CRM Customer Success Plans
Make the most of your CRM with expert guidance, hands-on support, and helpful resources to help your team get up to speed, improve sales processes, and identify new areas for growth.
Our CRM Customer Success Plans
Essential Success Plan
Set your company up for success with self-serving resources available 24/7 through our Essential Success Plan.
- Enjoy on-demand resources & services, including access to a portfolio of services through our Service Catalogue.
- Got a query on a CRM feature or functionality? In-product assistance is available to everyone on the Essential Plan.
Standard Success Plan
Take your CRM one step further and grow your business effectively with the Standard Success Plan.
In addition to all the features included in our Essential Plan, our Standard Plan also includes:
- Complete control over important CRM configurations and customisations to tailor the solution to complement your business strategy, with the help of a CRM expert.
- Extensive support is available via email, telephone, and Live Chat so that businesses can focus on what really matters to them
- Benefit from exclusive access to Customer Webinars with live Q&A sessions
- Get answers faster and see continuous productivity improvements, enabling businesses to maximise customer lifetime value to drive sustainable growth.