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.
- 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.