Your CSM-focused hub to streamline account management, enhance productivity, and boost customer retention.
Custify Sidekick for Customer Success Managers Extension
- CSM Rating: Understand the overall satisfaction and engagement level of your customer.
- Promoter Score: Gauge the likelihood of your customer recommending your product or service.
- Global Health Scores: See the overall health of your customer accounts.
- Lifecycle Stage: Identify where your customer is in their journey.
- Client Tags: Use tags to quickly categorize and identify customer segments.
- Metrics: Track customer success metrics such as the number of notes, open tasks, overdue tasks, last touchpoint, and last outgoing communication.
- Company Attributes: Access key company details and attributes to better understand their needs.
- Financial Data: Review essential financial metrics such as invoices or number of subscriptions, that impact your customer relationship.
Key Customer Success Use Cases
- Quick Access to Customer Data: When preparing for a meeting with a client, CSMs can instantly access detailed client information without leaving their current browser tab, This prepares them with relevant, up-to-date information.
- Email Integration: While composing an email to a client, CSMs can select the client’s email address to view insights like the customer’s Lifecycle Stage or Global Health directly within their email client. It allows them to tailor their communication to the client’s current situation and needs, making it more effective and personalized.
- Time-Saving Efficiency: When needing to quickly check multiple client accounts, CSMs can access all relevant customer data with one click, without switching between different applications or tabs. This saves time and reduces the load associated with managing multiple apps, allowing CSMs to focus on strategic tasks.
- Comprehensive Customer Overview: Before a strategic planning session, CSMs can understand a customer’s overall engagement and satisfaction levels through a comprehensive view of health scores, engagement metrics, financial data, and more. This holistic view enables them to make informed decisions and provide better support.
Benefits for Customer Success Teams
- Enhanced Productivity: Streamline your workflow by having all necessary customer data readily accessible within your browser. Spend less time searching for information and more time engaging with your customers.
- Increased Insight: Gain deeper insights into your customer’s profile and behavior. Use this information to craft more relevant and personalized communications, leading to stronger customer relationships.
- Improved Communication: By having customer data available directly in your email client, you can quickly adapt your messaging to address specific customer needs and concerns, resulting in more effective communication.
- Better Customer Understanding: With a complete view of your customer’s attributes, financial data, and satisfaction scores, you can better understand their journey and how to support them.
Source Manifest.json
How to download and manually install Custify Sidekick for Customer Success Managers extension for Chrome
Looking for a way to install Custify Sidekick for Customer Success Managers extensions for Chrome, you can search for them in the Chrome Web Store, clicking the "Add to Chrome" button, and following the straightforward process.
However, you may need to install Custify Sidekick for Customer Success Managers extensions manually, this article outlines two simple methods to effortlessly install Custify Sidekick for Customer Success Managers extensions, whether they come as unpacked folders in compressed formats like .zip or as .crx files.
Method 1: Download Custify Sidekick for Customer Success Managers extension and manually install through Drag &Drop
If you ever need to manually install a Custify Sidekick for Customer Success Managers extension for Chrome, don't worry, it's a simple process. Just follow these easy steps, and you will have your extension ready to use in no time.
Step 1: Download the Custify Sidekick for Customer Success Managers Extension by clicking the "Download CRX" button on the website.
Look for the Custify Sidekick for Customer Success Managers extension you wish to install. Go to the website and download the Custify Sidekick for Customer Success Managers extension package, which is usually a .CRX file and comes in a zipped file. Here ".crx" file is the format for Custify Sidekick for Customer Success Managers extension that contains all the data.
Step 2: Extract &Arrange Files
Once the file is downloaded, extract that file into its own folder. Similarly, give that extension files a permanent home. In other words, keep it in a folder that you don't accidentally delete it because these files will be needed to make that extension work.
Step 3: Go to the Chrome Extensions Page
Open Google Chrome and in the address bar, type chrome://extensions; it will open the Google Chrome extensions page. Make sure that "My extensions" is selected in the sidebar.
Step 4: Drag and Drop the Extension
Now, go to the folder where you extracted the Custify Sidekick for Customer Success Managers extension and drag &drop the extension file from there anywhere onto the extension page within Google Chrome.
Step 5: Complete the Installation
Once you drag and drop the extension file, follow the steps that Google Chrome takes you through. Similarly, if the extension file is of .crx file format, you will be required to review the permissions and then add the extension.
Now, you can manage that added extension as you would like to with any other Chrome extension that you added through Chrome Webstore. Its icon will also appear in the Google Chrome Menu on the right side of the address bar once you activate it.
Method 2: Download Custify Sidekick for Customer Success Managers extension for Chrome and install in Developer Mode
This is another method to install Custify Sidekick for Customer Success Managers extension manually, but the twist is that here, you install by enabling the developer mode option provided in Google Chrome. This mode is commonly used for testing extensions or running unpublished tools.
Step 1: Download the Custify Sidekick for Customer Success Managers extension file
Select and download the Custify Sidekick for Customer Success Managers extension by clicking the 'Download CRX' button on the website.
Step 2: Extract the downloaded contents
Convert the file to a ZIP file if it is in CRX format then extract the Custify Sidekick for Customer Success Managers extension zip file or folder that you downloaded. Make sure you extract it using the same folder name and keep it safely in another folder, so you don't delete it by mistake. The extracted folder will be needed to keep your Custify Sidekick for Customer Success Managers extension running.
Step 3: Open Chrome Extension Setting Page
In the address bar of Google Chrome, type chrome://extensions and open the Chrome Extension Page.
Step 4: Enable Developer Mode
After opening the Chrome Extension page, look at the top right side, and you will find the toggle option of "Developer mode."Simply enable that developer mode option.
Step 5: Load the Unpacked Extension
Once you enable the developer mode option, you will see the menu of Load Unpacked, Pack Extensions and Update. From that, select the option "Load unpacked."
Step 6: Select the Extension Folder
Once the pop-up opens upon clicking Load unpacked, select the Custify Sidekick for Customer Success Managers extension directory and click on the "Select Folder "button.
Step 7: Confirm and Install
After you select an extension folder of a Google Chrome extension you're installing manually, confirm its installation for the final time and let the installation complete.
Conclusion
Here we've made a step-by-step guide on How to manually install Custify Sidekick for Customer Success Managers extension in 2 ways. We hope this guide proves helpful.
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