CUSTOMER SUCCESS Conquer your Customer Success challenges Wrk completely automates simple to complex processes, so that your Customer Success team can focus on what’s most critical—face time with high impact clients and nurturing strong relationships with all customers. Customer Success & Automation In our Customer Success Hub, you can sift through our comprehensive Survive Today, Thrive Tomorrow white paper, watch an informative interview that we did with Stephanie LeBlanc, and explore our customizable Customer Success Wrkflows to your heart’s content. If you want to delve deeper into what Wrk can do for your HR team, then why not book a meeting with one of our Automation Specialists? Discover Ready-to-Use Wrk Actions to Automate Your Customer Operations Today Add Task in Asana Create a new task in a project in Asana Add Product to Google Business Listing Store Add a new product into a Google Business Listing store Add Row in Google Sheets Add a row to an existing tab in Google Sheets Add Text to a Google Slide Add, replace, or remove text in a Google Slides presentation Add Image in Powerpoint Add and format image in a slide in Microsoft Powerpoint Add Note in Salesforce Add a note to a lead, account, contact, or opportunity in Salesforce Add Tag to a Ticket in Zendesk Add a tag to an existing ticket in Zendesk Calculate Distance in Google Maps Capture the travel distance between two locations using Google Maps Call to Obtain Information Make a phone call with a script to obtain information from the call recipient Check Out How Businesses are Using Wrk for Customer Success Personalized Pitch Deck Creation Use this Wrkflow to generate custom presentations and receive internal and post-pitch feedback. Client Reporting Use this Wrkflow to automate client reporting processes and improve your customer success strategy. Ticket Resolutions Use this Wrkflow to automatically resolve Customer Support tickets. DISCOVER AUTOMATION FOR CUSTOMER SUCCESS Learn How Automation Can Help You Retain Customers In this white paper, we outline why customer retention is more important now than ever before, and explore how your customer success team can adopt Wrk’s seamless automation platform to achieve their goals more effectively. Enter Your Name* First Last Company Name* Business Email* Δ EXPERTS @ WRK Managing Customer Success Teams During Unprecedented Times Our Director of Marketing, Kelsea Gust, sat down with Stephanie LeBlanc, Director of Customer Success at Coveo, to unpack the impact of recent unprecedented times on Customer Success teams. Learn how Stephanie maintains strong ties with both her team and customers in this remote world, how constraints breed innovation, and what lessons she seeks to apply post-pandemic. For sound, click the bars to the left of the gear icon in the video control bar. Wrk integrates with all your favourite Customer Success Tools. Need to integrate with software that doesn’t have a public API? No problem. Wrk doesn’t rely on APIs to connect to your systems, so there’s nothing standing between you and the data you need. “Customer retention has always been a key strategy to foster a loyal client base. In fact, many experts believe that a 5% increase in customer retention rates can yield more than 25% in profit increases.” More on Automation for Customer Success Check out our most popular posts to discover how you can add automation to your Customer Success toolkit today. Sales 14 mins read Sales Automation 101: How Automation Supports Your Sales Processes Marketing 18 mins read Automated Marketing: A Guide to Increasing your Reach and Communicating the Benefits of your Product Automation 16 mins read 7 Processes Your Business Should Automate Success 7 mins read Conquer the Challenges of Client Onboarding in a Remote World Success 7 mins read The What, How, and Why of Automated Client Reporting
Calculate Distance in Google Maps Capture the travel distance between two locations using Google Maps
Call to Obtain Information Make a phone call with a script to obtain information from the call recipient
Personalized Pitch Deck Creation Use this Wrkflow to generate custom presentations and receive internal and post-pitch feedback.
Client Reporting Use this Wrkflow to automate client reporting processes and improve your customer success strategy.
Marketing 18 mins read Automated Marketing: A Guide to Increasing your Reach and Communicating the Benefits of your Product