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Customer Success Management Best Practices

 

March 14, 2012
10:00 am PST

CSM Solution Suite Overview

JBara is a Customer Success Management solution suite that improves customer satisfaction, customer retention and the revenue performance of the existing customer base.  It helps executives, customer success managers, sales representatives, and marketing managers in the following way:

Executive View

JBara provides powerful analytics, dashboards and presentation quality reporting on customer experience, customer adoption, customer satisfaction, customer retention and revenue performance from the existing customer base.  JBara's solution suite measures and provides insight on customer satisfaction, customer retention trends, and the composition of the contracted revenue, down-sells, up-sells, and churn. 

Account Representative View

JBara helps in understanding the mood of a customer.  Customer satisfaction, product adoption, contract renewal history, and purchase history is made available and viewed at the account level in Salesforce.com and other CRM applications.  JBara provides insight on individual accounts.  Account representatives can find customers willing to renew early and up-sell. 

Customer Success Manager View

JBara Software helps Customer Success Managers create and manage different alert levels with customers - saving hundreds of hours of effort.  Customer Success Managers will always keep a pulse on customers and know which customers are at-risk of churning or reducing their contract.  
 

Marketing Director View

Marketing can benefit from JBara Software’s CSM module in the following areas:

  • Understanding of adoption and success of product trials (ex. “Try and Buys”)
  • Quickly finding happy customers willing to participate in marketing events and case studies
  • Loyalty tracking
     
Customers using JBara to improve customer satisfaction, retention and revenue performance.