Working with Your Business Partner

Once you begin your onboarding process as a customer, you will be assigned a Business Partner. Business Partners assist you in setting up your company and ensure that your experience is the best one possible. You can contact your Business Partner via email or phone number for any assistance you need.

Business Partners provide the following services:

Sales Planning Support

  • App Setup
  • Enablement and Training
  • Data Setup
  • Lead Routing Setup

Strategy/Process Support

  • Performance Review
  • Assess Business Priorities
  • Market Opportunity Analysis
  • Go-to-Market Planning + Ongoing Assessment
  • etc.

To submit a support request, head over to the support desk.