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Your success is important to us.

Our approach to customer success can be defined in one word… proactive.

 We provide continuous account management, real-time insights into usage, and ongoing engagement to help you leverage new upgrades and releases.

Customer success is a team effort that involves every individual at RingLead.

We don’t win until you do.

Implementation of Technology


  • Once you convert, you receive an email with your login credentials so that you can immediately access your tools.


  • Your designated AE points you in the direction of our Customer Success Manager to set you up with a brief, 30-minute pre-onboarding call.


  • Our CSM gathers the necessary information for your onboarding to ensure a smooth call and no time wasted. Your onboarding is scheduled.  


  • Following your onboarding you receive an email with contact information for your AE and CSM, as well as a link to our tech support page. At this point you are invited to complete a survey on your overall experience.

Ongoing support and engagement


  • Continuous account management by your AE.


  • Monthly usage reports from your AE outlining how your products were leveraged for the previous month.


  • Monthly meetings with your AE to review product upgrades and releases.

Results-driven processes


  • We provide opportunities for feedback with surveys after onboarding and after every closed tech support ticket.


  • We routinely review customer success metrics


  • If something isn’t working for our customers, we explore new approaches.

Ready to get started?

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