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Resolution #7: Just get up and run! (With a customer success platform, that is)

A new year, a new start! We continue our blog series with our final blog of the series, Resolution #7: Just get up and run! (With a customer success platform, that is).  Check out all 7 New Year’s Resolutions that will change your Customer Success world for the better!


Resolution #7: Just get up and run! (With a customer success platform, that is)
It’s been a little over a month since New Year’s Eve. At this point the gym is starting to become less crowded from the resolution motivated crowd. If you have been following our resolution series and thinking of ways your business would benefit from implementing a Customer Success strategy, then now is the time! Get up and run (with a customer success platform, that is).

Holy Moly! Proven Results: PipelineDeals is a CRM that allows for customers to quickly start using their product. Because of this, they needed a tool to know how each free trial and paid account was doing, and they needed to be able to implement a solution fast.

itemeditorimage_564bb55c01a96Customer: PipelineDeals:

In a recent case study with PipelineDeals, Jake Werlin, Customer Success Manager, shares that they needed a way to receive real-time data on their customers and communicate with them based on certain actions. They also wanted a tool that met a list of out-of-the-box requirements and that could be up and running in under a month. By setting key milestones and working closely with a Totango Customer Success Manager, PipelineDeals was able to get their Customer Success solution operational in just 28 days. Once the implementation was complete, they set up key outcomes they wanted their customers to achieve and were able to monitor and trigger alerts based on these outcomes to successfully nurture their customers.


Getting started: Request a demo today to see how Totango can help you get your Customer Success strategy up and running.

Josh Webber

I'm the Marketing Manager at Totango, planning events and working to spread the word about Customer Success. I'll see you on the road- at tradeshows, meetups and roadshow sessions. Do you have an event where you would like to see us? Let me know! When I'm not planning events, I like to rock climb, play music, and spend time exploring San Francisco.

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