FAQ

Get the answers you need, right here.

Still have questions?

Customer Success provides customers with self-service resources and expert guidance from our CRM, AI, and data experts through:

  • Success Plans: Our three levels of Success Plans help you get more value from Salesforce with innovative tools, guidance, and support from a team of experts dedicated to your success.
  • Professional Services: Get it done right with a full range of advisory and hands-on implementation services provided by the leading Salesforce consultants and architects.

There are a variety of ways to engage with Customer Success, tailored to your needs and goals.

If you’re a Salesforce customer, you already have our Standard Success Plan — self-guided, always-on resources accessible through Salesforce Help and Trailhead.

If you’re looking for personalized programs, expert guidance, and expedited support, we recommend our Premier Success Plan. For a proactive partnership and personalized experience, our Signature Success Plan will help you get the most value from Salesforce.

To fully explore your options and find which services are right for you, connect with your Account Executive.

How you define success is unique to your organization, and Customer Success is here to help you achieve your goals. Whether you measure success in quantifiable results or business value from AI adoption, we have the expertise and resources to help you get there, no matter where you are in your journey.
Do you want to help your team adopt Salesforce and reach specific goals quickly? We can help. Do you want personalized recommendations and best practices from Salesforce experts? We can help there, too. Do you need help connecting your data and building personalized customer experiences? We can help do that and so much more. That’s what we do. That’s why we’re here.
One of the results we're most proud of is our customer satisfaction rating. We're consistently rated within the 90th percentile by our customers. Also, many of our services have success metrics built in, so you can directly see how Customer Success impacts your own business. For example, with the Signature Success Plan, you can measure your progress across product adoption, customer expertise, and technical health with insights from your Customer Success Score.
 
 
 
 
 

Questions? We’ll put you on the right path.

Ask about Salesforce products, pricing, implementation, or anything else. Our highly trained reps are standing by, ready to help.

 

Or call 1-800-664-9073