September 7, 2017

Technology Services

Help your team scale through the use of technology solutions.

If your customer success or customer support/service teams need technology but you don’t know where to start…we can help. We provide customized services from needs assessment through implementation and configuration. Some of the services we offer:

Needs Assessment:

  • Helping Customer Success leaders identify processes that can be automated through the use of technology
  • Designing a low- or “tech-touch” model using customer self service tools
  • Determining budget, timeline and expected ROI

Evaluation and Selection:

  • Providing unbiased, independent information on available technology solutions to fit your needs
  • Establishing solution evaluation criteria and helping create solution recommendations based on data
  • Determining project plans and roles for technology implementation

Implementation, Configuration and Training

  • Set up and configuration of CRM, support ticket and customer success automation tools such as Salesforce, ZenDesk, Synap, Bolstra, Gainsight, etc.
  • Providing project management services to work with internal customers, IT and other affected teams during implementation
  • Delivering post-implementation training and follow up for customer success teams on how to most effectively use new technology

Contact us to learn more and to discuss your organization’s specific needs.