WARNING: Your browser is not supported. Some images, layouts, fonts, and functionality may not operate as expected. Please upgrade your browser.


MetaCX Use Cases

Reimagine the B2B Customer Experience

Close More Deals with Collaborative Deal Management

Build trust in the sales process by collaborating with prospects around their desired business outcomes–all within a co-branded, shared space called a bridge. By providing visible proof of your commitment to your buyer’s business goals, you’ll earn trust, build mutual accountability, and move deals forward.

Share success plans, supporting assets, and relevant metrics directly within a bridge.

Create bridge templates to simplify and scale outcomes-based selling.

Know how often prospects view bridges and when they last engaged.

Communicate with prospects directly within bridges with rich commenting.

Coordinate Handoffs to Ensure Delivery Against Outcomes

Once a deal has closed, keep outcomes at the center of the relationship throughout the entire customer lifecycle. As a deal transitions toward closed-won, a CSM or onboarding specialist can be invited into a MetaCX bridge to transfer knowledge and coordinate an onboarding or implementation plan. Bridges then serve as a record where everything related to the deal is captured and relayed to relevant stakeholders.

Invite internal teammates to a bridge via email or by sharing a simple link.

Optimize internal resources by implementing a standard process for handoffs between teams.

Assign start and end dates to success milestones to track how customers are progressing towards outcomes.

Gain real-time insight into when customers are veering off course so that you can take immediate action and ensure success.

Retain and Expand Customers by Proving Your Impact

MetaCX’s robust data architecture allows you to track value realization and progress toward outcome achievement. Capture and organize customer activity across all systems and data sources to gain a complete, unified view of the customer experience. By doing so, you can prove you’ve delivered on the outcomes promised to lock in future growth.

Create a central repository of all customer data.

Build metrics using data sourced from multiple systems.

Tie all customer activity related to the use of your products to the context of desired outcomes.

Share the insights you gain with your internal team and customers in real-time.

Customer Lifecycle Management

Leverage a single platform across the entire customer journey to establish, measure, and prove the value you’re delivering.


Elevate the buying experience with collaboration around outcomes. Bring prospects into a shared space where you can collaborate around success plans.


Create shared accountability for ongoing product adoption and project completion with your customers. Engage customers proactively to drive the appropriate actions and behaviors to ensure outcome achievement.


Reduce customer attrition by keeping track of your impact on desired outcomes. Quickly prove the value of your products and services, even if your champion has left.


Proof of value is the starting point for expansion discussions. Show customers that your product leads to positive outcomes for their business and they’ll want more.

MetaCX MetaBoom


830 Massachusetts Ave. Ste 1500
Indianapolis, IN 46204