Adopt

How to Use Adopt for Customer Success

This guide explains how the Adopt module supports Customer Success teams in driving customer engagement and retention. It highlights workflows, key features, and best practices for leveraging data-driven insights to proactively manage accounts and reduce churn.

Acquire > Adopt: Owners

This section outlines the transition of ownership from sales (Acquire) to Customer Success (Adopt), detailing how teams collaborate to ensure seamless customer handoffs, clear responsibilities, and continued customer satisfaction throughout the lifecycle.

Adopt Dashboard

The Adopt Dashboard provides a comprehensive view of customer health metrics, engagement scores, and account statuses. It enables Customer Success managers to monitor account performance, identify risks, and focus efforts on high-priority customers.

Adopt Financial Section

This section offers detailed financial analytics related to customer accounts, including Annual Recurring Revenue (ARR), renewal forecasts, and revenue impact. It helps teams align customer success strategies with financial goals.

Adopt Customer Filters

Customer Filters allow segmentation of customers based on health scores, usage patterns, or other criteria. This empowers teams to prioritize outreach and tailor engagement strategies to different customer groups effectively.

Adopt Customer Detail

Adopt Customer Detail delivers in-depth data on individual customer behavior, product usage, and interaction history. These insights facilitate personalized success plans and strengthen customer relationships.

Adopt Contact Activity

Contact Activity tracks all communications and touchpoints between Customer Success teams and customers. Maintaining detailed records ensures consistent follow-up and enhances relationship management.

Add Customer ARR$

This functionality supports the addition and tracking of Annual Recurring Revenue for customers within the Adopt module, providing an important metric for measuring account value and growth potential.