Customer success

Beta

After they buy, keep them coming back.

Getting a new customer is the hard part. Losing one is easy, and it happens quietly, months later. This part of Oleon helps you notice an unhappy customer before they leave.

In beta. Not every part described here is switched on yet, so read it as what it will do.

After the sale

It reminds you before you forget.
The small things that keep a customer.

A welcome plan starts on its own.

When you close a sale, your usual welcome plan starts for that customer. Every step has a person and a date. Changing your usual plan later does not change the ones already running.

A low rating becomes a to-do.

It goes on someone’s list to follow up. Each survey has a limit, so nobody is asked again and again.

Reminders before a renewal is due.

You choose when to be reminded. Each reminder comes once. Change the renewal date and the reminders change too.

Is this customer happy?

A simple score for each customer.
And you see why.

Every reason sits next to the score, and you decide the rules. If something is missing, it says “Unknown”, not zero. A quiet customer has not left you.


Tech specs

What this one holds.

  • Track customer problems
  • Reply and fix-by times
  • Counts only your working hours
  • The promise saved with each problem
  • Private notes customers never see
  • Welcome checklists for new customers
  • Starts by itself when you win a sale
  • Steps with a person and proof
  • A happy-customer score, with reasons
  • Unhappy customers, with someone on it
  • Short surveys
  • Nobody asked too often
  • Renewal reminders
  • Who stayed, bought more or left

Questions

Before you ask.

The ones we hear most about Customer success. If yours is not here, the answer is a message away.

How is a problem different from a chat?

A chat is what was said. A problem is something you need to fix, with a clock running. One problem can come up across several chats.

Can Oleon staff see our customers' problems?

No. These are your customers, in your account. Only your own team can open them.

Will it predict who is about to leave?

Not at first. It starts with simple rules you can see and change. It will only try to predict once we know the rules work.


It starts with one conversation.

Bring the apps your customers already message you on into one place, and see what the rest of your week looks like.

Not ready to sign up? Join the waitlist and we will come to you.