Where: Namely Office in the Historic Western Union Telegraph Building – 195 Broadway, New York, NY 10007
Presenter: David Riendeau, Senior Business Systems Analyst, Namely
Topic: Systems Automation for Customer Success
This presentation will go over how systems automation with Customer Success solutions can provide:
- 360° view and/or health score of a customer
- Proactive touch management
- Client benchmarking
- Automated QBRs
- Integration with marketing automation, analytics, support, billing, community management, and CRM systems
- Real time data access
- Data integration framework to automatically synchronize data with your internal databases and other custom systems
As well as the system requirements to adopt these solutions.
