ProfitSolv Customer Success
Internal tooling for the CS team — call coaching, support analysis, customer satisfaction, and onboarding visibility in one place.
AI-powered call scoring across 7 coaching criteria. Weekly rep trends, per-call criterion chips, manual score edits, and a full changelog.
Open →Analyzes inbound Zoom support calls for CS transfer patterns and coaching opportunities. Scores rep-involved transfers against the same 7 criteria.
Open ↗Net Promoter Score trends, response rates, and customer sentiment across the portfolio. Segment by rep, product, and time period.
Open ↗LPQ scorecard for Payments SDR discovery calls. 13 criteria across pain discovery, approval path, urgency, rep technique, and booking quality. Per-rep trends and AI coaching notes.
Open →Track calls, emails, and total meeting time for onboarding reps. Weekly and monthly breakdowns with date range selectors and Gong + Salesforce data.
Open →Track churned and active customers, ARR/MRR trends, churn reasons, and product-line breakdowns. Filter by year, month, or date range.
Open →Search any customer by name or Salesforce ID to pull Gong calls with transcripts, Salesforce cases, and SimpleSat NPS/CSAT responses. Export as JSON or Markdown for Claude Desktop analysis.
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