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January 23rd, Seattle East Side User Group Meeting

Jan 24, 2019, 1:30 – 3:00 AM (UTC)

Salesforce Admin Group, Bellevue, United States

Happy New Year! Mark Korf and Kelly Anderson from Zipwhip will be leading us through a brainstorming and feedback session on how to craft a workflow for Customer Success.

About this event

Happy New Year!

Mark Korf and Kelly Anderson from Zipwhip will be leading us through a brainstorming and feedback session on how to craft a workflow for Customer Success. Zipwhip, a SaaS company providing texting for businesses, has a new Customer Success department with minimal processes existing currently in Salesforce. They are looking to build tracking and a workflow process for handoff from AE to CSM, the onboarding process, account management, and more.

When

When

Thursday, January 24, 2019
1:30 AM – 3:00 AM (UTC)

Agenda

1:30 AMMeet & Greet
1:45 AMGroup Announcements & Introductions
2:00 AMThe Main Event

Group Leaders

  • Christie Diedrick

    Independent Consultant

    Community Group Leader

  • Roz Burton-Torres

    SF Advisory Group

    CEO + Salesforce Collaborator

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