CS Platform Evaluation Tool 2019-11-13T13:46:00-05:00

Are you vetting Customer Success Platforms?

Investing in a Customer Success platform is no small matter. If you’ve gotten to the point where you are evaluating platforms, here’s a valuable resource to use in the process.

This customizable, interactive evaluation tool allows you to compare up to 5 platforms.

  • Pre-populated with capabilities that we know business value
  • Add and delete capabilities that are most important to you¬†
  • Ascribe weighted values to each capability/functionality¬†
  • Use a simple rubric to assign a score to each capability as you watch demos and vet platforms
  • Use the overall and individual scores to compare and contrast platforms for their suitability to your organization¬†

If you’d like to find out more about Bolstra’s agile Customer Success Management, request a demo today.