Key Customer Roles
Helping your organization achieve success with our platform is our priority, and implementing with over 200 customers has helped us identify the ingredient to success. Below are the key recommended customer roles. Depending on the size of your organization, multiple roles may be played by the same team member and that works just fine.
Key Roles, Responsibility and Time Commitment
The table below outlines the key roles, responsibilities and time commitment needed for each role
Groundwork Calls and Recommended Attendees
Below is an overview of the calls we will have during the vision and groundwork phases with the focus and recommended attendees per call. We will gather information during these calls to finalize the project scope and plan before moving forward to the configure, train and launch phases.
Download and complete the Key Customer Roles and Calls Outline and return it to your CSM!