Azuqua Releases Newly Designed FLO Platform

After months of hard work, we’re happy to announce Azuqua’s newly designed FLO platform. We’ve revamped Azuqua’s technology in order to further develop our product by improving usability, restructure the foundation to better handle the scale that we’re now operating at, meet the reliability requirements of our customers as we grow, and to bring you many new features that you’ve been asking for. Read more »

FLO Of The Week: Faster Customer Resolution By Escalating Issues From Salesforce To Smartsheet

FLO Of The Week: Faster Customer Resolution By Escalating Issues From Salesforce To Smartsheet

Your team members that have the first communication with a customer often use Salesforce, but the support team that fixes customer issues might use Smartsheet.

A lot of our customers, for example, use Smartsheet to keep track of tickets and triage them according to severity. They might prefer to use it because it not only organizes tickets, but also provides an at-a-glance overview of the queue ideal for managers. Read more »

Increasing Stakeholder Buy-In Without Lifting a Finger

Increasing Stakeholder Buy-In Without Lifting a Finger

Stakeholder buy-in is all about motivating your people. Everyone knows that proper communication and management of priorities is important to motivating stakeholders.

Yet, the dismal reality is that many project managers fail to overcome the handicaps. In fact, 52 % of marketing teams report that they frequently miss their deadlines. How can we set up a project from the beginning so that our problems don’t compound down the road? Read more »

FLO of the Week: Zendesk and Salesforce

FLO of the Week: Zendesk and Salesforce

Although there is a built-in connector between Salesforce and Zendesk, there are important limitations. The built-in Salesforce connector pulls in Zendesk information as a static, visual widget, whose data points are not manageable by Salesforce. Further, this information is not a formal Salesforce object, like a case, and cannot be manipulated by Salesforce. Read more »

Flo of the Week: Automatically Sync Workfront and Jira

Flo of the Week: Automatically Sync Workfront and Jira

This week’s FLO is presented by Derek Adams, CSM.

Often marketing teams need to call on web development resources to complete projects like landing pages. The problem is that both teams use different project management tools. The marketing and project management teams use Workfront, while the developers use Jira.

Because of these separate tools, task management often falls through the cracks. Project managers often rely on Read more »

4 Ways Customer Success Can Increase The Close Rate of Upsells

Increasing Close Rate of UpsellsSo, you’ve already designed your success milestones with our handy checklist. This has illuminated the path to qualifying more customers for an upsell. Now your question is- how can I increase the close rate for these customers?

As a CSM, you remain a big part of the conversation. Here are some ways customer success can get involved with the upsell to vastly improve the success rate.

Read more »