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Your CSM-focused hub to streamline account management, enhance productivity, and boost customer retention. The Custify Chrome Extension provides instant access to vital customer data directly within your browser. By simply selecting an email address, you can view detailed client information associated with that email. The data is pulled from Custify’s 360 Customer summary, offering insights such as: - CSM Rating: Understand the overall satisfaction and engagement level of your customer. - Promoter Score: Gauge the likelihood of your customer recommending your product or service. - Global Health Scores: See the overall health of your customer accounts. - Lifecycle Stage: Identify where your customer is in their journey. - Client Tags: Use tags to quickly categorize and identify customer segments. - Metrics: Track customer success metrics such as the number of notes, open tasks, overdue tasks, last touchpoint, and last outgoing communication. - Company Attributes: Access key company details and attributes to better understand their needs. - Financial Data: Review essential financial metrics such as invoices or number of subscriptions, that impact your customer relationship. Key Customer Success Use Cases - Quick Access to Customer Data: When preparing for a meeting with a client, CSMs can instantly access detailed client information without leaving their current browser tab, This prepares them with relevant, up-to-date information. - Email Integration: While composing an email to a client, CSMs can select the client’s email address to view insights like the customer’s Lifecycle Stage or Global Health directly within their email client. It allows them to tailor their communication to the client’s current situation and needs, making it more effective and personalized. - Time-Saving Efficiency: When needing to quickly check multiple client accounts, CSMs can access all relevant customer data with one click, without switching between different applications or tabs. This saves time and reduces the load associated with managing multiple apps, allowing CSMs to focus on strategic tasks. - Comprehensive Customer Overview: Before a strategic planning session, CSMs can understand a customer’s overall engagement and satisfaction levels through a comprehensive view of health scores, engagement metrics, financial data, and more. This holistic view enables them to make informed decisions and provide better support. Benefits for Customer Success Teams - Enhanced Productivity: Streamline your workflow by having all necessary customer data readily accessible within your browser. Spend less time searching for information and more time engaging with your customers. - Increased Insight: Gain deeper insights into your customer’s profile and behavior. Use this information to craft more relevant and personalized communications, leading to stronger customer relationships. - Improved Communication: By having customer data available directly in your email client, you can quickly adapt your messaging to address specific customer needs and concerns, resulting in more effective communication. - Better Customer Understanding: With a complete view of your customer’s attributes, financial data, and satisfaction scores, you can better understand their journey and how to support them.
productboard: Make products that matter
The all-in-one product management tool for teams striving to make products that matter. productboard is the all-in-one tool for product management that helps teams understand what users need, prioritize what to build next, and earn-buy in for their plans. This extension lets you and your colleagues submit user insights (the gold nuggets found in user research & feedback) straight to productboard’s Research board. 1. Log in to your productboard project as an admin, editor, or contributor. (See user roles: http://bit.ly/pb-user-roles2) 2. Highlight text on any webpage, select the extension icon in your browser’s toolbar, and submit the insight. 3. You can also select the extension icon without highlighting any text to write or paste insights free-form. We’re here for you. Use the in-app chat or write us at hello@productboard.com.
Modjo Everywhere
Take notes, save them automatically in your CRM and manage your call recordings. Work where your deals live. The extension brings the value of Modjo directly into your CRM, so sales teams can review calls, write follow-ups, and get instant insights without switching tabs. Get instant answers like “What are next steps?” or “Why did this deal stall?”, all based on your real call data. Turn any conversations into ready-to-send email drafts with the right tone, structure and context. ➡️ Replay calls without leaving your CRM Search and scan key parts of conversations in one click, without opening another tool. Write notes during your calls, they’ll be synced directly to your CRM after the meeting. Stay in your CRM, move faster, and keep context. The Modjo Chrome Extension lets sales teams and managers analyze calls, follow up smarter, and make every conversation actionable, all from their CRM workspace. Currently available for HubSpot via the Modjo Chrome Extension. Note syncs are available for Salesforce, Hubspot, and Pipedrive. Logged in to both Modjo and your CRM
Fuse Flow
Knowledge in the flow of work - Access your Fuse learning content directly from your browser The Everyday Learning Platform That Makes Learning Simple Create a learning culture that retains and develops your workforce when they need support every day. Fuse is an all-in-one learning platform that combines advanced LMS and LXP capabilities, driven by the latest AI technology. Designed to simplify the lives of L&D teams and delight learners, it delivers the next generation of modern learning through an engaging consumer-grade experience your employees are demanding. Fuse Flow uses the context of your browser to suggest knowledge and learning to help you in the flow of work. Features - Access to search fuse platform - Search filters - Right click to search - Ask a question and receive an answer. Please note, Fuse Flow comes as part of the Fuse learning platform for organisations, contact us on the link below should you want this for your organisation.
CloudTalk Click-to-Call
Click-to-call Chrome extension that integrates with CloudTalk Phone desktop application CloudTalk extension for Chrome lets you make calls directly from your browser. Every phone number on the web is converted to a clickable link. So whenever there’s a number that you would like to dial (e.g. a potential client), simply click on it in your Chrome window and the call will be made via CloudTalk. Drop the lengthy copy-paste process – CloudTalk extension saves your time and allows you to boost productivity and streamline workflows. Don’t have a CloudTalk account yet? Register within minutes and get access to advanced call center features, international phone numbers and competitive rates.
