Journeyz
for Salesforce

Seamlessly integrate Journeyz with Salesforce to deliver personalized, dynamic customer journeys that drive retention and expansion.

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Redefine Salesforce for Customer Success with AI-Powered Personalization

Journeyz empowers account managers and customer success professionals to manage retention and expansion strategies from within Salesforce, offering a complete 360° view of each account. With Journeyz, identify evolving customer business objectives, correlate these with product usage, and deliver personalized call-to-actions – all without leaving Salesforce.

Key Benefits

Boost Salesforce Adoption

Increase engagement and productivity among account management and customer success teams.

360° Account Visibility

Achieve a comprehensive view of each account, eliminating blind spots in retention and expansion.

Multi-Threaded Strategic Account Management

Deliver tailored, multi-threaded experiences aligned with each persona's needs, directly from Salesforce.

Scale Account Management

Manage accounts at scale from Salesforce while maintaining full visibility into the entire book of business.

Key Benefits

Seamless Salesforce Integration

Syncs with Salesforce data and connects all customer communication channels for a unified experience.

Advanced Visualization

Leverage Tableau for powerful, in-depth data visualization.

Business Objectives Mapping

View each account’s evolving business objectives in Salesforce for deeper customer insight.

Expansions Alerts

Automatically creating expansion opportunities within Sales Cloud.

Product Usage Correlation

Automatically correlate account objectives with product usage, displayed on the Salesforce CS dashboard.

Customer Value Score

The ultimate customer health score for Salesforce customer success driven by customer value.

Personalized Call-to-Actions

Generate and trigger personalized actions from within Salesforce based on account insights.

Native Salesforce App

Available on AppExchange for easy integration and optimized functionality within Salesforce.

Ready to enhance your Salesofrce for customer success?

Schedule a demo today to see how Journeyz drives personalyzed and dynamic customer journeys that go beyond the traditional customer health scores on Salesforce.

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