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In this tutorial, the focus is on optimizing team productivity through the selection of the right customer success software. The speaker highlights the abundance of options available and poses essential questions regarding the demo process, such as which software to evaluate, how many demos to attend, and how to score each application. It emphasizes the importance of preparing questions in advance and considering whether a customized demo is necessary. To provide insight, Gemma, a customer success leader at Chili Piper, shares her team’s experience in selecting a software solution aimed at scaling their efforts and enhancing customer care without simply increasing team size. The discussion covers their selection process, outcomes, and future plans.
