See Our System and Software in Action
Watch how Kapta helps you improve your customer engagement system, with support from our software every step of the way.
Step One: Customer Knowledge
Customer engagement is a 2-way street. It starts by understanding what your client is trying to achieve, so you can help them get there.
Org Chart and Client Profiles
See the overall structure and culture at your client’s organization, and build detailed profiles for individual key contacts.
Voice of Customer and SWOT Tools
Understand what your customer is trying to achieve, and the factors that will help or hinder them along the way.
Step Two: Meaningful Action
It’s not enough to shift your mindset. To build customer engagement, you need to take action. Kapta helps you make account plans that make a difference.
Account Plans
Our Account Planning templates help you stay on strategy by translating big business goals into actionable, ownable tasks.
Tracking Tools
Keep deliverables on time, on budget, and on strategy by ensuring every team member knows what they’re doing—and why.
Step Three: Show Results
Show your customers your value with KPIs and success metrics. Show your C-suite why customer engagement matters, with internal growth milestones.
Customer Metrics
Real-time milestone tracking and risk management so you know when things are working—and when they’re not.
Account Health Score
Our unique algorithm gives you an at-a-glance composite score to manage risk, gauge satisfaction, and flag accounts that need attention.
Your Customer Engagement Tool
Because if you really want to engage customers, a CRM is not enough.
