Customer Success Packages
We partner with our customers throughout their journey to ensure successful product adoption and satisfaction with a tailored success plan designed to meet their goals. We ensure our customers have access to a professional team of experts that will support them each step of the way.
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What you can get with our Customer Success Services
Plan for success
Get a clearly documented success plan designed for your needs
Frequent check-ins
Success checkpoints to frequently monitor goals, key metrics and time to value
Expert advisors
Highly experienced CSM and Consultant advice and best practices for higher engagement
Proven success methodology
Accelerate product adoption with a smooth transition
What our
clients say
We are passionate about customer success, which drives our team of experts to deliver comprehensive training and continuous account management to maximise results and improve customer satisfaction.
“We engaged with Provident CRM to help us completely overhaul our HubSpot implementation. We rebuilt our workflows, cleaned up our data an implemented a new interface with custom API Integrations. From the moment we engaged with them, they were an excellent partner. Not only did they provide guidance and knowledge they also had the right resources to help us implement our new HubSpot setup. I would highly recommend them.”
Gareth Cummings
Chief Technology Officer
“Provident CRM provided extensive staff training and customisation that works at an industry and business level. With our revamped site due to launch in the near future, we can see how customers interact with our campaigns, and track our results. Choosing SugarCRM was a great move, and working with Provident CRM has been brilliant. I really didn’t expect the amazing level of support that Emma provided.”
Lauren Blackler-Hinks
Marketing Specialist
“Provident was very good at understanding what we wanted to do. The team took the time to listen to our requirements and what we needed from the system. By asking us why we needed to implement specific functionalities, such as knowing what happened to workflows, we ultimately got the system we wanted with minimum fuss.”
Bill Painter
Head of Development EMEA at Lift Brands
“Our experience with Provident CRM has been excellent. The team has weekly support calls, and we know we can rely on Provident CRM’s Customer Success Experts to understand our business, respond promptly, and help us resolve any issues or questions.”
Victoria Elliott
Project Manager
Choose a success package…
Our customer success packages are designed to ensure a successful journey from defining business goals through to ongoing process optimisation, tailored to your needs. You choose the level of engagement, customisation and guidance based on your objectives, resources and timelines.
Customer Services Definitions
Customer Success Manager
- Will be the mentor, and main point of contact, who will guide and create a plan for success based on the customer needs. Implies proactive interaction and consists of a business guiding the customer throughout the entire journey.
Customer Support
- The Customer Support team will be your point of contact when involves straightforward assistance with technical problem solving and troubleshooting, such as bugs, integrations issues, etc
Consultant
- Consultant is an experienced professional or technical who provides expert advice in complex system/workflow to help clients transform the way they use their product.
Account Management
- Account managers are focused on customers queries and building a long-term relationship on a case-specific basis to respond to customers needs.
What is Customer Success?
Customer success is the ongoing practice of delivering customer experiences that meet or exceed expectations with focus on strengthening customer relationships, providing value and maximising results.
What’s the difference between customer success and customer support?
Whereas our Customer Support team is ready to respond to customers queries and resolve technical issues, our Customer Success team is proactively and strategically helping clients leverage their solutions, so they don’t miss out on an opportunity to achieve better results on an ongoing basis.
To find out more about our customer success plans, don’t hesitate to get in touch with us!
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