Customer SuccessGet onboarded Zmoothly & let our CSM guide you!
Table of Content
We know using new tools for your sales team can be overwhelming & frustrating but it’s not going to be the case with ZELIQ! Our tool is designed to make it easy for you to learn & use. Plus we have a dedicated team of CSM who will guide you through every step of the way, making your onboarding journey as zmooth as possible.
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What can you expect from Onboarding:
D-day : Kick off
Account set up
Training on the platform (Q&A)
D+3 : Integration set up
CRM - Hubspot
Aircall or Ringover
Tools switching & leads transfer (from Lemlist, la growth machine, apollo,Lusha, etc), if applicable.
D+14 : follow up call (feedback , Q&A)
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Subsequently:
Regular email to set up a call (feedback , Q&A)
Personalized support replying within 24 hours
Goal setting:
Number of leads assigned per week
Number of tasks for BDR
Number of calls connected
Sequences sent
Etc
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Best Practice
Do A/B tests
Personalize the message as much as possible.
Tips: Consider using our “Personality Analysis” feature
Insert links to be able to measure customer interest against click rates
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Other Perks:
Get invited to ZELIQ events
Apart of being a ZELIQ ambassador means you get to vote on product development
Get commission when you refer ZELIQ to your network here (https://www.zeliq.com/partner/)