The Odoo Customer Success Team: What is our vision and mission, our daily tasks, and how to we make it work in Odoo.

1. Customer Success Team
Meet our Customer Success Team Experts
2018
Customer Success Team

2. Our vision and mission1
Q&A
2
3
5
Make it work in Odoo
Customer Success Team
2018
Our daily Tasks

3. Our Vision and Mission
 Creating Long term relationships with Customers & Partners.
 Providing with up to date information about our company and software.
 Bridging Customers & Partners and our support team.
 Customer and Partner Satisfaction.
As a member of the Customer Success team our main mission is the customer satisfaction and retention.
Customer Success Team
2018

4. Our daily tasks
 Ensure a regular follow up of all your end-users to check the project status.
 Showing new and existing features & version of the software.
 Ensuring constant access to customer databases.
 Providing support to our partners : company & product news
Customer Success Team
2018
 Be proactive:

5. Our daily tasks
 On issues & complaints from customers & partners.
 Finding solutions when a project is at risk.
 Follow up with support teams
Customer Success Team
2018
 Be reactive:

6. Our daily tasks
 Processing existing data from the internal system.
 Defining initial scope.
 Understanding customer activities and detecting next useful applications.
 Ongoing discussions with partners based on analysis.
Customer Success Team
2018
 In-depth analysis of projects:

7. Our daily tasks
 Analysing the best configuration available.
 Negotiating contractual terms.
 Ensuring on time renewals.
Customer Success Team
2018
Renewal of contracts:

8. Make it work in Odoo
 Ensure no duplicates exist.
 Ensure all contacts are linked to the correct company.
 Ensure Customer details are set correctly.
Customer Success Team
2018
Clean contacts:

9. Make it work in Odoo
 List of Sales/ Invoices.
 List of issues.
 Contracts.
Customer Success Team
2018
Customer overview:

10. Make it work in Odoo
 Gather ticket numbers.
 Direct followup from project app.
 Filters to keep an eye on the issues to be solved urgently.
Customer Success Team
2018
Urgent issues overview:

11. Make it work in Odoo Customer Success Team
2018
Quick Demo

12. Make it work in Odoo
 Filters on Salesrep/ Template/ Integrating partner.
 Eyes on next invoice date/ issues with subscriptions.
 Gather all key information (project history & next steps).
 Payment methods
 Next actions
Customer Success Team
2018
Contract Management:

13. Make it work in Odoo Customer Success Team
2018
Quick Demo

14. Questions & Answers
Customer Success Team
2018