A Custom Workspace for Scaled CS & RevOps Teams
Built for enterprise teams who need deeper control, visibility, and flexibility.
Who It's For
Enterprise SaaS Companies
Managing complex product portfolios with multiple stakeholders
CS Operations
Scaling processes across large CS organizations
RevOps / CS Leaders
Driving visibility and accountability across teams
Cross-functional Teams
Connecting Support, Product, and Finance workflows
Ideal for teams managing 50+ CSMs/AMs or 500+ accounts
What Makes It Advanced
Enterprise-grade capabilities designed for complex customer success operations
Custom Views by Role, Region, or Segment
Admins can configure role-based views and filters for different teams and regions.
Integrates with Your Existing Stack
Connect with Salesforce, Snowflake, BI tools, and more for a unified data view.
Workflow Automations & Rules Engine
Trigger tasks and notifications based on custom rules and conditions.
Custom Data Models
Support multi-object mapping for complex organizational structures.
Executive Dashboards & Drilldowns
Custom KPIs with detailed drill-down capabilities for executive oversight.
Key Features Snapshot
Role-Based Access & Data Visibility
Control who sees what data based on roles and permissions.
Customizable Account Views
Create and save custom views for different teams and purposes.
Cross-Source Data Stitching
Combine data from CRM, BI tools, usage metrics, and support systems.
Bulk Edit & Governance Tools
Make changes across multiple accounts with full audit trails.
Smart Playbooks & Task Automation
Automate routine tasks based on triggers and conditions.
Admin Console for Configuration
Centralized management of settings, permissions, and logs.
Dedicated PS Support
Professional services assistance for implementation and optimization.
Enterprise SLA Options
Enhanced support and uptime guarantees for mission-critical operations.
Automated Sync & Refresh
Keep data current with scheduled or real-time synchronization.
Use Case Scenarios
How enterprise teams leverage Advanced Workbench to streamline operations
Regional CS Leaders with Their Own Dashboards
Regional leaders get customized views of their team's performance with region-specific KPIs and account health metrics.
Cross-Org Renewals & Expansion Management
Track renewal opportunities across departments with unified visibility into expansion potential and risk factors.
CS Ops Driving Account Health Playbooks
Automate health score calculations and trigger appropriate playbooks based on customer behavior and usage patterns.
Executives Tracking Performance Across Segments
Executive dashboards provide bird's-eye views of customer success metrics with drill-down capabilities by segment.
What Our Enterprise Customers Say
The Advanced Workbench has transformed how our global CS team operates. We now have consistent processes across regions while maintaining local flexibility.
VP of Customer Success
Enterprise SaaS Company
The custom data models and integration capabilities have eliminated our data silos. Our CS, Sales, and Product teams are finally working from the same source of truth.
Head of RevOps
B2B Technology Platform
The executive dashboards give me instant visibility into customer health across all segments. I can quickly identify trends and address issues before they escalate.
Chief Customer Officer
Global Enterprise Solution
Pricing & Engagement
Available only under Growth & Professional Plans with add-on or PS support
Available via Consultation Only
Our solutions architects will work with you to understand your specific needs and configure the right solution.
Book a Consultation with Solutions Architect
Schedule a personalized demo to see how Advanced Workbench can be tailored to your organization's needs.
See how Advanced Workbench can streamline your CS workflows
Get a personalized demo tailored to your organization's specific needs and challenges.