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You'd be surprised, Kev. Adding workflows to your current CRM can be a lot less taxing than administering a completely new tool (as thoroughly mentioned by others, above) and building the necessary integrations, not to mention the change management ramifications. Just food for thought. ------------------------------ Jeff Heckler Director of Customer Success Solutions ------------------------------

Hi Jeff, Thanks for the message. I am the CS department right now so I think the custom option #2 wouldn't be possible. ​ ------------------------------ Kev Robson Director of Customer Success Circuit ------------------------------

Wonderful conversation going on here. Great stuff. I have no affiliation or relationship to promote with any CSPs. From strictly my experience... 1. I've used and implemented CSPs, large and small. 2. I've build internal CSPs from CRMs: SFDC and Pipedrive. Consider Option #2. At least give it a look. You already have it in place. You already have the IP. ​ ------------------------------ Jeff Heckler Director of Customer Success Solutions ------------------------------

Hi Jeremy, Thank you for providing this update, scaling CS sounds like a wonderful opportunity! I look forward to the next meeting. I will be watching the recording from today for sure! Thanks, Stella ------------------------------ Stella Ikhnana IL ------------------------------

Thank you for sharing the recording! ------------------------------ Tevin Broner Channel Retention Manager Fathom WA ------------------------------

Talk about timely! Thanks for sharing! ------------------------------ Dan Ennis monday.com ------------------------------

Recording from today's session: https://whitehatsec.zoom.us/rec/share/_5S-2Jgq2i0dRVXwJJhJuvfE_4Yz9hQwTfKWS4VTSK0AcSswqTsz9gsFUplSNmfo.WeWqLwJGIeeQCZoA Passcode: R00t3f3? ------------------------------ Thank you, Jeremy Donaldson GGR Board Member Co-Lead: Events & CS Office Hours ------------------------------

Very timely article considering our discussion about a Tech Stack today. 5 Things to Consider When Evaluating Your CS Tech Stack ------------------------------ Mo Gorman Director of Digital Customer Success ESG ------------------------------