Creating Support Processes - Tie in to Operations
Anna Alley
Member Posts: 72 Expert 
Hi Everyone!
I'm building support and success teams from scratch at a new start up, and we have essentially banking processes that will have to be completed for customers. This means that we'll have items coming in to our support team that can't be completed by us, and have to be routed to operations, etc.
Does anyone have example process flows or where they've created playbooks for similar scenarios? Trying to not start from scratch if I don't have to!
Bonus points if you've used Savana platform!
I'm building support and success teams from scratch at a new start up, and we have essentially banking processes that will have to be completed for customers. This means that we'll have items coming in to our support team that can't be completed by us, and have to be routed to operations, etc.
Does anyone have example process flows or where they've created playbooks for similar scenarios? Trying to not start from scratch if I don't have to!
Bonus points if you've used Savana platform!
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