Customer Success
Ready to remove friction and make it easier for your customers to buy? Our team can help.
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
- Sales Executive discusses customer goals, team, metrics, and tech stack with CSM
- Sales Executive introduces CSM to customer for kickoff
Kickoff Call
- Choose starting playbooks
- Choose starting Sales Team Members
- Set tasks, owners, deadlines
Build and Connect
Implement Playbooks
- Build first 2 – 3 playbooks
Connect Integrations
- CRM integration
- Marketing automation platform integration
Educate
Connect Calendar to Drift
- Outlook 365 or Gmail
- Drift Meetings
Sales Team Training
- Roll out Drift to BDR/SDRs
- Education on Conversational Marketing and Conversational Sales best practices
Launch
Go Live
- Set first playbook live
- Trained Sales Team starts taking chats
Post Launch Optimization
- Review Meetings
- Review Opportunities Sourced
- Review achievements and milestones
Optimize and Grow
Strategic Business Review
- Review Metrics
- Review Meetings and Opps
- Chat Analysis
Build next 2-3 playbooks
- Pricing Page Bot
- Second Net Bot
- ABM Bot
Train rest of the Sales Team
- Train the trainer
- 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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