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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.

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)

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

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

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/)

Resources

The sugar boost you need to grow.