ZapScale Reviews and details

Social recommendations and mentions

• How do you keep tracking of customer engagements?

  1) Managing an Excel sheet: Create a robust Excel sheet where you can store all your customer data. This method allows you to organize information such as customer details, interactions, and purchase history. However, keep in mind that as the number of customers and data points increases, managing an Excel sheet can become complex. It's a good way to start your data management. 2) Utilizing a CRM (Customer... Source: 11 months ago

• Software used for internal tool

  Our tools till 2022 Slack for regular conversations - ConstantContact for email campaigns - Survey Sparrow for NPS surveys - Rocketlane for onboarding - Zoom for calls and training webinars - Notion for your knowledge base - Trello for project management The new tools that we have added in 2023: - ZapScale (CSP) to manage all our customer data – Luma to record all our calls/meetings - Intercom to manage... Source: 11 months ago

• Need a customer success platform. Please suggest

  Hi, I understand your situation as we also have a similar-sized team managing a customer base of around 200+. To address our visibility issues, we recently adopted ZapScale, which has been incredibly helpful. ZapScale efficiently consolidates customer data and provides a health scoring system based on customer behavior. The best part is that all four of us transitioned from using Excel to ZapScale within a week.... Source: 11 months ago

• Need a customer success platform. Please suggest

  I have experience in mature CS operations with over 1000+ customers, including 250+ high-touch CS accounts. We've found Gainsight o be a great tool, but for an early-stage startup like yours, I recommend exploring more cost-effective and user-friendly options such as Customersuccessbox, ZapScale, Vitally, or Smartkarrot. These tools are better suited for your needs. Source: 11 months ago

• What do you use for customer onboarding or training customers on new features?

  We rely on Rocketlane to facilitate our onboarding process, as it has proven to be indispensable in efficiently managing our onboarding projects. Additionally, we have implemented standardized onboarding playbooks and leveraged automation whenever possible. For training purposes, we have integrated Userlane, which offers guided tours of our product, and we connect users to our knowledge base as needed. This is... Source: 12 months ago

• Getting customer success data / analytics

  If you want these trackings for the customer success team then I would suggest looking at ZapScale. I recently check it out and was impressed with the feature. They provide complete customer & user-level tracking, which helps in looking at the behavior and providing solutions accordingly. The best thing unlike Pendo, mixpanel you don't need to code anything to get the heatmap, it's a simple click and select what... Source: over 1 year ago