Below is exactly what you can expect when you buy Drift for Enterprise. This is the proven process we know helps organizations achieve results as soon as possible.
As soon as you’re a Drift Customer, your dedicated Customer Success Manager will walk you through a roll out plan during your Kick Off Call.
We’ll get the ball rolling as soon as your team is ready. During the kick off call, we’ll discuss goals and metrics, and determine a rollout plan complete with Playbook ideas. We’ll also set milestones so can track your progress.
Check out what we’ll walk through during our kick off here.
The next step will be all about finalizing your conversational strategy to align with your Sales and Marketing goals.
PLAYBOOKS: Based on your Sales and Marketing strategy, we will walk through how to build a Playbook that helps you achieve your goals. We’ll also discuss Conversational Marketing best practices.
INTEGRATIONS: Drift fits in almost any marketing technology stack. Our team will walk you through our native integrations and if needed discuss custom integrations with your operations team to ensure Drift will support your current workflow
We’ll make sure your Drift account and Playbooks are configured correctly before you go live.
TESTING: After the initial working session, we'll double check to make sure the final version of your Playbooks are good to go. Your CSM will help do any final testing and QA'ing of the the initial Playbooks and settings to make sure that the rollout to the team goes smoothly.
LAUNCH: We'll also finalize the official launch plan to make sure our team has provided every detail to make sure you’ll be successful with Drift.
TRAINING: An official training session will be held for your sales team, hosted by your CSM. In this session we'll review Drift from the ground up, including the value that Drift can bring to the team, the official rollout plan, and a walkthrough of the tool itself.
This article will also give them all of the basics to get started.
This week we’ll flip the switch and go live with Drift on your website.
During go-live we’ll be standing by to ensure conversations are flowing, meetings are getting booked and your revenue pipeline is growing. Over the next week we’ll be there to support your team as they get used to managing conversations in Drift.
Going live is just the start. After initial launch, we’ll align your sales and marketing teams to review initial results and provide recommendations on next steps.
Your CSM will do a qualitative review specifically with your sales team to provide best practices regarding handling incoming conversations.
From a marketing perspective, we’ll review metrics regarding playbook conversion rates, meeting management and conversation performance.
Based on these initial results and recommendations, we’ll provide a blueprint for the next go live round.
Now that we have initial launch under our belt, we can start iterating and expanding into more sophisticated Playbooks.
Based on results from initial playbook and go-live, we’ll construct a strategy for your second playbook.
Often V2 incorporates more sophisticated playbooks such as Account Based Marketing.
We’ll also provide recommendations based on Conversational Marketing best practices.
Similar to the first time around, your Customer Success Manager will help you with your second go-live and provide a roundup of all of your results so far.
GO LIVE V2: After analyzing initial results we’ll have plenty of data to know what to try next. Our customer success team will work closely with you to find new ways to drive more ROI with Drift.
ROI REVIEW: Your Customer Success Manager and Account Executive will do a deep dive in your Playbook conversion rates and conversation reports. Check out this example of what you can expect.