Show value. Grow value.
Retain customers.
Management Agent delivers monthly, personalized artifacts that surprise and delight customers,
identify timely growth opportunities, and demonstrate measurable impact — turning each interaction into tangible success.
From transactional tasks to transformational partnerships
Without Account Management Agent
- Reactive, disorganized customer engagement leaves your team constantly playing catch-up.
- Generic monthly reports fail to demonstrate tangible value to your customers.
- Customers grow frustrated when your services fail to align with their core business objectives.
- Relationships remain flat and transactional, lacking any real strategic depth.
- Opportunities for upsells and new growth are consistently missed.
- Last-minute fire drills and customer silence signal an inevitable path to churn.
With Account Management Agent
- Proactive, strategic touchpoints are triggered automatically, ensuring timely communication.
- Visual, story-driven reports prove your impact and progress with undeniable clarity.
- Tangible results are shared monthly, aligned precisely with your customers’ top goals.
- The Agent delivers unique insights that surprise, delight, and drive customer advocacy.
- Interactions naturally evolve into strategic conversations where upsell moments are baked in.
- SMBs see continuous value, and renewals flow in without the usual last-minute scramble.
Drive results
for your
key priorities
Account managers
Conduct deeper, strategic conversations that elevate you from account handler to trusted advisor.
Sales teams
Confidently capitalize on identified opportunities. Strengthen client trust post-sale and increase lifetime value.
Customer success leads
Demonstrate continuous value proactively, elevating your role from support specialist to growth advisor.
SMB customers
They receive simple, visually compelling reports that tell the story of progress — with next steps to grow faster and smarter.
The system behind exceptional customer success
Real-time campaign monitoring
Tracks performance and highlights wins, gaps, and emerging growth signals
Tailored impact reporting
Auto-generates visually rich progress reports, customer insights, and competitor benchmarks with clear narratives and actionable data
Predictive opportunity detection
Analyzes behavioral and performance trends to surface timely upsell and renewal cues
On-call Q&A
Built-in companion to navigate customer reports, delivering clarity, instant insights, and quick answers
Dynamic customer profiles
Profiles continuously evolving with fresh signals, enabling precise, relevant engagement
Multi-channel output
Insights and action points across email, CRM, calls, and audio keep every interaction consistent and impactful
Seamless Salesforce integration
Enhances CRM workflows without disruption with plug-and-play performance
Robust security & scale
SOC 2–compliant infrastructure ensures secure, reliable delivery at enterprise scale
Integrated customer experience
Works in sync with Onboarding Agent for seamless journey from kickoff to long-term growth
Trusted by leaders. Proven in the field.
BuzzBoard turned customer success from intangible to measurable. Our customers clearly seevalue, and so do we.
~ Director of Sales, Digital Marketing Services,
TelecomCo
30% higher customer retention
Proactive, strategic engagement increases loyalty and reduces churn
25% increase in upsell revenue
Actionable insights directly drive new revenue opportunities
NPS significantly improved
Consistent demonstrated value builds advocacy and trust
BuzzBoard turned customer success from intangible to measurable. Our customers clearly see value, and so do we.
30%
Higher customer retention
Proactive, strategic engagement
increases loyalty and reduces churn
25%
Increase in upsell revenue
Actionable insights directly drive
new revenue opportunities
NPS
Significantly improved
Consistent demonstrated value
builds advocacy and trust