Guide for Company-Wide Customer Success

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Do you want to enable a customer-centric culture? Zoe empowers every role and department within an organization to align around the customer. 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.

Everyone in your company can benefit from Zoe, even teams outside of customer success. To see how, share this customer success guide full of ideas about how everyone can leverage Zoe to focus everything they do on the customer.

Download and share with your company today!

Successful Customer Onboarding

01

Identify Key Performance Indicators for Onboarding

02

Put the Right Processes in Place

03

Get Visibility Into Customer Status

04

Complete Key Milestones Within a Desired Timeframe

05

Create Just the Right Program to Drive Adoption

06

Analyze Bottleneck Reports

07

Create a Usage Report and Adoption List

08

Measure Onboarding Results

09

Perform Regular Check-ins with Customers

Successful renewals & Upsells

01

Motivations for Renewal

03

Getting Customers to Renew

03

Expanding the Relationship with Upsell

Customer Success for Everyone.

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