Vivun for Customer Success Leaders

Seamless Handoffs. Stronger Retention.

While your reps focus on closing the deal, Vivun’s AI Sales Agent, Ava, captures every promise, priority, and nuance along the way. By the time Customer Success steps in, there’s no ramp-up or re-discovery. You get a living, breathing record of the deal, continuously updated and ready to drive onboarding, adoption, and expansion from day one.

Save 10–40 hours per deal without cutting corners
Drive consistent execution across every stage
Connect the dots across CRM, calls, Slack, and email

Your Post-Sales Team Deserves Full Context.
Not a Scavenger Hunt.

66% of CSMs say they spend a significant portion of their day on repetitive admin tasks– updating records, gathering information, writing recap emails – instead of strategizing with customers. Vivun’s AI Sales Agent changes that. It acts as an AI-powered CSM assistant that tirelessly handles the grunt work: capturing call insights, populating handoff documents, logging product feedback, and more. There are no prompts to write or bots to train – your AI Sales Agent comes “out-of-the-box” with the expertise to gather and organize deal knowledge proactively.

By proactively creating the deal-specific assets that smooth transitions and continue momentum, Vivun gives CSMs hours back in their week to spend on what really moves the needle: guiding customers to success and spotting growth opportunities. The result? A team that can manage more accounts at a higher standard without burnout, and a leadership ability to scale CS efficiently.

Faster Onboarding, No Details Missed.

Get customers to value faster with an AI-generated handoff that captures every goal, timeline, and commitment from the sales cycle.

Higher Retention Without More Headcount.

Improve retention and expansion outcomes using the team you have. Vivun’s AI does the heavy lifting behind the scenes, so your CSMs can focus on relationship-building (not note-taking).

CSMs Prepared from Day One.

New CSMs ramp up instantly with a complete account briefing. Every CSM – even if they didn’t attend the sales calls – can step in like a seasoned account expert..

Consistent Process, Happier Customers.

Every handoff follows a consistent, structured format. No more ad hoc info transfers means every customer gets a high-quality onboarding experience, leading to greater satisfaction and loyalty.
GET BACK TO Service

Building a Seamless Post-Sale Motion with AI

Vivun's AI Sales Agent sets post-sales teams up for success with zero re-discovery, by automatically generating a rich Sales Handoff document for every closed-won deal. It’s like getting a “cheat sheet” for each account, except it’s 100% accurate and updated in real-time throughout the sales cycle.

REAL WORK, DONE FOR YOU

They Sell. Ava Remembers.
You Deliver.

Customer retention and expansion depend on smooth transitions and ongoing engagement, yet too often service teams are left scrambling for information when a deal closes. Vivun’s AI Sales Agent ends the scramble by delivering complete, real-time deal context to Customer Success. No last-minute email dumps or frantic Slack messages – just a clean, comprehensive handoff from sales to success, automatically compiled and always up-to-dateYour CSMs step in on Day 1 with full visibility into what was promised, who the stakeholders are, and what risks or expectations need managing.
No surprises, no awkward gaps – just a seamless journey from deal to delivery

Accelerators
Proactive Sales Work for Every Opportunity, Instantly

Vivun’s AI Sales Agent handles the strategic work that slows reps down, so they can focus on selling. Accelerators are deal-specific assets built from real-time data—always relevant, always ready, and delivered before your team asks.
It's everything your team needs to move forward the deal forward, automatically.

Free CSMs to Drive Value, Not Chase Information.

Vivun’s AI Sales Agent ensures faster onboarding by automatically generating a complete, up-to-date handoff that captures every goal, timeline, and commitment from the sales cycle. CSMs ramp instantly—whether they joined the deal late or not at all—and step in with the full context they need to deliver value. With consistent, structured handoffs and AI handling the heavy lifting behind the scenes, your team improves retention and expansion without adding headcount—giving every customer a smooth, high-quality experience from day one.

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