Customer Success Software that Reduces Churn and Doubles LTV

Create no-code workflows to delight your customers at every step of their journey.

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Process Street has allowed us to become very innovative and agile, not only across teams but across the globe. This facilitation of collaboration and alignment has been a huge win for us and our customers at Salesforce. 

Alex Hauer | Senior Success Consultant at Salesforce

New York, United States

This is how to succeed with Process Street's customer success workflow software:

TEMPLATES

Standardize your approach to customer success

Build customer success templates for your team to follow so they can handle issues and opportunities in the best possible way. Give your team confidence, your customers a great experience, and yourself peace of mind.

INTEGRATIONS

Lighten your customer success workload

Eradicate manual tasks and connect your templates to the platforms you use on a daily basis. Pull customer information into your checklists and send data back out into your other platforms.

DASHBOARD

Predict customer success & identify red flags

With one quick glance at your Checklist Dashboard, you’ll get an overview of your customers in real-time. Sort issues before they become problems, identify opportunities before they get missed, and stay ahead of the curve.  

CONDITIONAL LOGIC

Handle multiple customers with one process

Simplify your processes by using conditional logic when building your templates. Your team will be able to handle multiple customer cases, scenarios, and opportunities from one template. 

FORMS

Capture & store customer success information 

Build a 360-degree profile of your customers by using form fields to collect and store key information. Add comments, tag team members, and keep a record of all conversations and outcomes in one single place.

APPROVALS

Make the best decisions for your customers

Use Approvals to make sure all customer success documents and decisions are run by you. Make decisions on the move. Reject, approve, and provide feedback from wherever you are with one quick click.

COLLABORATION

Build a strong customer success team

Create a strong customer success team by building processes, sharing them, and assigning key roles and responsibilities. Build transparency, promote collaboration, and achieve success with your customers - together.

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Cut churn and increase LTV with a free Process Street account

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No need to use a different tool for each process your team runs...

Use Process Street to manage all of your
Customer Success processes in one place!

Try our pre-made Customer Success templates & get started instantly!

Access our template library and browse through our tried & tested, free, pre-made templates - all made to help you retain your customers for life.

High Touch Customer Onboarding for SaaS Companies

Customer onboarding is incredibly important for all technology companies. This template lays the groundwork for a hyper-optimized onboarding experience for your customers. Integrated directly into your Salesforce or Hubspot, this process not only makes the experience magical for your customers, but also for your CSM team too.

Upselling Process for SaaS Companies

Upselling customers is one of the most valuable approaches a company can take to increase both revenue and customer satisfaction. Run this checklist when your customer success team wants to upgrade an existing customer to a premium tier pricing plan. To save time and effort, connect this process to your CRM and automatically pass the results into your existing system. 

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Got questions? Speak to our world-class team for a demo

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Our world-class team of process and automation specialists will guide you to the perfect solution for your team. From simple conditions to complex, multi-system, and multi-departmental workflows, we will make sure your customer operations are streamlined end-to-end.

Our business systems and technology blog has over 100,000 subscribers

Check out some of the top posts below...

Learn how our CS team uses Process Street to streamline their customer operations. Follow along as Blake walks you through our onboarding, QBR, and weekly customer health check processes.

In this article, we take a deep dive into one of our customer's Process Street accounts - Salesforce. Specifically, we look at how we help their 200+ person customer success team onboard enterprise clients.

Join us as we chat with our long-term customer Wodify - the leading Gym and Crossfit SaaS platform, to see how they use Process Street to onboard new employees and manage customer success.

Case Studies

These companies have all grown by saving time, effort, and money with Process Street. Find out how they did it! 

Take a Quick Video Tour

Take a look at a few of our videos to get a quick understanding of what Process Street can do for your business.

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Quick Product Demo

To see how easy it is to use Process Street to build customer success processes, watch this demo video.

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Salesforce & Process Street

In this video, Salesforce walks you through their Process Street config and how they use us for Customer Success.

Templates vs Checklists

Learn how to document your customer success processes in templates and run checklists from these templates.  

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 JOIN OVER 3,000+ PROCESS STREET CUSTOMERS INCLUDING...

Cut churn and increase LTV with a free Process Street account

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