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MetaCX Capabilities

A radically new way for suppliers and buyers to align on the outcomes that define success.

MetaCX provides a shared space where suppliers and buyers can define and measure outcomes together, aligning sales, success, and delivery teams around real business impact that customers can see.

Success Plans

Ensure the achievement of desired business outcomes by creating a step-by-step plan of action for each customer.


Produce success plan templates tailored to specific use cases and personas to simplify and scale outcomes-based selling and success.


Get notified when a prospect or customer joins a bridge you’ve shared or interacts with any bridge element so that you can react in real-time.


Celebrate key moments in the customer lifecycle—new partnerships, completed implementations, and signed renewals to visualize forward momentum.

Lifecycle Stages

Create a success plan aligned to every lifecycle stage to ensure you and your customers are meeting short and long term goals.


Visualize the handoff within MetaCX to ensure everyone is on the same page and working towards common goals and objectives.


Invite customers and prospects to a shared, co-branded space where you can document and collaborate around success plans.


Bring the customer experience to life and start collaborating with relevant stakeholders by creating teams of people aligned to every lifecycle stage.

Retention Warnings

Detect hidden retention risks by tracking specific actions and behaviors that reveal customers that are about to churn.

The Making of a Success Plan

Every outcome in a MetaCX success plan is tied to milestones and metrics that use data to track outcome achievement throughout the customer lifecycle.

The outcomes that your customers care about will influence the type of data you pull into MetaCX. You can pull in events from your own product or from another system including your CRM, financial system, or event platform. Once your business systems feed events into the platform through a connection, MetaCX uses the criteria and deadlines you specify to tell you how close a customer is to outcome achievement.

Request a Demo

Ready to see MetaCX in action? Sign up today and our team will provide a live demo of the platform.

You’ll see firsthand how MetaCX helps SaaS and digital product companies transform how they sell, deliver, renew and expand with one connected digital experience that includes the customer at every stage.

MetaCX MetaBoom


830 Massachusetts Ave. Ste 1500
Indianapolis, IN 46204