Strikedeck

What do you like best?

Strikedeck is a fantastic platform to guide CSMs to support their customers better. The visualizations help assemble important information in meaningful ways. The playbook and workflow recipe automation assure actions are taken when necessary. All of the details a CSM may require about each customer in their portfolio are at their fingertips. Integrations into Salesforce, Zendesk, JIRA, and MS Office streamline all CSM activities into one platform- Strikedeck. Flexible automated health scoring allows the CSM team to understand if a potential churn indicator has occurred immediately. With automation, the CSM will understand the necessary steps required to notify and potentially remedy the situation. Over the years, the ability to perform more administrative tasks to configure and support Strikedeck via the UI has been welcome. Reporting, ability to automatically share notes and create tasks, Outlook integration for tracking email and meeting invitations... Strikedeck is an outstanding platform.

What do you dislike?

We tend to push the envelope regarding health scoring automation, but Strikedeck has always been willing to work with us to support our algorithms.

Recommendations to others considering the product:

Identify key areas of automation and build your playbooks and workflow recipes before implementing them in Strikedeck. Integrate with Salesforce first.

What problems are you solving with the product? What benefits have you realized?

One of the biggest solutions has been to centralize all customer-related data into one CRM for our CSM teams- Strikedeck. We capture all necessary details on each customer, including contractual elements (including renewal dates), industry, health, NPS and CSAT, and even automated sentiment data. We now have visibility into our customers health as well as details such as sentiment data and NPS/CSAT down to the individual contact level.