Customer Success Suite

Traction's Customer Success Suite service offerings

Building Onboarding Process

Define onboarding stages, progression requirements by stage, & custom related fields required to capture critical information during customer onboarding process.

Process Measurement

Measure time to onboard customers and identify any points of friction within the process that delay customers’ ability to get to value against targeted milestones and timeframes.

Onboarding Management

Manage playbook of key messaging templates and information used during the onboarding process. Manage updates and improvements to the playbook to further streamline the experience of new customers.

Target Account Management

Automatically “Tag” and track newly added companies with ICP profiles based on demographic and engagement data (e.g. Industry, Size, location). Manage and update ICP over time based on new learnings.

CRM Configuration & Integration

CRM Setup includes:

• Activity tracking and logging (phone calls, emails, meetings)
• Custom fields/properties setup • Default "views" defined and deployed.
• Automate key workflows and activities
• Integrate tasks and notifications with preferred systems

Retention and Client Growth Analytics

Measure and report on Renewal win rate and won revenue performance vs renewal target. Report on current upsells/cross-sells in pipeline. Measure days to close by product, win rates by product/deal stage etc.

Renewal Automation

Streamline creation of renewals to ensure they are included in the sales pipeline and managed by the relevant team members.

Renewal Planning

Deploy alerts at key date milestones to facilitate renewal process and reduce execution risk. Report on upcoming renewals, outstanding associated tasks, and performance to targets.

Expired and Inactive Deal Identification & Reporting

Notify team of renewals and expansion deals with out of date/incomplete information. Used to ensure that the pipeline represented in CRM can be leveraged for forecasting exercises.

Data Hygiene Management

Ensure all renewals have up-to-date, accurate, and comprehensive data on key deal points (contract terms, associated decision makers, products, line item discounts, etc.)

Renewal Process, Systems, and Dashboard Training

Training for team members on renewal process and system utility to enable these processes. Traction AI dashboard training included.

Best Fit Customer Analysis

Use historical revenue data and customer demographics to identify the “best fit” customers that currently exist within the CRM. Used to prioritize current upsell/cross-sell efforts and to inform future Target Account strategies.

Testimonials

Don’t just take our word for it

Hear from some of our amazing customers who are building faster.

“Best in Class RevOps Solution!”

Our partnership with Traction AI has significantly increased our team’s capacity to effectively identify and engage leads, generate more revenue and increase ROI. Their RevOps expertise helped us quickly design and configure our Hubspot, Outreach, and ZoomInfo systems into a powerful prospecting tech stack. I highly recommend Traction AI.

Jack Ekelof

VP of Sales and Marketing

Evolve Security

“True partnership! Like members of my extended sales and marketing team!"

Traction AI is the full package. They invest time to truly learn your business, provide actionable insights, AND help you bring them to life. They're not another vendor; they’re a true partner and an extension of our team. I cannot recommend them enough.

Ashley Smith

Chief Growth Officer

Scoir

"Strategic + hands on expertise = more predictable lead generation and ROI"

Traction AI’s RevOps-as-a-Service solution has helped us strategically plan and scale our demand gen efforts. Due to their hands-on partnership, we now have the insights needed to understand the quality of the leads we're generating as well as better predict the ROI of campaigns and lead nurturing activities, at a fraction of the cost of an FTE. Having their expertise in systems, analytics and overall revenue operations has been extremely beneficial to me and my team.

Nina Kuhlman

Chief Marketing Officer

CounterCraft

"Powerful RevOps Insights."

Traction AI gives us insights about our sales funnel from the first touch to renewal, and empowers my team to be more efficient and effective. They provide me with a data-driven perspective of how we are performing and where we need to focus.

Shawn Olds

CEO & Founder

BoodleAI

“Great Partnership!”

We partnered with Traction AI to help us rearchitect our HubSpot instance. They were a HUGE help and guided our entire team with respect to the various technical aspects of HubSpot. They helped us streamline how our Hubspot integrates with our application, as well as implement best practices and time saving automations to scale our revenue activities. The Traction AI team is always responsive, fun to work with and an essential partner for our team to lean on. I would highly recommend them!

Jaclyn McClure

Senior Vice President, Product

Spa Space

“Value delivered, all day, everyday!”

The Traction AI team brought strategic knowledge and technical expertise to our Go-to-Market execution. They helped us streamline, automate and optimize many of our core RevOps systems and processes. If you think it can’t be done, ask them and they will find a way to make it happen! Partnering with Traction AI enabled a valuable thought partnership thereby drawing from a wealth of insight and know how, I was able to establish the strategic direction of the business with a real partner. David Benson is an extraordinary individual who I know will continue to work with me to help achieve the full potential of Cavago.

Tauseef Qadri

Founder

Cavago