Customer Success and Service Teams

Improve customer satisfaction with account-based insights and tailored engagement

Companies that trust Go Digital Science:


Customer Success and Support teams play a critical role driving customer satisfaction, loyalty, and expansion. The challenges are that few companies give their teams the right technology tools or access to the right content.


41% of sales leaders cite customer satisfaction as a top concern

23% of all leads come from existing customer referrals


82% of companies don’t leverage service reps for upsell

55% of content is built by sales and service teams


Research from Aberdeen Research, Accenture, CSO Insights, Forrester Research


Account-Based Views

  • Company Insight dashboards align sales, customer service, and support with a single view of customer by ensuring activities and customer engagement across all teams are automatically captured – and auto-logged to CRM.
  • Share detailed engagement analytics on each interaction from initial outreach through adoption across emails, online presentations, and in-person meetings.
  • Accounts can be transitioned with confidence with a full record of activity and engagement across the entire history of the customer relationship.

System of Engagement

  • Teams have access to a complete Sales Engagement Platform that puts content, integrated communications, and analytics at their fingertips.
  • My Go Digital Science becomes the command center to drive more meaningful interactions with customers.
  • Go Digital Science APIs can integrate seamlessly into your existing processes and workflows – whether it’s a custom CRM or Customer Success system.
  • Integration with Salesforce auto-logs activity and engagement data to the Case Object or custom fields in CRM.
Marketing Analysis Accounting Team Business Meeting Concept

Content Library

  • Teams have a single library for all the content they need – a single source of truth – to ensure collaboration and consistent messaging across the organization.
  • Content includes presentations, videos, rich media, email templates, PDF, and other file types.
  • Teams have full access to approved content whenever and wherever they are – in the office, on the road, and from any mobile device.
  • Product, Engineering and Services teams can collaborate to support the customer lifecycle.

Tailored Engagement

  • Users can switch on-the-fly between the content library, videos, high-quality screen share, and demos to support the varied needs of delivering customer on-boarding, training, and remote support.
  • Notifications and alerts provide real-time insight into customer engagement.
  • Know when and what the customer reviewed – using detailed slide-by-slide analytics to tailor follow-up training or support.