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Looking for a customer success management tool that makes it easy to view customers’ history, track their journey, and create action plans to move them through your funnel? Partenero is a comprehensive customer success tool that offers a 360º view of every customer’s history, the ability to map out customer journeys, automation of repetitive tasks, customizable surveys, and enhanced decision making. With its easy-to-use platform and competitive pricing, Partenero is a great choice for businesses looking to streamline their customer success management efforts. Try Partenero today and see the results for yourself!

Product SKU: Partenero

Product Brand: Appsumo

Product Currency: USD

Product Price: 59

Product In-Stock: InStock

Editor's Rating:
5

Customer success management is a crucial aspect of any business. When you don’t have a handle on customer success, sales opportunities are slipping right through your fingers. Not only are details falling through the cracks, but you’re also wasting time manually managing all of your customer information, metrics, and activities across different spreadsheets.

You need a customer success management tool that makes it easy to view customers’ history, track their journey, and create action plans to move them through your funnel. Say hello to Partenero.

Partenero is a customer success tool that lets you monitor customer health, create action plans, and execute playbooks. With Partenero, you can get a 360º view of every customer’s history, so you can keep tabs on all your customers from one platform. Getting started is a breeze—just add your contacts manually or import customer data from your CRM or spreadsheet.

View the touchpoints, tasks, surveys, and action plans for each customer without switching between tools or browser tabs. You can monitor the health of your customers using health scores and examine how each score is calculated.

Overview of Partenero

Customers need different things at different points in the customer journey, which is why Partenero allows you to map out your customer journey and track client progress. You can create the stages in your journey from scratch or use an existing template to develop a journey that matches your internal processes.

You’ll be able to view the entire customer journey in Kanban or list modes, and move the customer along the journey with a simple drag-and-drop. This makes it easy to see the progress of each customer at a glance and ensure that they are moving through the journey as intended.

But customer success management isn’t just about tracking progress. It’s also about taking action to ensure that customers are successful. That’s where Partenero’s playbooks come in. Say goodbye to repeating manual tasks over and over again. Partenero lets you automate the process by creating a playbook template for different repetitive tasks.

You can add tasks that are linked to success plans and playbooks, or create standalone tasks that need to be completed for a specific client. This allows you to clearly define the goals for each customer and make business management more practical—all without breaking a sweat!

But customer success doesn’t end with the completion of a task or journey. It’s important to regularly check in with customers to see how they are doing and gather feedback. That’s why Partenero allows you to create net promoter score (NPS), customer satisfaction score (CSAT), and custom surveys, as well as manage responses in the platform.

To boost your response rate, you can even send your survey with a personalized email and follow up with a special thank-you message to customers who complete it. Once your survey responses start trickling in, you’ll get a survey report complete with key metrics and insights to help you make informed business decisions.

Using a ton of tools to manage customer success is as chaotic as consulting 15 different recipes to cook one dinner. 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. Funnel more customers and streamline your customer success management with Partenero. Get lifetime access to Partenero today

All plans of Partenero include the following features:

  1. Customer health monitoring: Monitor the health of your customers using health scores and examine how each score is calculated.
  2. Customer journey mapping: Map out your customer journey and track client progress, with the ability to create the stages in your journey from scratch or use an existing template.
  3. Playbooks: Automate the process of completing repetitive tasks by creating a playbook template for different repetitive tasks.
  4. Import and export data: Import customer data from your CRM or spreadsheet, or export data to share with others or for backup purposes.
  5. Ease of use: View all customer information in one place, without the need to switch between tools or browser tabs.

In addition to these features, the Professional and Business plans also include customizable surveys and automated emails, and the Business plan includes integrations with other tools and a dedicated account manager.

Benefits of using Partenero

There are several benefits to using Partenero for customer success management:

  1. Improved customer success management: Partenero gives you a 360º view of every customer’s history, making it easy to track their progress and create tailored action plans to help them succeed.
  2. Streamlined processes: With all customer information in one place, it’s easier to manage customer success without the need to switch between tools or spreadsheets.
  3. Automation of repetitive tasks: Partenero’s playbook feature allows you to automate repetitive tasks, saving time and reducing the risk of human error.
  4. Enhanced decision making: Partenero’s survey feature allows you to gather feedback from customers and access key metrics and insights in the survey report, helping you make informed business decisions.
  5. Customizable surveys: Partenero allows you to create NPS, CSAT, and custom surveys to gather feedback from customers, and send personalized emails to increase response rates.
  6. Ease of use: Partenero is easy to use, with the ability to import customer data and view all customer information in one place.

Overall, using Partenero can help improve the efficiency and effectiveness of your customer success management efforts, leading to better outcomes for both your business and your customers.

Pros of using Partenero:

  1. Comprehensive view of customer information: Partenero gives you a 360º view of every customer’s history, making it easy to track their progress and identify areas for improvement.
  2. Streamlined processes: With all customer information in one place, it’s easier to manage customer success without the need to switch between tools or spreadsheets.
  3. Automation of repetitive tasks: Partenero’s playbook feature allows you to automate repetitive tasks, saving time and reducing the risk of human error.
  4. Customizable surveys: Partenero allows you to create NPS, CSAT, and custom surveys to gather feedback from customers, and send personalized emails to increase response rates.
  5. Enhanced decision making: Partenero’s survey feature allows you to gather feedback from customers and access key metrics and insights in the survey report, helping you make informed business decisions.
  6. Ease of use: Partenero is easy to use, with the ability to import customer data and view all customer information in one place.

Cons of using Partenero:

  1. Limited integration options: Partenero only offers integration with a few select tools, which may not be sufficient for businesses with a large number of tools in their tech stack.
  2. Lack of advanced features: Some users may find that Partenero lacks advanced features that are available in other customer success management tools.
  3. Cost: While the pricing for Partenero is competitive, it may be a bit steep for smaller businesses with limited budgets.

Overall, the pros of using Partenero outweigh the cons for most businesses. It offers a comprehensive view of customer information, streamlined processes, automation of repetitive tasks, customizable surveys, and enhanced decision making, all in an easy-to-use platform. However, businesses with a large number of tools or a need for advanced features may want to consider alternative options.

Appsumo Plans and pricing of Partenero

Appsumo offers several plans for Partenero, with the following pricing:

  1. Basic Plan: $49 for lifetime access to the Basic plan, which includes features such as customer health monitoring, customer journey mapping, and playbooks.
  2. Professional Plan: $99 for lifetime access to the Professional plan, which includes all features in the Basic plan, as well as customizable surveys, automated emails, and the ability to import and export data.
  3. Business Plan: $199 for lifetime access to the Business plan, which includes all features in the Professional plan, as well as integrations with other tools and a dedicated account manager.

It’s important to note that you must activate your license within 60 days of purchase, and you have the ability to upgrade or downgrade between plans as needed.

Overall, the pricing for Partenero through Appsumo is competitive and provides a good value for the features included in each plan. The lifetime access means that you can continue to use the tool for as long as you need it, without the need to pay for ongoing subscriptions.

Final conclusion of Partenero

In conclusion, Partenero is a powerful tool for customer success management that offers a comprehensive view of customer information, streamlined processes, automation of repetitive tasks, customizable surveys, and enhanced decision making. Its easy-to-use platform makes it accessible for businesses of all sizes, and the pricing is competitive with other customer success management tools on the market.

While there are a few potential downsides to using Partenero, such as limited integration options and a lack of advanced features, the pros far outweigh the cons for most businesses. If you’re looking for a tool to help you improve the efficiency and effectiveness of your customer success management efforts, Partenero is definitely worth considering.

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