client success
Singletrack Customer Success
Making Singletrack work for you
Capital markets advisory firms put a huge amount of trust in their technology partners, particularly when it comes to mission-critical applications which their teams will rely on every day. This can be a risk – how long will the process take? What will the changeover be like? Will the results be as expected?
A shared plan for success
Singletrack’s professional, highly-experienced Customer Success team is committed to making sure our products are tailored to your needs. We’ll ensure the Singletrack platform performs highly in your business so you can provide quality service to your clients and find efficiency in a competitive market.
Joint Customer Success Plan
We ensure the Singletrack product and team stay aligned and working towards your goals through our Joint Success Plan.
Streamlined, in-house implementation
Our experienced team deliver fast, smooth implementation to help you realise ROI more quickly and minimise business disruption.
Experienced team of industry experts
Our team have rich, established experience across the capital markets advisory industry. They live and breathe it, and they’re ready to help you get the most from Singletrack.
Three free product updates a year
Singletrack is never standing still. We deliver three product updates per year as standard, tailored to client feedback so we stay aligned over the long term.
A shared path to success
Working together to reach your goals
Smooth handover
Transition easily from your previous workflows to Singletrack, to minimise business disruption
Flexibility
Our product configuration and implementation process flexes to support how you’re working right now
30+ integrations
Break through data silos to improve communication and spot insights and opportunities
Blog article: Singletrack support
What does the Singletrack Support team do, and how do they do it? Find out from Tom Thompson, Head of Support, by reading this article.
Blog Article: Implementation the Singletrack way
Learn how Singletrack runs successful implementations. With our track record of over 60+ clients and the tech and industry expertise in our team, we can make the process as smooth as possible.