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.
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.
Thursday, January 24, 2019
1:30 AM – 3:00 AM (UTC)
| 1:30 AM | Meet & Greet |
| 1:45 AM | Group Announcements & Introductions |
| 2:00 AM | The Main Event |
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