Customer Success
Customer Success Services
Strategize. Optimize. Grow.
Our team of dedicated Customer Success Managers are committed to educating and empowering you with the tools to meet your business goals.
Offerings For Success
We educate, collaborate, and advocate for your success.
Dedicated Success Manager
From the initial platform integration to building complex retention campaigns, your dedicated CSM will be counseling you every step of the way.
Deliverability Support
To make sure you maintain a healthy deliverability reputation score, your CSM provides continuous support and guidance.
Strategic Planning
Let the creative juices start flowing. We’ll work together to design highly effective acquisition and retention campaigns to meet your roadmap and benchmark goals.
Technical Integration
Our team of experts will make sure you have a smooth transition to Customer.io’s platform. With a well-defined migration and integration process, we guarantee you will launch your first campaign in 90-days or less.
Product Adoption
Customer.io provides a structured onboarding program to quickly get acquainted with the product’s tools, terminology, and documentation.
Feature Insight
Be the first to learn what we’re building at Customer.io, and how it can help your business grow. From beta features to new features, your CSM will provide hands-on training to ensure a seamless rollout.
Technical Support Services
All plans have access to our Community forum, which is managed by our team of internal support engineers and external power users. Techincal support is always an email away, with a 2-hour response time for urgent matters during normal business hours for customers on our Premium and Enterprise plans. Enterprise customers can also opt in to having a dedicated technical account manager for their account.
12-Month Strategy
Learn from monthly deep-dive calls and Quarterly Success Reviews to improve initiatives, optimize campaign strategies, and leverage insights.
Feature Request Escalation
All you need to do is ask. We’ll prioritize the features you need most.
“It’s crazy how much we look forward to our sessions with our CSM. I intuitively know we can review your documentation – but our CSM makes everything simple, understandable, and her ability to demo it on our actual data and workspace is exactly what a novice team needs. We stockpile our questions for our cherished meeting – and then we execute our campaigns.”
Jay LeBoeuf, Head of Business Development, Descript
“Having a dedicated CSM has been really important for us. It’s nice having a go-to person to troubleshoot rather than having to email support and explain your problems to multiple people. It honestly feels like a partnership, which is nice.”
Lauren Triano, Senior Manager, CRM at Billie
“Our CSM has been freaking amazing to work with. I’ve never had anybody in a customer support type position that has been super helpful like she has.”
Fixd Repair, Cinch Home Services
