Workfront Boosts Customer Success Management with Totango

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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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