Customer Success

Ready to remove friction and make it easier for your customers to buy? Our team can help.
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Our team has partnered with thousands of Drift customers to help them successfully build and launch their own Revenue Acceleration strategies.

Depending on your Drift plan and specific goals, here’s how you can expect to work with your Customer Success Manager and the Drift Team throughout onboarding and ongoing optimization.

Learn and Plan

Overview and Goals
  1. Sales Executive discusses customer goals, team, metrics, and tech stack with CSM
  2. Sales Executive introduces CSM to customer for kickoff
Kickoff Call
  1. Choose starting playbooks
  2. Choose starting Sales Team Members
  3. Set tasks, owners, deadlines

Build and Connect

Implement Playbooks
  1. Build first 2 – 3 playbooks
Connect Integrations
  1. CRM integration
  2. Marketing automation platform integration

Educate

Connect Calendar to Drift
  1. Outlook 365 or Gmail
  2. Drift Meetings
Sales Team Training
  1. Roll out Drift to BDR/SDRs
  2. Education on Conversational Marketing and Conversational Sales best practices

Launch

Go Live
  1. Set first playbook live
  2. Trained Sales Team starts taking chats
Post Launch Optimization
  1. Review Meetings
  2. Review Opportunities Sourced
  3. Review achievements and milestones

Optimize and Grow

Strategic Business Review
  1. Review Metrics
  2. Review Meetings and Opps
  3. Chat Analysis
Build next 2-3 playbooks
  1. Pricing Page Bot
  2. Second Net Bot
  3. ABM Bot
Train rest of the Sales Team
  1. Train the trainer
  2. Conversational Marketing Specialists

Check out these resources

Technical Help

Access to our Customer Advocate team via chat and email 24 hours a day Monday - Friday and from 9 AM to 5 PM ET Saturday and Sunday.

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Drift Insider

Learn from Drift Conversational Experts and Marketing Pros on how to plan, implement and optimize Drift for your business.

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Become a Chatbot Pro

Get access to everything you need to know about building the best Conversational Chatbots from some of our most successful customers.

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Drift Help

Answers to your burning product questions and detailed guides to help you achieve success with Drift and Conversational Marketing.

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Webinars

Answers to your burning product questions and detailed guides to help you achieve success with Drift and Conversational Marketing.

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See how these customers made a major impact on their businesses with Drift

Tenable Customer Story
3x Qualified Pipeline
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Lessonly Customer Story
400% Boosts Conversion Rate to Demo
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Zenefits Customer Story
$3.6M Influenced in Pipeline
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Want to learn more about our best-in-class onboarding?

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