Working with widgets

How to create and work with widgets

Lucas Flobecker avatar
Written by Lucas Flobecker
Updated over a week ago

In today's rapidly evolving business landscape, maintaining strong and lasting customer relationships is essential for success. To achieve this, organizations need efficient tools to keep track of customer interactions, monitor onboarding processes, and identify customers at risk. Creating customized widgets for customer lists can significantly enhance your ability to manage these crucial aspects. In this article, we'll delve into the strategies for designing and implementing widgets that facilitate the tracking of customer interactions, onboarding procedures, and customer risk assessment.

Understanding the Need for Widgets:

Widgets are compact, information-rich elements that provide quick access to essential data without the need to navigate through complex interfaces. By integrating widgets into your customer and user lists, you empower your team to make informed decisions promptly. This is especially valuable when dealing with customer interactions, onboarding progress, and risk assessment.

Customer Interaction Tracking Widgets:

Effective customer interaction tracking demands real-time visibility into communication history. Widgets can be designed to display when you recently had interactions with your customer. By integrating these widgets into your customer list, you enable your team to access communication details at a glance, enhancing their ability to engage with customers meaningfully.

Let's have a look at our tutorial on how to create this widget:

Onboarding Progress Widgets:

Onboarding is a critical phase that sets the tone for the entire customer journey. Widgets can be developed to showcase the onboarding status of each customer. This could include milestones achieved, project progress, and any pending actions. Having this information readily available enables your team to provide timely assistance and ensures a smooth onboarding process.

Let's have a look at how a onboarding widget and a onboarding customer list can look like:

Customer At-Risk Identification Widgets:

Identifying customers who might be at risk of churning is vital for proactive retention efforts. Widgets can be tailored to display indicators of customer health, such as usage frequency, satisfaction survey results, and support ticket history. These widgets empower your team to prioritize efforts towards customers needing extra attention, thereby reducing churn rates.

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