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A Get Going Guide to Zoe for Everyone in Your Company

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Zoe: A How-To Guide for Everyone in Your Company

Zoe empowers every role and department within an organization to align around the customer, enabling a customer-centric company culture. With the power of Zoe at your fingertips, you can leverage Zoe’s conversational interface to access customer data and get others in your company involved in customer success missions.

Getting Started

Here are some simple questions you can ask Zoe to get the conversation going:

  • @zoe tell me about <customer name>
  • @zoe show me all segments
  • @zoe help

Or just say @zoe hello or hi!

Now let’s get specific. Here are some real-world ideas for how Zoe might be helpful to you, based on the department you call home. Please note: Your company has customized segments with different names and data than this guide, so take these tips only as directional, please and thank you!

Customer Success + Zoe

Zoe helps you quickly recruit others to the customer cause, from escalations to upsell opportunities, and easily share customer data with other teams.

Examples of what you might ask Zoe:

  • @zoe show me who is at renewal risk
  • @zoe show me Q3 renewals
  • @zoe create <Impact Step>

 

Zoe in Action: Customer Success Manager

C-Suite + Zoe

Zoe gives you the ability to understand customers’ health fluctuations, view accounts and revenue at risk, and easily access real-time information about customers.

Examples of what you might ask Zoe:

  • @zoe show me who are key accounts at risk
  • @zoe give me an update on <Impact Step>
  • @zoe show me how many accounts are fully utilizing our product

 

Zoe In Action: CEO

Sales + Zoe

Zoe identifies the perfect customer references by vertical, product, and more, and tracks the onboarding and renewal progress of your closed won accounts.

Examples of what you might ask Zoe:

  • @zoe show me Q2 renewals
  • @zoe show me referenceable customers in finance
  • @zoe show me who are upsell candidates

 

Zoe in Action: Sales Manager

Product + Zoe

With Zoe, you can understand user behavior when investigating escalations, including product usage and support tickets, or identify prime beta accounts for new features.

Examples of what you might ask Zoe:

  • @zoe show me who is using our mobile app
  • @zoe show me who is stuck in onboarding
  • @zoe show me key accounts not using our reporting module

 

Zoe in Action: Product Manager

Marketing + Zoe

Zoe empowers you to generate more case studies and relevant customer marketing programs by easily accessing real-time customer data without bureaucratic delays.

Examples of what you might ask Zoe:

  • @zoe show me referenceable customers
  • @zoe show me customers in good health in the northeast region
  • @zoe who is the CSM for <customer name>

 

Zoe in Action: Marketing Manager

Your Entire Company + Zoe

Any employee can leverage Zoe’s conversational interface to access customer data in the tools they use everyday, as well as get others involved in customer success missions.

Examples of what anyone in your company might ask Zoe:

  • @zoe tell me about <customer name>
  • @zoe show me all segments
  • @zoe give me an update on <Impact Step>

 

Zoe in Action: Entire Company

Totango customers can activate their free trial of Zoe today. If you haven’t seen Zoe in action yet, request a demo to experience the power behind the only customer success technology that involves the entire company.

Download a copy of the full guide here and share with your entire company!

Adrienne Welch

I'm the Content Marketing Manager here at Totango. I get to hear great stories of how our solution is impacting our customers' businesses, and then I get to share those stories with the world. If you've got a Totango story you want to share, I'd love to hear it!

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