Provide account managers real-time insights into leading indicators that drive upsells, NPS, and retention.
Streamline handoffs throughout the customer journey so that everyone on your team has the information they need to provide customers a world-class experience.
Make it easy for management and leadership to understand what is happening within your most important accounts so they can coach reps and influence deals effectively.
Exercise team selling with Troops deal rooms. Create dedicated channels for your accounts that align people, assets, and information to maximize up-sell opportunities.
"I cover the entire APAC region for Customer Success at InVision so having Troops point me to where my attention needs is huge. The more I can automate the admin portion of my deals, the more time I have actually trying to drive meaningful value for my clients."
"If a CSM has 20 to 60 accounts, Troops helps them understand and prioritize those accounts by telling them, ‘This is the account that you need to pay attention to today.'"
"We've had to throw a lot of new processes at the CSMs, but because of Troops, we can make sure they at least have reminders for what those processes are and what they should be doing to follow them."
Troops has Automated my customer interactions! I use troops to help remind me to log customer engagements in Salesforce. This is a lifesaver and helps me stay on top of my workload. Overall, it's a great software that helps our CS Team stay up to date on their engagement/ customer-facing workload.
Troops provides workflow automation for Customer Success Teams. I like it because It is easy to use, reliable, and the workflow rules are fairly sophisticated. We use it to keep the CS team in sync on all customer renewals and upsells, specifically on status or value changes on deals. Managing and flagging customer case escalations through Troops has also been excellent.
Before Troops, getting clean data into SFDC was a big challenge for our Customer Success team. Very quickly, Troops helped us streamline many of our processes, and increased the number of calls logged in SFDC by 3X.
I love Troops because it’s so simple, yet took our operations 10 years ahead of where other CRMs/ Customer Success platforms could have and adoption is very high. It's helped our CS team immensely stay on top of our most important processes so we can deliver the most impactful customer experience.
Troops has been immensely helpful making sure we have smooth handoffs while also making sure we are on top of all of our opportunities and meetings to deliver the best customer experience possible. I highly recommend it to any CS team!