Tips & Tricks
Streamlining every touchpoint of the customer journey—from onboarding to off-boarding, and everything in between—can significantly enhance your operations and customer satisfaction. With Avenue, you can automate alerting, assignment, and tasks for each step of the customer journey.
Customer lifecycle management today: manual scans, playbooks, and Slack threads
Customer Lifecycle Management (CLM) is the process of managing the entire spectrum of customer interactions, from initial engagement through to long-term retention. Traditionally, managing these complex processes relies on playbooks that exist in static documents like Google Docs or Confluence, accompanied by a series of manual checks, updates, and Slack alerts. This approach not only lacks efficiency but also fails to provide real-time insights and responses critical for today’s fast-paced business environments.
Automated customer lifecycle management with Avenue
Avenue gives operations teams time back with its automated alerting, task assignment, tracking, and automation capabilities. By connecting to all your tools, Avenue ensures that nothing falls through the cracks. Automation replaces manual, repetitive tasks, freeing up your team to focus on strategic initiatives. Real-time alerts and smart ticketing ensure that every customer interaction is timely, relevant, and effective.
How customers use Avenue for customer lifecycle management
Onboarding/Off-boarding: Streamline the steps required to onboard or offboard a customer, ensuring compliance and readiness at every stage.
Churn Risk: Identify churn risks based on product usage patterns and assign proactive engagement tasks to account executives.
Payment Issues: Instantly alert and assign follow-up tasks for any payment failures or issues, reducing financial risks.
Expansion Opportunity: Leverage usage analytics to identify and route expansion opportunities to account executives for follow-up.
Expiration: Automate alerts for expirations (whether it be SaaS vendors or provider licenses) and assign the necessary steps for renewal, maintaining uninterrupted service.
Ready to transform your customer lifecycle management? Avenue empowers your team to manage the customer journey more efficiently and effectively. Speak with sales today.