Customer Success and Account Management
Personalized client reporting across your whole book
Build one QBR template and send a tailored, on-brand version to every customer and partner, refreshed every cycle and without adding headcount.
Trusted by the world's best organizations
When customer success reporting is built by hand, the long tail goes without
A deep-dive review takes hours to build, so it goes to the accounts that justify the hours. The rest get an email, or nothing.
Hours per review, times the book
Each deck is pulled, pasted and checked by hand, and the book keeps growing.
Smaller accounts get skipped
Tier two and tier three customers rarely see a review of their own numbers.
Every CSM's deck is different
Layouts, cuts and metrics drift from one rep to the next.
Every report you run, built once and refreshed from the source
QBRs, scorecards and renewal reviews come from one template, made out for each client with their own numbers and logo, and refreshed before every meeting.
Generate a tailored deck for every account from one template.
Show each customer their performance at a glance.
Walk into every renewal with the account's value story up to date.
Each client sees how far a new product has rolled out across their business every week, straight from your product data.
Let Rollstack AI draft what changed for each account.
How CarGurus does it
“We now spend 80% of our time generating insights instead of compiling data. The Quarterly Business Review decks we generate with Rollstack easily drive our most valuable client meetings.”
Nader KhalilDirector of Field AM, CarGurusRead the story- more dealer reporting in a year
- 9x
- automated slides every quarter
- 3K
Questions
Can account managers edit a client's deck?
Yes. Each client's deck is a finished PowerPoint or Google Slides file, so account managers can add notes or cut slides before the meeting.
What if one client needs different slides?
Change that client's version, or build a separate template for clients with unique needs. ChannelSight does both for its client reviews.
Can a CSM generate one client's deck on demand?
Yes. Enter the client's ID and Rollstack builds that client's deck from the master, ready for the call. CarGurus account managers work this way.
Do clients need a Rollstack login to see their report?
No. They get a finished deck or document by email or in a shared drive, in the format they already use.
Where does the client data come from?
From the BI tools and warehouse your team already uses, such as Looker, Tableau, Power BI, Metabase or Snowflake. CRM fields like renewal dates come in through your warehouse or a Google Sheet.
Connects to the tools you already use
All integrationsBuilt for how your industry reports
Financial services
Give boards and committees the same traceable number in every audit report, risk report and committee pack, with governed templates and access controls built for a regulated industry.
Rollstack for Financial services