Partner Readiness Guide to Customer Success Plans
This guide will help you understand Customer Success Plans and how Consulting Partners can leverage a customer’s plan during an implementation or when providing managed services.
Partner Readiness Guide to Customer Success Plans With Customer Success as our core value, every single customer starts their Salesforce journey with easy and expert guidance provided by our Success Plans. This guide will help you understand Customer Success Plans and how Consulting Partners can leverage a customer’s plan during an implementation or when providing managed services. The learning resources in this guide are continuously evolving. Check back frequently to stay informed and leverage the most recent content.
Customer Success Plans Readiness Journey Innovative Tools, Guidance and Support 3 1 2 4 Say Hello to Know your Leverage your Partner Success Plans Customer’s Customer’s Success Success Plan Success Plan Access to the content on Partner Community, Partner Learning Camp (PLC) and Trailhead is available to all registered partners and Salesforce employees. Access instructions
1 Say Hello to Customer Success Plans Let’s get started! What are Success Plans? Salesforce.com Partner Community We've designed our portfolio of Success Plans to help every customer maximize outcomes by getting the right ★ Success Plan Highlights Access the latest updates support and guidance at the right time. We offer three ★ Compare Features and resources for Success plans. ★ Video Overview Plans in Partner Community Standard is our plan available for everyone, focused on self-guided resources. All the latest information on Premier provides specialized guidance and faster Success Plans Page Salesforce.com response times. Signature is our highest level plan designed to deliver the most proactive and personalized service. Access to the content on Partner Community, Partner Learning Camp (PLC) and Trailhead is available to all registered partners and Salesforce employees. Access instructions
2 Know Your Customer’s Success Plan Understand the features and benefits of each plan Signature Premier Standard The Premier Success Plan helps you start The Signature Success Plan helps you strong and discover new ways to get more The Standard Success Plan is our most clear a path for innovation and peak value from Salesforce every day with basic plan available to all customers with performance with a go-to advocate, personalized programs and expedited free always-on resources and essential specialized programs and the fastest support.. support. support. Key Features: Included is access to Trailhead, Key Features: Knowledge Articles, and Technical ● Onboarding & Success Reviews Support at Salesforce Help. ● Customer Success Manager ● Expert Coaching ● Proactive Monitoring ● Developer Support ● Specialized Architect Reviews Standard Plan Overview ● Fastest Technical Support Premier Plan Details Signature Plan Details Access to the content on Partner Community, Partner Learning Camp (PLC) and Trailhead is available to all registered partners and Salesforce employees. Access instructions
3 Leverage Your Customer’s Success Plan Maximize available support through your customer’s success plan Partner Success Plan Resources Overview It’s important for Partners to understand Success Plan offers and Success Plan Best Practices for Partners provides you with a features and how they may be leveraged during an implementation. step-by-step guide. As a trusted advisor, learn which plan your customer has and how to make the most of available resources. And there are Premier and ● Identify your customer’s Success Plan Signature plan benefits where it makes sense for partners to ● Understand the power of Designated Contacts participate together with Salesforce and our customer to drive ● Support Case creation and escalation alignment and customer success. ● Developer Support fundamentals ● Premier & Signature Plan Benefits Access to the content on Partner Community, Partner Learning Camp (PLC) and Trailhead is available to all registered partners and Salesforce employees. Access instructions
4 Partner Success Additional support: Engage with the Community Partner Community Resource Links Success Plan Datasheet Access all relevant resources for Success Signature Coaching Plans on the product page Sessions in Partner Community: Premier Coaching Sessions Success Plans Page Customer Success Score Partner Pocket Guide Access to the content on Partner Community, Partner Learning Camp (PLC) and Trailhead is available to all registered partners and Salesforce employees. Access instructions
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