Hi all,
I am transitioning to a formal Customer Success role at a startup with less than 10 employees, so you can imagine there are a lot of bases to cover! We currently use Zendesk Support and Sell alongside an avalanche of Google Sheets and Docs to manage everything.
I'm hoping to get some guidance on tools that I can use to structure tasks and workflows within my function? Ideally, these tools would integrate with Sell or function as an add-on to keep everything in sync.
Beyond that, if anyone has any advice or wisdom around forming CS strategy and selecting KPIs, all of that would be much appreciated!
Thank you all!