Salesforce as a CSP

Anthony Gaspardi
Member Posts: 5





Hey All,
Does anyone have experience using just Salesforce for your CS team? Did you make specific customizations to manage the handoff from sales and then to manage onboarding & adoption? Or in general, other customization that really helped build a repeatable flow for the team and customer?
our team currently manages the renewal in Salesforce as well as accesses all account details but I’m looking to take it to the next step without jumping into a CSP yet.
Thanks!
0
Comments
-
Hi @Anthony Gaspardi - There is a recent post on this subject with 21 responses. So there should be some good value there :)
1
Categories
- All Categories
- 150 CS Conversations
- 959 CS Operations Conversations
- CS Org Conversations
- 183 CS Technology
- 616 Customer Journey
- 266 Digital CS (Engagement Programs)
- 31 Industry Insights
- 205 Metrics & Analytics
- 148 Value Realization
- 189 Strategy & Planning
- 13 Future Customer Success Professionals
- 122 GGR Cafe
- 7 Supporters of Gain Grow Retain
- 1 Gain Supporters
- 2 Higher Logic Vanilla
- 1 Totango
- 2 Grow Supporters
- 2 Catalyst
- 1 ChurnZero
- 4 Retain Supporters
- 1 Northpass
- Interested in Supporting Gain Grow Retain?
- Contact Us
- 17 Welcome to the Community
- 157 Job Board
- 173 Customer Success Leadership Community
- 176 Job Board Community