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Easy CS
Simplify Customer Success Management inside Salesforce
Overview
Simplify Customer Success operations in Salesforce with Easy CS — manage plans, engagements, tasks, and customer feedback in one place.
100% native on Salesforce – no external integration required Lightweight structure to manage Customer Success Plans Simple interface for Engagements and Task tracking Capture and organize Voice of the Customer feedback
Easy CS is a lightweight and intuitive app built natively on Salesforce to help small businesses and Customer Success teams manage their relationships with customers more efficiently. With Easy CS, you can: Organize your Customer Success Plans in one place Track Engagements and their related Tasks Collect and monitor Voice of the Customer feedback Visualize metrics and activities through pre-built reports Whether you're delivering onboarding, technical support, QBRs or proactive check-ins, Easy CS helps you structure your Customer Success workflows without the need for complex tools or integrations. Ideal for SMBs, consultants, and anyone who wants to manage CS processes natively in Salesforce.
Categories
- Business Needs
- SalesCustomer Service
- Personas
- Business Operations ManagerBusiness UserSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyManaged PackageLightning App BuilderSalesforce Mobile