What is Customer Success? Glad you asked! Formstack is happy to announce that we offer an onboarding program for Platinum or higher account holders through Customer Success. Your Success Manager will be your sidekick; he’ll provide training and help you implement the Formstack features that are most valuable to you and your business so you are set up for success.
As Formstack’s new Customer Success Manager, Tim will use his knowledge of the Formstack platform, our third-party integrations, and training techniques to propel the onboarding experience in a way that is tailored just for you.
Want to know more? We asked Tim to tell us a little bit about himself and his new role. See below for the full Q&A!
What will your role be as Customer Success Manager?
I’ll be providing training for new clients and serving as their point of contact for their first 60 days with Formstack. After that, I’ll remain as a technical resource if issues arise and will work with their Account Manager to assist with those issues.
How will you be helping customers?
I’ll be contacting clients when they sign up to see what they hope to achieve using Formstack. Then I’ll put together a training session that will highlight how they can best use Formstack to accomplish those goals. From there, I’ll remain in touch to make sure things are running smoothly and provide scheduled support calls, if needed, during that period.
What are the top three Formstack features you see customers using that they can’t live without?
- Approval Workflow
- Conditional Logic
- Google Integrations: Sheets, Drive, and Calendar
What are YOUR favorite Formstack features?
- Themes Editor
- Salesforce Integration
Any other interesting tidbits we should know about you?
I have lived in Indianapolis with my substantial bobblehead collection for the past three years after previously calling Muncie, Indiana home. When not at Formstack, I’m usually at the movies, visiting a local brewery with friends, or seeking out a good pinball machine.
Interested in learning more about the awesome support we offer at Formstack? Click below to read about our biggest wins from 2015.