Advisor Customer Success

Customer Success Business Value Tools

The Customer Success Business Value Tools provides customer success managers with a cloud-based playbook to help structure adoption-related activities with their customer.  Advisor also helps CSMs to capture use cases and business value metrics to ensure customers are achieving the expected benefits of the solution.  These metrics form the bases for Quarterly Business Reviews and other management reports to ensure renewals go smoothly.


Create “narrative-based” tools to ensure consistency across Customer Success teams


Auto-generation of outputs (Excel models, PowerPoint presentations, PDF reports) to allow CS managers to spend more time with the customer and less time building presentations


Automate & simplify value caputure for CS managers, providing real-time results for “what-if” analyses with the customer

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