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Click here to find out who you need to contact to get your Salesforce account set up

Click here to find out who you need to contact to have you Google/Gmail account set up

Contact our salesforce admins via the #salesforce_support slack channel

Click this link to find who to contact to set up your Gong account

Click here to find who you need to contact to set up your Slack account

Contact the Customer Success Enablement Manager for a Totango license

Download these two templates as you prepare for onboarding a new customer [TEMPLATE] Accelerate SOW | Revver + [CLIENT] .xlsx [TEMPLATE] Revver Onboarding Kickoff Deck - [COMPANY].pptx

Strategic Onboarding Dashboard

Use the TSM Cases Dashboard to monitor and update cases A situation requires assistance from TSM CSM creates Technical Support case on client SFDC account If consult by TSM is needed, include “Consulting” in the “Problem Type” selection field, a...

Why As a team, we have a goal of three business reviews each week. In order to track the number of business reviews completed, we need to have that information in Salesforce.  A report is in Salesforce that looks for events with “Business Review” as the su...

Notifications of new client will come through the #sales-cs-handoff channel The AE will @ mention the CSM who own's the account through the sales-cs-handoff channel workflow The CSM will reply in the thread of the workflow that they have scheduled a ...

Track which accounts do and do not have a Kickoff call by comparing these reports on the Strategic Onboarding Dashboard  Accl/Transformation Strategic Accounts Kickoff Call Scheduled