Customer Success

Hand off customers smoothly

Hand off customers smoothly

Hand off customers smoothly

Streamline customer onboarding by automatically generating sales-to-success handover documents

Streamline customer onboarding by automatically generating sales-to-success handover documents

Streamline customer onboarding by automatically generating sales-to-success handover documents

Situation: A new customer needs to be onboarded and you need comprehensive context from all sales interactions and implementation requirements.

How Coworker Helps: Generates handover documents incorporating all call transcripts, CRM notes, implementation plans, and Slack conversations.

Time Taken: <5 mins

Impact: Faster time-to-value for new customers and reduced churn rates.

Tools Used:

Coworker

Make work matter.

Coworker is a trademark of Village Platforms, Inc

SOC 2 Type 2

GDPR Compliant

CASA Tier 2 Verified

Company

2261 Market Street, 4903
San Francisco, CA 94114

Coworker

Make work matter.

Coworker is a trademark of Village Platforms, Inc

SOC 2 Type 2

GDPR Compliant

CASA Tier 2 Verified

Company

2261 Market Street, 4903
San Francisco, CA 94114

Coworker

Make work matter.

Coworker is a trademark of Village Platforms, Inc

SOC 2 Type 2

GDPR Compliant

CASA Tier 2 Verified

Company

2261 Market Street, 4903
San Francisco, CA 94114