Your CSM will ensure value realization.
You will be introduced to your Customer Success Manager during the onboarding process. This relationship will be established early on, as your CSM will look after you during your sales-i journey.
Your Customer Success Manager will work with you to understand the initial reasons for implementing sales-i and what you want from the software to reach your business goals.
Once you begin to grow with sales-i and understand how you benefit most from the functionalities, your CSM will then help to further grow your business by introducing you to new areas of the software to identify or address new opportunities within your data.
Search for opportunities.
Your CSM will do the following to guarantee the best success:
- Establish initial reasons for implementing sales-i so they can work with you to get the most results
- Search and address for any potential opportunities within your data that you can take advantage of
- Work with you to understand what areas of sales-i you use most and what other functionalities you could benefit from
There to help you.
Your CSM is there to help you get the most out of your investment, whether that's maximizing usage across your organization or seeing the potential in different areas of the software that could advance your current processes even further.
"sales-i quickly provided all the information we derived from 'old school' reporting within a fraction of the time. This immediately gave us a return on investment that made the switch worthwhile. Financial information takes literally seconds, rather than potentially hours. The team saves at least 2-4 hours a week thanks to sales-i."
Gareth Waters, Operations Manager
