Automate setup tasks with the right data from your CRM, easily add a personalized touch to key customer interactions, and streamline the handoff from Sales to CS.
Empower your customer success team with Relay
Save CSMs time, ensure consistent quality, and uplevel your team’s operations.
Onboard new customers faster
Close more renewals sooner
Kick off the renewal process at the right time with the right data. Create templated materials automatically–decks, emails, meeting invitations. Keep the process on track with assisted followups.
Run more efficient QBRs
Automatically create the right materials–decks, emails, meeting invitations–at the right time. Follow up quickly on action items. Run your playbook consistently, quarter after quarter.
See how customer onboarding is easier with Relay
Relay can help across the whole CS life cycle
Onboarding
Onboard new customers
Renewals
Renew customer contracts
QBRs
Plan and run QBRs
Expansions
Expand customer engagements
Pricing changes
Set up a process for handling pricing changes
Escalations
Set up a process for handling customer escalations
Usage issues
Set up a process for handling usage issues
Support issues
Set up a process for handling support tickets
Upsells
Upsell customer enagements
Integrated with your team’s tools
Learn more about how your CS team can use Relay
Our team can help you set up your first Customer Success playbook.