customer success

More customers retained at lower costs

by ensuring customers  solve their problems

For software brands with solution partners

Win and retain more customers by solving their implementation needs

Customers get services from your certified partners 2X faster and cheaper

Deliver gains across the business
Sales
Marketing
Partnerships
Customer Success
Product

When customers ask, "How much and how long will it take to implement your product?" give them a good answer

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Generate and nurture qualified leads in a cookie-less world

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Get more referrals from a large, loyal, high-quality partners that can absorb demand spikes

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Get customers the hands-on help they need, fast, and lower support costs

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Maximize user adoption when customers receive implementation services

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operate better

Finish client projects in half the time

No more manual quotes, contracts, payments, project scheduling or client project updates

AUTOMATE 'NUMBERS' WORK
No more manual quoting, contracting, invoicing, or payment reminders
Expertly handles all scoping and payments work, even friendly client reminders
LET CLIENTS SCHEDULE JOBS FOR YOU
No more resource planning and back and forth calendar coordinating
Expertly's proprietary scheduling algorithm ensures all the right members of your team are booked to client jobs--even large, multi-month projects
CLIENTS KEPT INFORMED
No more manual client project updates  
Expertly can automatically notify your clients when project milestones are completed and payments are due

Storefront™

Set it and forget it! 
Expertly plugs into your existing project management apps and processes
Your Delivery team never even needs to log into Expertly to receive and manage orders

CUSTOMER success

You know the value of expert implementation help

Get customers the hands-on help they need setting up your product without increasing your support costs

Deliver gains across the business
Sales
Marketing
Partnerships
Customer Success
Product

When customers ask, "How much and how long will it take to implement your product?" give them a good answer

service-image-4

Generate and nurture qualified leads in a cookie-less world

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Get more referrals from a large, loyal, high-quality partners that can absorb demand spikes

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Maximize user adoption when customers receive implementation services

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Your metrics soar

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CUSTOMER HEALTH

Product engagement is higher

+20-50%
higher feature adoption 1, 2, 3, 4
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CUSTOMER LIFETIME VALUE

Customers ramp up faster and invest more into it

20–40%
faster Time-to-Value (TTV) 1, 2
15–20%
in upsells within 12–18 months 2
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RETENTION

Customers realize the value of your product and don't churn

20-30%
lower churn

Boost your bottomline

Lower customer support costs 

  • Lower Ticket Volume

  • Lower Ticket Length

CUSTOMERS HANDLE  SCHEDULING
Grow in new markets
Expertly supports 106 currencies, all 24 time zones, and multiple languages for your global customers and partners

Features

Services Catalog
Pre-packaged services products customers can get in secionds
Flexible Service Scheduling
Choose earliest or cheapest completion date, or specific date
Multi-Factor Matching Algorithm
After quantifying provider availability, the scheduling algorithm considers partner language compatibility, time zone proximity, and industry expertise
CRM Integrations
Sync customer marketplace activity to their CRM record
Marketplace Credits
Promo codes customers can use to pay for services

Want to learn more?

Book a demo