CONTEXT / SCOPE
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This mainly pertains to the following services: Learning, Compliance and Credentialing Software. The Customer Success Department will not get involved in account creation involving Credentialing Services (a.k.a. “Fully-Managed Credentialing”). If, however, a Credentialing Services account contains one of the other services, we will step in and create those accounts as well.
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Initial Review and Set-Up
The Pre-Signup Form
Before creating an account, we need to double-check and confirm the information below. To do so, open the SF opportunity (which is the Opportunity URL that appears in the slack channel), the SF account, the contract and the main contact point.
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Once the account is created, select the corresponding modules according to the contract by clicking on the “Permissions” button following the matrix on the Permissions.xlsxspreadsheet.
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Assigning a CSM to the Account
The CS Operations Department will assign the new account to the next CSM available according to their BOB MRR amount and how many accounts the CSM currently has in
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