Customer Success Grader

Let's go!

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EFFICIENCY CAN BE HARD TO MEASURE,
BUT WE'VE GOT IT DOWN TO A SCIENCE.
Choose as many as you like

A
Let's Start
OK

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What's your industry?
Choose as many as you like

A
Financial Services

B
Technology

C
Healthcare

D
Retail

E
Media

F
Professional Services

G
Consumer

H
SaaS

I
Education

J
Other
OK

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What's the size of your company?
Choose as many as you like

A
1 - 49 employees

B
50 - 99 employees

C
100 - 499 employees

D
500 - 999 employees

E
1000+ employees

F
Other
OK

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What's the top Customer Support app you use to manage your customer contacts?
Select your top customer support app.
Choose as many as you like
- A
  
  Zendesk
- B
  
  ServiceNow
- C
  
  Freshdesk
- D
  
  Salesforce Service Cloud
- E
  
  JIRA Service Desk
- Other
  
  F
OK

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What other apps do you use?
Select the other apps you use with your core Customer Support app.
Choose as many as you like
- A
  
  Salesforce
- B
  
  JIRA
- C
  
  Github
- D
  
  Slack
- E
  
  Stripe
- F
  
  Trello
- G
  
  Gmail
- H
  
  Intercom
- I
  
  MailChimp
- J
  
  Infusionsoft
- K
  
  Zoho CRM
- L
  
  Shopify
- M
  
  RingCentral
- N
  
  Magento
- O
  
  NetSuite
- P
  
  FullContact
- Q
  
  Xero
- R
  
  QuickBooks
- S
  
  Pipedrive
- T
  
  Chargify
- U
  
  Box
- V
  
  Dropbox
- W
  
  Quip
- X
  
  Microsoft Dynamics
- Other
  
  Y
OK

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Now, let's check your vitals! Are you syncing these in real-time?

Continue

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Accounts in your support app with your CRM.
For example: syncing customer info between your support and CRM applications.
Choose as many as you like

A
Yes

B
No

C
Partially
OK

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Support tickets with cases in your CRM?
For example: syncing ticket-level info between Support and CRM
Choose as many as you like

A
Yes

B
No

C
Partially
OK

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Support tickets with engineering issues?
For example: syncing ticket-level info between Support and Engineering
Choose as many as you like

A
Yes

B
No

C
Partially
OK

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Opportunity info with support?
For example: syncing opportunity info between Support and CRM so you know which stage the lead/contact is in.
Choose as many as you like

A
Yes

B
No

C
Partially
OK

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Payment info with support?
For example: syncing payment info into your Support app so you know the customer's payment plan and status and reps can make smarter conversations.
Choose as many as you like

A
Yes

B
No

C
Partially
OK

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Time to check your reflexes! Do you have automated systems for...

Continue

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... triaging high priority tickets?
For example: Have alerts/notifications set up for very important customers.
Choose as many as you like

A
Yes

B
No

C
Partially
OK

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... getting real time, 360-degree customer snapshots?
For example: Have reports that show you a holistic view of customers from all their touch points.
Choose as many as you like

A
Yes

B
No

C
Partially
OK

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...conversion probability prediction?
For example: Have alerts to inform your team that a person is likely to buy.
Choose as many as you like

A
Yes

B
No

C
Partially
OK

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...upsell probability prediction?
For example: Have alerts to inform your team that a person is likely to buy more.
Choose as many as you like

A
Yes

B
No

C
Partially
OK

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...churn probability prediction?
For example: Have alerts to inform your team that a person is likely to churn.
Choose as many as you like

A
Yes

B
No

C
Partially
OK

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We’re almost done! Do you have...

Continue

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...AI-enhanced Customer Support capabilities?
For example: Using tools like IBM Watson for sentiment analysis to prioritize angry customers.
Choose as many as you like

A
Yes

B
No
OK

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...preemptive issue detection and resolution?
For example: Have mechanisms to detect potential bugs and resolve them before customers reach out.
Choose as many as you like

A
Yes

B
No
OK

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...chat console integration?
For example: Using tools like Slack or HipChat to orchestrate a refund approval process.
Choose as many as you like

A
Yes

B
No
OK

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In an ideal world, what manual processes do you wish was automated today?

In your customer support process that is..

OK

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To receive your full customized report, tell us a little more about yourself.

You'll get your score in the next page.

And don’t worry - we’ll never share or sell your information.

Continue

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Full Name

OK

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Work Email

OK

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Company Name

OK

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Your Customer Support Automation Score is

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With some TLC, your CS team will be on the mend in no time! A more detailed report is waiting in your inbox.

This Automation Grader is brought to you by Workato, the leader in modern, intelligent integration and automation.

Tweet Your Score

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Your Customer Support Automation Score is

{{var_score}}

Your CS team could be healthier. We’ve got just the right prescription! A more detailed report is waiting in your inbox.

This Automation grader is brought to you by Workato, the leading intelligent automation and integration platform.

Tweet Your Score

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Your Customer Support Automation Score is

{{var_score}}

Woohoo! Your CS team is pretty healthy! A more detailed report is waiting in your inbox.

This Automation Grader is brought to you by Workato, the leading intelligent automation and integration platform.

Tweet Your Score

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Your Customer Support Automation Score is

{{var_score}}

Way to go! Your team is in great shape! A more detailed report is waiting in your inbox.

This Automation Grader is brought to you by Workato, the leading intelligent automation and integration platform.

Tweet Your Score

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