The B2B Customer Success Agent
Agents that predict, prioritise and execute as instructed by your team
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We believe that post sales employees (Account managers and Customer Success Managers) are at their best when building relationships with customers and using technology to explore new ways to make them successful. We are helping customers do this today, with the team and tech stack they already have.
Customer Teams don't have resource to follow up on every opportunity or risk, even for larger, more valuable accounts.
Data is stored in numerous systems making it difficult and time consuming to access, consolidate and analyse.
No systems exist today that are flexible enough to adapt to the wide array of nuanced tasks that post sales teams have to execute. This means often core tasks are extremley manual.
Customer Teams spend their time working in so many different systems and platforms like CSPs have become yet another tool that requires their attention.
It's often difficult to understand the scale of an issue across all customers and gathering and presenting this data can be extremely challenging. But without it, the costs are far greater.
It's often difficult to understand the scale of an issue across all customers and gathering and presenting this data can be extremely challenging. But without it, the costs are far greater.
Delegate seamlessly integrates with your GTM stack and replicates manual tasks on behalf of your team, through any system they prefer. Unrivalled, flexible account prioritisation combined with rapid, one-click execution.
Customer Teams rely on data residing in systems across the organization. So Delegate enables you to connect them in seconds...