Customer Success Services
Take a proven, prescriptive approach to realize value and achieve your goals.
Customer Success
What you can get with Customer Success Services
Prescriptive plan
Achieve success quickly with programmatic management of your success plan.
Frequent reviews
Uncover opportunities to optimize the performance of your solution.
Best practices
Avoid common and costly pitfalls with technical and process best practices.
User adoption
Drive faster adoption with change management and training programs for users.
Smooth transitions
Manage upgrades and other major events successfully with proven strategies.
Deep insights
Understand the value and performance you’re getting with your solution.
Choose a success package
Get the right level of engagement, based on your needs
Professional
(8)- Customer success team (designated, remote executive)
- Success plan (quarterly updates)
- HealthScan (monthly)
- Configuration review (annual)
- Architectural blueprints (annual)
- Design review (annual)
- Business alignment workshop (annual)
- Training discounts
- Program management
- Active incident, problem, change, and enhancement management
- Performance management and recommendations (weekly)
- Operational reviews
- Comprehensive platform review (semi-annual)
- Business value review
- Upgrade planning and assistance
- Solution architect
- Support account manager
Enterprise
(17)- Customer success team (onsite visits with designated support account manager and solution architect)
- Success plan (monthly updates)
- HealthScan (monthly)
- Configuration review (annual)
- Architectural blueprints (annual)
- Design review (annual)
- Business alignment workshop (annual)
- Training discounts
- Program management (weekly)
- Active incident, problem, change, and enhancement management
- Performance management and recommendations (weekly)
- Operational reviews (bi-weekly)
- Comprehensive platform review (semi-annual)
- Business value review (semi-annual)
- Upgrade planning and assistance
- Solution architect (designated)
- Support account manager (designated)
Premier
(17)- Customer success team (dedicated, onsite support account manager and solution architect)
- Success plan (as needed updates)
- HealthScan (weekly)
- Configuration review (semi-annual)
- Architectural blueprints (annual)
- Design review (annual)
- Business alignment workshop (annual)
- Training discounts
- Program management (continual)
- Active incident, problem, change, and enhancement management
- Performance management and recommendations (weekly)
- Operational reviews (weekly)
- Comprehensive platform review (semi-annual)
- Business value review (quarterly)
- Upgrade planning and assistance
- Solution architect (dedicated)
- Support account manager (dedicated)
Connect with the pros
Get set up with your success team and explore more ways we can help.