Ready to Optimize Your Account Management?
What This Solution Does:
- Sentiment Analysis Across All Tickets
Understand the overall client experience by analyzing every ticket. Are you meeting expectations? Identify trends before they become issues. - QBR Insights & Continuous Improvement
Review client-specific notes and past QBR outcomes to pinpoint areas for improvement. Turn every QBR into a strategic growth opportunity. - Automated NPS Collection
No more chasing feedback. Our system automatically gathers Net Promoter Score data and schedules surveys for key stakeholders—keeping you informed and proactive.
How It Helps MSP Account Managers:
- Pre-QBR Checklist via Guided Chat
Prepare with confidence using an AI-driven checklist that ensures nothing is missed before the meeting. - Automated QBR Presentation Creation
- Summarizes all tickets from the last quarter.
- Highlights services delivered.
- Generates a license usage for true-up reports.
- Client Data at Your Fingertips
Automated data gathering means less time compiling and more time building relationships.