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.