Customer Success
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
- Sales Executive discusses customer goals, team, metrics, and tech stack with CSM
- Sales Executive introduces CSM to customer for kickoff
- Choose starting playbooks
- Choose starting Sales Team Members
- Set tasks, owners, deadlines
Build and Connect
- Build first 2 – 3 playbooks
- CRM integration
- Marketing automation platform integration
Educate
- Outlook 365 or Gmail
- Drift Meetings
- Roll out Drift to BDR/SDRs
- Education on Conversational Marketing and Conversational Sales best practices
Launch
- Set first playbook live
- Trained Sales Team starts taking chats
- Review Meetings
- Review Opportunities Sourced
- Review achievements and milestones
Optimize and Grow
- Review Metrics
- Review Meetings and Opps
- Chat Analysis
- Pricing Page Bot
- Second Net Bot
- ABM Bot
- Train the trainer
- Conversational Marketing Specialists
Check out these resources
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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Learn from Drift Conversational Experts and Marketing Pros on how to plan, implement and optimize Drift for your business.
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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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Answers to your burning product questions and detailed guides to help you achieve success with Drift and Conversational Marketing.
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Answers to your burning product questions and detailed guides to help you achieve success with Drift and Conversational Marketing.
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