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Customer Portal
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Success Criteria
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Education Tracking
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Risk Management
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Tasks and Deliverables
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Project Timelines
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Customer Portal
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Success Criteria
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Education Tracking
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Risk Management
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Tasks and Deliverables
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Project Timelines
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“Yellowfin has been using Ascendr for just a few months, and in that time, just by scratching the surface of Ascendr’s features, the platform has provided incredible value by keeping the team and customers organized through the sales process. This is saving us precious time and reducing risk in the pre and post sales cycle.”
John Burr
General Manager, Yellowfin BI
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“Ascendr has been instrumental in revolutionising our customer onboarding process at Tizo. Their tailored solutions have not only streamlined our operations but have also significantly increased customer adoption and retention. With Ascendr’s expertise, we’ve witnessed remarkable results”
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Jenna Larrett
Head of Customer Success, Tizo
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“Partnering with Ascendr has been a game-changer for us. Their custom CTAs have significantly boosted our customer engagement. We now have full visibility into our interactions with clients, making everything smoother and more transparent. It’s been fantastic for improving our customer relationships and efficiency.”.jpeg?width=332&height=332&name=1516305095950%20(1).jpeg)
Adrian Brady-Cesana
Chief Experience Officer, CXChronicles
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Gain Insights With Portfolio Overview
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Stop Customer Churn With Risk Management
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Control Team Delivery With Templated Guidance
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Reduce Customer Chasing With Customer Portal Access
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Increase Customer Satisfaction With Complete Transparency
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Control Information With Granular Permissions
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Improve Efficiency With Information In One Place
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Reduce The Need For Multiple Applications
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No Need To Train Your Team On Multiple Tools
Custom Templates
Ensure consistency and efficiency in delivery with reusable project templates.
Project Summaries
Keep everyone informed with clear and concise project overviews.
Customer Portal Access
Provide free, easy access for your customers to track their onboarding progress.
Success Criteria
Define and monitor key success metrics to ensure project goals are met.
Tasks and Deliverables
Break projects into manageable deliverables and tasks for streamlined execution.
Education Tracking
Monitor and manage customer training and education throughout the onboarding process.
Invoice Register
Maintain a register of sales invoices raised for clear financial oversight.
Timelines
Visualise project timelines with straightforward Gantt charts, enhancing planning and communication.
