

Customer Success Score™
Defines and Quantifies Customer Success
Holistic measurement incorporating 6 dimensions of Customer Success
Helps CSM understand key factors that drive Success

Success Insights™
Data-driven Actionable Insights for CSMs & Account Managers
Includes underlying
business factors that are responsible for the Insight
Each Insight is mapped to a Success Play providing guidance to CSM on next steps

Success Plays™
Cross-Functional playbooks driving Success Outcomes
Success Plays capture Industry best practice responses for the actionable insight
Plays are triggered by Insights and take different paths based on underlying business factors
Success AI™

AI Knowledge Base of
Industry Expertise
AI model is trained using Industry Best Practices
Model continuously learns through feedback loop and adapts to company's
business culture

Customer Success Technology Platform

Our vision is to achieve Customer Success KPIs & Business Outcomes using Artificial Intelligence
We achieve this by creating industry specific success solution, building Artificial Intelligence based success offerings, leverage existing success technologies, and strategic partnerships with leading success platforms
We bring deep Industry Expertise, machine learning technology and a holistic 6-dimensional customer success methodology to build our Customer Success solutions.
WisdomTree.ai is headquartered at
Bellevue, WA in the greater Seattle region,
with offices at Bangalore, India
WisdomTree.ai is a provider of data-driven Customer Success Solutions & Services


FIT
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Successful customer journeys begin with acquisition of good-fit customers
CHURN
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Knowing what causes Churn and remediating the cause is an effective way to reduce Churn
GROWTH
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Growth is the definitive proof of Customer Success. Up-Selling and Cross-Selling are key Growth levers
ADVOCACY
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Advocacy is essential to drive viral growth and is a powerful measure of customer success
ADOPTION
-
Adoption is a necessary criteria for Customer Success but not a sufficient condition
VALUE
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Value is benefits derived by Customer, and a key measure of positively impacting their Business Outcomes

SuccessHive™ - Customer Success Framework

About WisdomTree.ai

Customer Success Industry Solutions
Customer Success for
Public Cloud Services companies managing End Customer Relationships
Public Cloud Services companies (IaaS/SaaS/PaaS/BPaaS) with subscription revenue models
KPI/Metrics, Success Insights and Digital Playbooks based on Six Dimensional model for
Customer Success
Self Service Analytic tools to diagnose
Adoption challenges within Accounts, identify Growth (Upsell & Cross Sell) opportunities, analyze Churn factors, track Value creation and nurture Advocates

Customer Success for
Corporate IT Organization managing
Business Stakeholder Relationships
Enable IT Organizations to manage Customer Success for internally
deployed Apps within the Enterprise
Track Adoption & Usage for internal IT Apps and correlate with NPS Survey ratings to determine overall
customer satisfaction
Track Business Value creation for internal IT Apps and compare with 3rd party SaaS solutions
IT budget linked to Adoption, Value Creation and Business User Satisfaction
Customer Success for
IT Services companies managing
End Customer Relationships
Consulting, Professional Services &
IT Services companies with
recurring revenue models
Data driven Account Planning & Account Reviews, and AI driven automation of key Account Management processes
Allows Client Partners & Account Managers manage a larger portfolio, and enables them to provide a high-touch experience for both strategic customers and tail account with reduced effort