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Collaborative Project Management With Your Customers

Coordinate is easy to use while still providing deep collaboration throughout the customer journey.

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Collaboratively plan milestones and tasks with customers.

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Discussion threads enable focused conversations that won't get lost.

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Email updates help keep customers accountable.

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Customer Success Plans

Consistently deliver on customer expectations.

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Customer Success Plans are living documents that grow and change with your customers.

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Lay out a clear path to success based on your customers’ defined business Goals.

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Collaborate in a shared space so that everyone can monitor progress.

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Customer Goal Tracking

Understand your customers' high-value business goals and collaboratively track progress with customers.

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Keep customer goals in focus at all times.

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Keep a record of successes andvalue delivered!

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Track changes at the customer to make sure you always know their current north star.

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Customer-Facing Playbooks

Build flexible standardized processes for customer onboarding, driving adoption, renewals, and upsells/expansions.

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Easily save and reuse your customers’ Plans to repeat your process.

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Standardize your operations by defining Playbooks for common customer scenarios.

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Playbooks enable flexibility so you can tune and customize the experience of each of your customers.

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Better Account Management

Keep track of your customers and manage your teams while using information you can trust while you scale your customer base and teams.

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Quickly see which customers are progressing in their plans and which have reached their Goals.

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Track customers through your unique customer journey with customizable statuses.

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Quickly identify which customers are not engaging, which have been successful, and which need your help.

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Onboarding Checklists

Effective onboarding is critical in reducing customer time-to-value. With Coordinate’s collaborative Onboarding Checklists, we help you stay on track and build a repeatable process.

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Create and share onboarding task checklists with the customer through Coordinate’s Customer Portal

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Maintain alignment and track progress in a collaborative view with your customers

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Ensure a smooth transition between teams once Onboarding is complete and stay focused on Customer Success

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Want more renewals
and expansions through
better customer collaboration?
Learn more here:

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