Delegate

Maximise Revenue from your Unmanaged Customers

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Description

Delegate is an AI-driven solution designed for B2B Customer Success (CS) and Account Management (AM) teams to enhance revenue generation from their unmanaged, SMB, long-tail, and scale customer segments. The platform utilizes intelligent AI agents that predict customer needs, prioritize accounts for engagement, and execute instructed tasks, thereby helping teams overcome the challenge of limited resources when dealing with a large volume of customers.

By seamlessly integrating with existing Go-To-Market (GTM) stacks within seconds, Delegate automates and replicates manual tasks across various systems preferred by the team. This functionality combines flexible account prioritization with rapid, one-click execution, enabling CS and AM professionals to efficiently manage thousands of accounts, a scale where traditional CRMs and Customer Success Platforms often fall short.

Key Features

AI-Powered Prediction & Prioritization: Agents predict customer needs and prioritize accounts.
Automated Task Execution: AI agents execute tasks as instructed by CS & AM teams.
Seamless GTM Stack Integration: Connects to your GTM stack in seconds.
Manual Task Replication: Replicates manual tasks across various systems on behalf of your team.
Flexible Account Prioritisation: Offers highly adaptable account prioritization.
Rapid One-Click Execution: Enables quick execution of prioritized actions.

Use Cases

Maximizing revenue from unmanaged customer accounts.
Scaling customer success for SMB customer segments.
Efficiently managing and engaging long-tail customers.
Automating follow-up and engagement for scale customers.
Improving prioritization of accounts for CS and AM teams.
Overcoming resource limitations in managing large customer bases.

Frequently Asked Questions

Why do CS & AM teams struggle to effectively manage unmanaged or long-tail customer accounts?

Teams often lack sufficient resources to proactively follow up on thousands of unmanaged and long-tail customer accounts, leading to a reactive approach instead.

What makes it difficult for CS & AM teams to prioritize customer accounts?

Customer data is typically stored in various platforms and is constantly evolving. This makes prioritizing accounts a slow process, one that often lacks detail or becomes overly reliant on other teams like RevOps.

How does a lack of automation impact CS & AM representatives?

An Account Manager or Customer Success Representative often has to use numerous systems to perform their tasks. Executing these tasks manually across hundreds or thousands of accounts quickly becomes infeasible.

Are traditional CRMs and CSPs suitable for managing a large volume of long-tail customers?

No, traditional CRMs and Customer Success Platforms (CSPs) are primarily designed to support human-driven workflows and do not effectively scale for representatives managing thousands of customers.

Why is it challenging to get full visibility into the performance of unmanaged and SMB accounts?

While tracking Net Revenue Retention (NRR) for unmanaged and SMB accounts might be straightforward, identifying and analyzing the underlying causes of revenue and service fluctuations is a much more significant task.