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.