Customer management

Success starts here

Process Street is a game-changer for high-performing customer-facing teams, offering consistent service quality, hassle-free integration, and improved customer satisfaction.

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Trusted by more than 3000 companies

With Process Street, you're investing in a strategy to enhance
customer satisfaction while optimizing business operations!

Enhance customer experience with automation

Simplify the onboarding process using our Customer Service Automation, ensuring a smooth, hassle-free transition for all new customers.

Win hearts and minds consistently

Use our robust Customer Success Software to optimize retention strategies, fostering lasting relationships that drive growth.

Unify your toolkit

Seamlessly integrate Process Street with your preferred tools, meeting all your customer support automation needs.

Get real time insight at a glance

Gain valuable insights into customer operations through real-time reports and analytics, enabling swift and informed process iteration.

Automate routine focus elsewhere

Reclaim your precious time with Customer Support Automation. Automate mundane tasks and concentrate more on delivering exceptional experiences to your customers.

Deliver stellar service every time

Utilize our advanced automation features to eliminate variance in service delivery. Ensure every customer receives the same high standard of service each time they interact with your business.

Common use cases

Customer Onboarding

Establish standardized onboarding workflows that facilitate a faster time-to-implementation for new customers.

Problem

A disjointed and manual onboarding process often leaves new customers confused and dissatisfied, impacting their long-term relationship with the brand.

Process Street Solution

With Workflows, the customer onboarding process can be automated, creating a seamless, efficient experience that leaves new customers feeling valued and supported.

5-Step Process for Customer Onboarding with Process Street

Customer Onboarding Workflow Setup: Customer Success teams set up an onboarding workflow in Process Street, encompassing steps such as initial welcome, product training, account setup, and check-in calls. The workflow can be customized to fit specific customer needs.
Welcome and Account Setup: Once a new customer signs up, the Workflow triggers a series of automated tasks starting with a personalized welcome message and guides for account setup.
Product Training and Resource Sharing: After account setup, the Workflow schedules product training sessions and shares resources like user guides or FAQ documents to help new customers get acquainted with your product or service.
Check-In Calls and Feedback Collection: To ensure that the customer is progressing well, the Workflow schedules regular check-in calls and collects feedback at each stage of the onboarding process.
Transition to Regular Customer Support: Once the onboarding process is complete, you can use another integrated Workflow to smoothly transition the customer from the onboarding process to regular customer support and success services.

Benefits for Customers

Seamless Experience: The automation of the onboarding process ensures a smooth and efficient experience for new customers, leaving them feeling valued and supported.
Personalized Onboarding: Workflows allow for a tailored onboarding experience based on each customer's needs and preferences, enhancing customer satisfaction.
Timely Support: Automated scheduling of check-in calls and training sessions ensure new customers receive timely support, fostering trust and relationship building.
Efficient Resource Utilization: Automated sharing of resources empowers new customers to self-help and resolve any minor issues, reducing their dependency on customer support.
Smooth Transition: Seamless transition to regular customer support services after onboarding ensures continued support and success for the customer.

Support Management

Create workflows for customer support tickets that facilitate prompt responses, prioritization, SLA tracking, and handoff between different teams within customer success.

Problem

Managing customer tickets can be overwhelming, leading to missed issues and delayed responses, resulting in customer dissatisfaction.

Process Street Solution

Our Workflows feature streamlines ticket management, automatically sorting and assigning tickets and tracking their resolution, ensuring prompt and effective customer support.

Customer Check-Ins

Strengthen customer success through personalized engagement and continuous support.

Problem

Regular customer check-ins are crucial for maintaining satisfaction but can be easily overlooked due to other pressing tasks.

Process Street Solution

Workflows can automate the scheduling and tracking of regular customer check-ins, ensuring a high level of customer engagement and satisfaction.

5-Step Process for Customer Check-Ins with Process Street

Customer Check-In Workflow Setup: Customer Success teams establish a regular check-in workflow in Process Street. This workflow can include steps such as scheduling, preparation, the check-in call, follow-up, and tracking customer satisfaction.
Scheduling and Preparation: Based on the defined intervals (e.g., monthly, quarterly), the Workflow schedules check-in calls with customers. It also prepares a summary of the customer's history and any outstanding issues to be discussed during the call.
Check-In Call and Feedback Collection: Workflows sends reminders to the Customer Success teams before the check-in call and collects feedback from the customers during or after the call.
Action Plan and Follow-Up: Based on the feedback received, Workflows help to develop and implement an action plan. It also sends a follow-up message to the customers, summarizing the check-in call and outlining the next steps.
Tracking Customer Satisfaction: The Workflow continues to track customer satisfaction levels over time, offering valuable insights into the effectiveness of the check-in process and areas for improvement.

Benefits for Customers

Customer Engagement: Regular automated check-ins ensure a high level of customer engagement, making customers feel valued and heard.
Timely Issue Resolution: By having regular touchpoints with customers, any issues or concerns can be identified and addressed in a timely manner, preventing minor issues from becoming major problems.
Improved Customer Satisfaction: Regular check-ins provide an opportunity to consistently meet customer needs and improve customer satisfaction levels.
Personalized Service: Regular check-ins give customer success teams deeper insights into each customer's needs and preferences, enabling more personalized and effective service.
Efficiency: The automation of scheduling and tracking check-ins reduces manual effort and potential oversights, improving overall efficiency in customer success operations.

