Customer Success for Professional Services

The Command Center To Transform Your PS Business

The Command Center To Transform Professional Services
Coordinated Engagement Across Customer Lifecycle
Customer Lifecycle
For All Stakeholders

Partner | Sponsor


Practice Head | Program Lead


Purchasing | Operations

Accelerate Revenue | Increase Renewals | Improve Retention
Increase in up-sell
for companies who
improve customer
engagement 1


Incremental spend
from customers who
have the best
customer experience 2


Retention of
well engaged
B2B customers
increases 3


Platform Built Ground Up To Transform Professional Services
Ensuring Customer Success
  • Accurate, Automated & Real-time on insights in program status
  • Clarity & Alignment of dependencies and responsibilities
  • Insightful Risk Analysis and success prediction
Achieving Delivery Transparency
  • Accurate view of end-to-end project delivery view
  • Risk Assessment
  • Productivity & Resource Performance
Assuring Communication Clarity
  • Clear definition of success at all levels of the organization - Sponsors, Influencers and Contributors
  • Predictable communication
  • Succinct & Holistic communication on all aspects of the engagement
Enabling Business Predictability
  • Convert Delivery Success to Commercial Success
  • Leverage your project delivery teams as a lead generation channel
  • Ensure Predictable Booking & Revenue
Managing Scale & Productivity
  • Align Employee Goals with Company Goals
  • Deliver Consistent Messaging and Marketing to nurture and convert leads
  • Offer Insightful & Real-time Coaching
Amplfying Financial Impact
  • Connect Customer Success to Deliver Success and Financial Success
  • Deliver Industry leading financial performance
  • Generate Higher Revenue Per Customer with better margins
Bridge Client Team & Customer Needs

PS Business Needs

  • Easily communicate project updates and status
  • Get easy access to resources, projects & financials from current systems
  • Have immediate visibility into escalations
  • Drive new deals & deliver new proposals

OpSuccess Customer Success
Platform for PS

Customer Needs

  • Get unified view across projects and service initiatives
  • Have Immediate access to vendor updates, status, and escalations
  • Single source of truth across projects and engagement
  • Instant communication with extended Vendor Team
Exceed Customer Success Expectations for Professional Services
  • Manage escalations, communicate dependencies & execution risks
  • Track financials with real-time monitors and get alerts on budget slippages
  • Have immediate visibility into escalations
  • Optimize resource efficiency through qualitative & quantitative metrics
Professional Services
  • Enable 3600 Customer Management and link success goals to deliverables & opportunities
  • Create account growth plans and tie CRM opportunities with executable actions
  • Manage customer success lifecycle – from onboarding to growth
  • Offer actionable notes & tasks on-the-fly throughout customer lifecycle


Shift from day-to-day tactical
operational challenges &
resolutions to strategic growth
and business expansion


Run business operations on
single iPad portal improving
productivity, reducing costs
and improving quality


Significantly increase
transparency, improve
quality and amplify customer
About OpSuccess

The OpSuccess Platform has been created by a team with rich DNA in Enterprise Applications and deep experience in Professional Services. The objective is to help small and medium scale professional services organizations (10 - 5000 employees) in the High Tech Industry Vertical truly delight their customers, accelerate sales and transform their business.

We have brought together decades of experience and best practises in the hi-tech services business, and packaged it as a Cloud offering so that smaller and fast-growing services organizations can truly accelerate growth.

We are based out of Sunnyvale CA, Austin TX, Bangalore & Mumbai, India.