eBook

Pipeline eCatalog for Customer Success

Customer Success (CSM) teams that have insights into how customers are using your product and where they have issues are able to build out a complete customer profile. By ensuring that Customer Success teams are continuously working with up-to-date data on your leads, from other departments like Sales, Support, and Engineering, the customer is likely to have a more seamless experience through your customer journey.

CSMs that automate the integrations between their CRM (customer relationship management) system and other enterprise applications in Sales and Support spend less time caught in error-prone manual processes and more time engaged with your customers. As a result, these teams can enrich and improve customer 360 views, enable effective account management, and provide product feedback within your organization.

This eCatalog is meant for prospective and current SnapLogic users alike. Existing customers will find:

  • Existing templates to accelerate your deployment
  • Other related tasks to consider as part of your implementation

For those new to SnapLogic, you will learn:

  • Common tasks CSM teams perform throughout the customer’s journey
  • How SnapLogic’s pre-built pipelines unify all the apps and data sources that make up common business processes along the customer journey

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