Self-serve model Vs sales-based approach?

@rahul_choudhary a few things:

• Ease of uploading/migrating existing accounts, data, and history
• Can connect usage data from SaaS tool

If you have these two things you can at least get a base CRM off the ground. Then you start needing lots of other features:

• Drip campaigns
• Health scoring
• Auto routing of new accounts
• Integrations
• Etc.

I started using Totango about 8 years ago and tried to do it as self serve. It was really hard. Now that was less on Totango and more on us - we did not have an easy way to connect our own usage data and we had historical data in excel, Zoho CRM, and multiple places.

@rahul_choudhary Ah yes, misunderstood -- that platform is for creating your own self service model for your customers.

@Jordan Silverman @rdesmarais

If you don't mind me asking, what are some things which you think can be useful for easy self onboarding on CS platforms.

@abbyhinsley I think you got the question wrong. I was curious why we can't purchase CS software using self serve model (like @Jordan Silverman @rdesmarais mentioned totango). The tool you are mentioning doesn't have that.

@rahul_choudhary Enablix has a new CX portal that is centered all around self-service model -

https://www.enablix.com/enablix-cx/ (sorry can't post links yet...)

Also a fan of Totango. I am not a paid user but I do recall demoing it and really loved what I saw in terms of how it managed the customer journeys and playbooks.

@rahul_choudhary I am a big Totango fan and they now offer free trials of their software - https://www.totango.com/

I would recommend checking that out so you can dive in and play around free of charge!