From Onboarding to Advocacy

Customer Lifecycle Management solutions to orchestrate every customer journey stage via Zoho's unified suite of applications.

Talk to us about Lifecycle Management in Zoho →

360° View

  • Gain Centralized Lifecycle Visibility—past interactions, current health, and future growth potential.
  • Manage your entire customer journey using integrated tools, tailored playbooks, and automation.

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Empower

  • Equip teams with the visibility and workflows they need.
  • Collaborate using shared dashboards, integrated tasks, and action plans.
  • Automate triggers and actions so nothing falls through the cracks.

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Personalize

  • Create targeted email sequences tailored to each segment.
  • Use health scoring and lifecycle metrics to act on time—before churn happens.
  • Sync customer data across your tech stack for consistent communication.

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Why Lifecycle Management Matters

  • Managing customers after the sale is no longer optional. Subscription and service-based businesses rely on long-term retention, not one-time purchases.
  • Customer Lifecycle Management isn't just about tracking interactions—it's about proactively delivering value at each stage, from the first touch to renewal and advocacy.

Common Challenges Our Revenue Operations Solution Solves

Reporting Across Stages is Fragmented

Spreadsheets, siloed apps, disconnected tools... You can’t manage what you can’t see. Your CSMs and Account Managers require visibility into:

  • Which onboarding steps are completed?
  • What success milestones are overdue?
  • Who’s at risk of churn based on engagement or sentiment?

With Zoho CRM, Zoho Analytics, and Zoho Desk, we centralize that data—providing your team with one version of the truth.

Handoffs Between Teams Are Clunky

Is Sales closing deals without informing Onboarding? Is Success unaware of open tickets in Support?

Zoho Flow + CRM + Desk enable cross-functional workflows that:
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  • Automatically assign onboarding tasks at deal close.
  • Flag high-priority tickets in lifecycle dashboards.
  • Alert CSMs of upsell opportunities post-resolution.

    No more dropped balls. Just smooth transitions.

You’re Missing Structured Success Plans

Are Success Plans and Playbooks buried in someone's head—or worse, a spreadsheet?
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We help implement structured Success Plans inside Zoho CRM with:
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  • Playbooks by lifecycle stage
  • Actions assigned to reps or automated via Flow
  • Completion rates rolled into dashboards

You’re Not Catching Red Flags Early Enough

If a customer goes dark, when will you know?

Lifecycle Management includes proactive tracking using:
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  • Health scores based on usage, support, sentiment, survey data
  • Automated alerts on risk patterns
  • CSM dashboards with traffic light signals
  • Powered by Zoho CRM, Analytics, Desk, and Survey.

Renewals & Advocacy Efforts are Last-Minute

By the time you remember to ask for a renewal or a review, it's already too late.
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Lifecycle management helps you:
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  • Trigger advocacy asks at key milestones
  • Automate survey sequences (NPS, CSAT, CES)
  • Track and report on advocates across the customer base
  • Tools used: Zoho CRM, Survey, Campaigns, Desk
Quote MarkRestaurant Manager Testimonial

"The Gloo team’s support and development has been invaluable to help our team get over some of the more complex areas of Zoho."

Joe Finizio
VP Sales & Marketing,
Action Systems Inc (ASI)

What You Get with Gloo's Lifecycle Management Solution

  • Unified lifecycle dashboards
  • Automated onboarding sequences
  • Health scoring models customized for your business
  • Success plan templates with built-in playbooks
  • CSM performance metrics
  • Cross-departmental visibility
Let’s Design Your Lifecycle Solution →

FAQ

How do I know which Zoho applications I need for my business?

Will my team need to learn a dozen new tools?

How long does it take to implement a solution?

Can I just buy Zoho and set it up myself?

Why would I use Gloo CRM to implement Zoho?

Have more questions on our RevOps solutions?

Let’s have a call