Vetting CS Software Platforms- What are the best questions to ask?

Teams have all sorts of reasons to buy Customer Success software; the questions come down to the why behind your purchase. If it's data consolidation, the questions are around the integrations. If it's automation, what kind of automation is most important (CSM tasks vs messaging to customers). If it's health scoring, what do you want to do with that data? 

We went through a really robust vetting process when we bought our Success software, and we refined the questions on every demo we had. As we learned more, we were able to ask better questions. 

~Amanda

I agree with Alex with avoiding the double-entry situations.  I would also expand on that and check with other internal stakeholders who access CS data and see if/how it will affect their workflow, too.  It might just need to be a courtesy, but you may get insight into more good questions to ask a vendor, too.

Hi Chrissy!

A big component that I would look as is how a platform integrates with the other tools you're using. Will you have do double-enter any information or can it get piped over? As an example, making sure we can pipe in CSAT to the platform was mission critical for us. Would be happy to chat more!

I am very interested in this too. Does anyone have or use a scorecard for scoring and assessing each vendor?

If yes, can I "borrow"?

What are the things I need to have prepared to be successful in using your platform?

this is important because there is not a single platform that will be CS in a box.... that includes the company CS in a box.

you will be expected to have your CS identity fully developed. If you don't have a CS identity, you will be paying for something you aren't ready to use

Hi Chrissy -

One question I like to ask is what their plans are to continue updating their platform and how you as a customer will be notified of updates/releases/etc.

Tagging @Kristi Faltorusso - she's done this many times!