billing data with your CS platform can help you streamline subscription renewals , increasing retention and reducing payment support issues. Zuora is a billing app geared toward the needs of subscription-based revenue models. It automates billing, collection, and real-time recognition of payments.

Workflow apps allow you to define and automate customized macro processes consisting of a series of tasks. The task can then be set up to trigger automatically when certain data criteria are met. This can save you time performing frequently repeated task sequences by reducing a complex series of actions to a single command initiated when the relevant data parameters are detected.

Integrated with a CS platform, a workflow app can let you create automated workflows which promote customer success outcomes. For example, you can automatically send product tracking information to your CS platform. Popular workflow apps include Zapier and Segment. Zapier is more affordable for smaller companies, while Segment is more user-friendly to set up and administer. Support events are critical steps in the customer journey. How smoothly an escalation incident gets resolved can determine whether the customer renews their subscription or churns, as well as whether they become a brand promoter or a detractor.

Support apps help automate the management of customer service tickets to promote quicker resolutions and higher satisfaction. They may provide features such as online knowledge bases, help centers, community forums, and support via multiple channels, including social media, messaging, live chat, email, and voice. For example , if a customer is experiencing onboarding challenges,. Zendesk is geared toward managing end-user communication to promote customer satisfaction, retention, and revenue growth, while Jira excels at managing internal projects such as software management lifecycles.

The two tools are not mutually exclusive and can be used together. Drop us a line and someone from our sales team will get back to you. By submitting this form you are acknowledging that you have read and agree to our Privacy Statement.

ToolBox CS. Convenient tax and accounting tools to boost productivity. Contact sales. Overview Contact sales. Why choose ToolBox CS. Useful links. Brochure PDF. System requirements. What you get with our tax tools. Ready-to-use templates. Valuable tax tools. Improved service for clients. Two ways to use ToolBox CS in the cloud. Virtual Office CS.

See details.