Customer Onboarding Tech Stack Assessment Slide Deck Template

To accomplish your team’s goals, every Customer Success tool you use should help you to be successful. But how do you determine the best stack? How do you select the right Customer Onboarding tool for your team?

Phil Davitt, SVP of Customer Success at Condeco came up with a tool, called the State of Play document, to resolve Condeco’s biggest Customer Success challenges. Moreover, he gives advice on: 

-What to do before purchasing onboarding software, how to select a vendor, which KPIs to use to track changes, and what criteria to consider when picking a tool. 

To hear more of Phil’s first-hand experience in choosing a customer onboarding technology stack that brought stability to Condeco’s customer onboarding processes, watch this video. 

Need help in optimizing your Customer Success strategy? Reach out to CSM Practice.