Customer Upselling/Cross-selling

Streamline the process of identifying new business opportunities and moving customers through the sales cycle by implementing workflows that track progress through each step of the process.

Problem

Manually identifying and acting on upsell or cross-sell opportunities can be a missed revenue opportunity due to a lack of personalization and timeliness.

Process Street Solution

With Workflows, the process of identifying and communicating upsell and cross-sell opportunities is automated, creating personalized and timely offers that enhance revenue opportunities.

5-Step Process for Upselling and Cross-Selling with Process Street

Upsell and Cross-Sell Workflow Setup: Sales teams set up an upsell and cross-sell workflow in Process Street. This workflow includes steps such as customer behavior analysis, opportunity identification, offer customization, communication, and follow-up.
Customer Behavior Analysis: The Workflow integrates with your customer relationship management (CRM) system to analyze customer behavior, usage patterns, and purchase history.
Opportunity Identification and Offer Customization: Based on this analysis, the Workflow identifies potential upsell and cross-sell opportunities and customizes offers that suit each customer's needs and preferences.
Communication and Offer Presentation: The Workflow automates the communication process, sending personalized and timely offers to the customers via their preferred communication channels.
Follow-Up and Conversion Tracking: Workflows also manage follow-ups with customers who've received the offers, tracking conversion rates, and providing valuable insights into the success of the upsell and cross-sell efforts.

Benefits for Customers

Personalization: The automation of upselling and cross-selling leads to more personalized offers based on each customer's behavior, enhancing the likelihood of conversion and customer satisfaction.
Timeliness: With Workflows, offers are communicated at the right time based on customer usage patterns, increasing their relevancy and potential acceptance.
Efficient Communication: Automated communication and follow-ups ensure customers receive timely and consistent communication, improving customer experience.
Value Enhancement: By presenting relevant upsell and cross-sell opportunities, customers can derive greater value from your product or service, fostering customer loyalty.
Insights and Improvement: The tracking of conversion rates provides insights into customer preferences and the effectiveness of the upsell and cross-sell strategies, enabling continuous improvement.

Customer Satisfaction Surveys

Utilize Forms to collect customer feedback and measure their satisfaction levels.

Problem

Collecting customer feedback and measuring their satisfaction levels can be a daunting task without a standardized and efficient process.

Process Street Solution

Our Forms feature allows you to conduct customer satisfaction surveys efficiently. The data collected through these forms provide valuable insights into customer preferences and areas of improvement, ultimately leading to increased customer satisfaction.

5 Step Process Using "Forms" in Process Street

Form Creation: Develop a customized survey by using Forms in Process Street. Choose from a variety of question formats such as multiple choice, or text boxes and craft your questions according to what kind of customer feedback you want to solicit.
Form Distribution: The Forms can then be shared with customers via email, social media platforms, or embedded on the company website. Customers can easily access and complete the form from any device.
Data Collection: As customers respond to the surveys, responses are automatically collected and saved in Process Street. Forms used with Data Sets simplifies data collection by consolidating all responses into one platform.
Data Analysis: The collected data can be readily analyzed within Process Street. Users can monitor trends, identify areas for improvement, and evaluate overall customer satisfaction based on the feedback received.
Insights and Action: Finally, the insights gained from the customer satisfaction surveys can be used to develop strategies for improving products, services, or customer experience. This keeps the company in tune with customer preferences and expectations.

Benefits for Customers

Improved products and services: With timely and diverse feedback, businesses can adapt their products or services according to customer preferences and needs, leading to improved offerings.
Better customer experience: By understanding what customers value the most, businesses can enhance the overall customer experience, leading to greater customer satisfaction.
Effective communication: Forms provide a channel for customers to voice their opinions, making them feel heard and valued, thereby strengthening the customer-company relationship.
Convenience: The digital, readily accessible nature of forms make them convenient for customers to fill out at their own speed.
Tailored offerings: Data collected and analyzed can be used to understand individual customer needs, allowing for more personalized product recommendations and offers. This increases the chances of repeat business and customer retention.

Popular templates

Client Onboarding

1. Select client package options
2. Send new client questionnaire
3. Email the contract for review and signing

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Churn Management

1. Ensure CS availability during peak times
2. Respond to negative reviews immediately
3. Review social media triage flow

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Client Relationship Manager Onboarding

1. Familiarize with company's CRM software

2. Train on resolving client issues and complaints

3. Discuss client feedback loop process

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SLA Management

1. Specify the objectives of the agreement
2. Confirm performance review protocols
3. Review current service requirements

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Quality Assurance Audit

1. Confirm customer verification procedure followed
2. Evaluate agent's problem-solving ability
3. Verify agent has followed all legal regulations

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Customer Service Training

1. Learn the company's mission
2. List key customer service qualities
3. Understand saved replies

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Security & privacy

We are dedicated to ensuring that we continually meet and exceed
compliance and regulatory standards for information security and data privacy.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

Healthcare information privacy

HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results