What is Partenero?
- Partenero is a customer success management company.
- Partenero is a service aiming to help businesses collaborate and communicate better with their partners and ensure compliance.
- It provides a way to manage vendor relationships and enables users to better manage the information of vendors and partners, roles and responsibilities, contracts, Project SLAs, KPIs and more.
- Users can collaboratively share files, assign tasks and activities, discuss issues and track projects among themselves.
- Additionally, the user is benefitted by better controls for collaboration with vendors. Alerts and reminders for SLAs and ensuring SLA compliance are also key features of the tool.
- Project statistics are available in various formats, and key information is displayed firsthand on the dashboard.
- Project statuses, timelines, change requests, issues, escalations, notes and documents can be tracked collaboratively.
- The offerings of the tool include features such as change requests and issues tracking, budget, and billing tracking, SLAs and KPIs tracking and a dedicated success manager.
- The best Customer Success tool for entrepreneurs, freelancers, small businesses, and groups inside big organizations.
- That lets you monitor customer health, create action plans, and execute playbooks.
- Your contacts manually or import customer data from your CRM or spreadsheet.
- Tasks, surveys, and action plans for each customer without switching between tools.
- You can monitor the health of your customers using health scores and examine how each score is calculated.
- Get a 360º view of a customer’s information, including touchpoints, tasks, surveys, and action plans.
- Partenero allows you to map out your customer journey and track client progress.
- Create the stages in your journey from scratch or use an existing template to develop a journey that matches your internal processes.
- See the entire customer journey at a glance and drag-and-drop clients as they progress through each step.
- Partenero lets you automate the process by creating a playbook template for different repetitive tasks.
- You’ll be able to clearly define the goals for each customer and make business management more practical—all without breaking a sweat!
- Create a playbook template with repeatable actions based on each step of the customer journey.
- Best of all, you can create net promoter score (NPS), customer satisfaction score (CSAT), and custom surveys, as well as manage responses in Partenero.
- You can even send your survey with a personalized email and follow up with a special thank-you message to customers who complete it.
- Access a comprehensive survey report with key metrics and insights to support your business decisions.
- Luckily, Partenero lets you keep track of all of your customer data in one place, so you can create action plans to help users progress through the customer journey.
- View the history of touchpoints, tasks, surveys, and action plans associated with every customer and monitor their health
- Create action plans and configure a standardized execution of repetitive tasks based on your customer journeys
- Best for Entrepreneur-curious, SaaS and Small businesses
- Alternative to Gainsight, Totango, monday.com, Stackby, Notetracks Pro, ClickUp and Airtable
- Customizable and configurable surveys including NPS and CSAT
- Action plans
- Customizable journeys
- Customer portfolio
- Notes and tasks
- Data import and export
- 360-degree client journey in kanban and list views
- Client portfolio via CSM
- Success plans
- Configurable health score
- Integrative features: clients, playbooks, activities, notes, contacts, surveys
This deal priovides lifetime access to 1,000 customers/clients for $59only