roombriks for Customer Success
Faster Software Adoption with roombriks
Move fast and stand out with a personalized experience powered by Digital Collaboration Rooms and Client Portals
Why Customer Success Teams Use roombriks
- Personalized Onboarding Programs.
- Communication that follows from discovery, close and onboarding.
- Custom Client portal for education
- Dynamic Software Adoption Maps
Client Portals – Customer Success
Build The Best Onboarding Experience
Using roobriks you can ask questions share ideas and exchange knowledge without time zones or busy calenders getting in the way
Customer Segmentation and Personalization
Collaboration rooms enable CSMs to segment customers based on needs and preferences, fostering personalized interactions.
Customer Feedback Management
CSMs can gather and analyze customer feedback within collaboration rooms, crucial for identifying areas for improvement.
Training and Knowledge Sharing
Collaboration rooms serve as platforms for training and knowledge sharing among CSMs, keeping the team well-informed.
Digital Collaboration Rooms – Customer Success
Easy Relationship Building
Nurturing strong customer relationships through effective communication is paramount. Personalized interactions and attentive listening builds trust, ensuring long-term success.
Custimized portal software
Build a peronalized private space for your customers. A centeral point for curated correspondence.
Cross-Functional Collaboration
These rooms facilitate collaboration not just within the CSM team but also with other departments, ensuring a holistic approach..
Task Management
Task management features help CSMs assign, track, and prioritize customer success-related tasks, streamlining workflows.
Features
Room Editor
Build custom rooms that match your company brand and process
Dynamic Content
Interactive content that is updated in real time between parties
Egagement Insights
Track your enablement success. See what content is being viewed.
Embed Content
Embed your favorite content from popular collabartion tools
Content Security
Secure encrypted rooms with multiple options for access.
Quotes
Share your custom quotes.
Rich Reactions
Internal and External chat communication that easily follows the deal.
Custom Forms
Create Custom forms and embed them into your room
Frequently Asked Questions
How do Account Executives (AEs) use roombriks?
Account Executives can use roombriks many different ways.
Standing Out from the competition: Perspective buyers appreciate the attention to detail and it is very easy to show your dedication with roombriks.
Enablement: Give the champion a curated messaging that can easily be packaged and presented in one place to easily be shared with internal stakeholders.
Customer Account Planning: CAP plans for leadership are much easier. Future and past engagments are tracked inside of a room for easy reference. Templates for CAP plans can be used for an even easier planning session.
Long and Complex Deals: When the sales cycle gets long it’s hard to keep track of emails threads and other digital correspondence. roombriks makes it easy to manage messaging asynchronouly allowing both buyer and seller interaction.
How do Pre Sales Engineers (SEs)?
POC/POV: Sales engineers utilize rooms to elevate their proof of value.
Share Documentation: Finding and navigating technical documenation can be very cumbersome. Curate and share with your point of view on what is important to the customer and their current initative.
Success Criteria: Success critera can very drasticly from customer to customer. It’s important to create a customized dynamic plan for both parties to make sure they can align to the goal.
Does this help for long and complex sales cycle?
This is perfect solution for a long sales cycles. We understand that the proccess is dynamic. This is why having a personlized room is so important you can quickly pivot and keep track of these changes and present them elegantly.
How do Customer Success Teams use roombriks?
Customer Success Plans: The journey can be long and complex with many nuances. Easily being able to pivot to different customers as if you have one is possible with roombriks.
Onboarding Customers: Onboarding can be a unique operation. Create customizable experiences for faster software adoption.
Renewals: Easily show value in your room for why the customer should renew.
Adoption Maps: Easily create the best looking software feature adtoption maps.
Roadmaps: Easily track interactions between you, the customer and product managment in one place.
Enablement: Support end users with documenation and training material in a curated way. Show things to them that are only important to their use case.
How does sales leadership use roombriks?
Revenue growth: Sales and pre sales leaders use roombriks to set up reliable sales processes, generate a deeper understanding on what works and quickly pivot to the field sales teams quickly at scale.
What are Digital Sales Rooms/Collaboration Rooms?
How will this platform help me close deals?
By providing a single source of truth for partner and customer data, enabling real-time engagement, and personalizing the buying journey, you can build stronger relationships, address specific needs, and close deals faster even if they are complex.
