Customer Success
Focused on your success.
We are committed to helping implement Sales-Driven Planning for your organization. We follow a robust methodology to enable your teams through Onboarding, Enablement, and ongoing Support and Services.
Success Journey
Follow a journey as you onboard, are enabled by our teams, and obtain support and services for the long term.
Step 1: Onboarding
Preparation
We work close with your team to (a) plan out our implementation, (b) ensure that you have aligned your approach and business process across your Sales, Marketing, and Operations teams, and (c) that your configuration and data are ready.
Implementation
We follow a robust implementation methodology to ensure that our application is configured to your needs. We can tailor certain aspects to support your planning process.
Step 2: Enablement
Training
We offer several training options ranging from our eLearning platform to tailored content based on your specific needs.
Access our eLearning platform here.
Adoption
We take an adoption first approach to our implementation and we work closely with your leadership to define success metrics.
Step 3: Support and Services
Support
As your valued business partner, we offer ongoing support via our service desk.
Access our service desk here.
Services
You can rely on our Professional Services team for any customizations, integrations, or ongoing enhancements to your planning processes.
