Our Customer Success team have created a simple implementation process that empowers your teams to be self-sufficient in managing and driving adoption of Clientshare within your business. This is where the Primary Contact role comes into play. 

What is required of a Primary Contact? 

Who should I choose to be the Primary contact? 

There are 3 key factors that make a Primary Contact successful in implementing Clientshare: 

1. Time  

A Primary Contact should expect to spend a maximum of 2 working hours a week during the implementation phase (on average, this will be over a 30-60 day period, depending on your team’s commitments). This will decrease over time.  

2. Seniority 

Whilst a Primary Contact doesn’t need to be C-Suite, it’s important they understand the big picture of how Clientshare aligns with strategic business objectives. Particularly when they communicate Clientshare to Account Management teams. 

3. Department  

Successful Primary Contacts often work in Account Management, Sales, Operations, Transformation, Retention and Service Delivery. Every business operates differently, and organizational structure will dictate which department your Primary Contact should be based in. Choose wisely!

Read more:

What is NPS and why is it your most powerful metric?

How to create and share a review with Clientshare Pulse

What are Pulse Index Questions and how can you customise them to fit your organisation's needs?

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