Clarizen Customer Success Professional Services Automation
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Clarizen Customer Success Professional Services Automation
- 1. The Clarizen Salesforce Integration in Action at Clarizen
- 2. Professional Services Automation with Clarizen • Learn how Clarizen introduces the Quick Start Programs, interactive customized training sessions, with the Clarizen Salesforce integration • PO Submitted by Sales • New project created within Clarizen and linked to the Opportunity in Salesforce • Fields auto populated • CSM assigned and in the loop and more..
- 3. The Clarizen Salesforce Integration in Action at Clarizen Clarizen is introducing the new automated process of Quick Start Packages creation. The automation uses Clarizen’s powerful integration with Salesforce. Here’s how it works: 1. A PO is submitted with a Quick Start addition . 2. An Opportunity gets automatically created in Salesforce with all the Purchase Order data. 3. The Account Manager (Account Owner) marks the opportunity as „Closed Won‟.
- 4. The Clarizen Salesforce Integration in Action at Clarizen 4. Immediately, a new Quick Start Package (Project) gets created in „Clarizen Int‟ and is linked to the Opportunity (no more manual linkage…)
- 5. The Clarizen Salesforce Integration in Action at Clarizen 5. The Clarizen Project gets created in a folder called “Pipeline – Get Quickstart Package”. All fields get automatically populated. Fixed Price, CS Region, CS Package Type, CS Committed Hours, etc.
- 6. The Clarizen Salesforce Integration in Action at Clarizen 6. Assigned CSM needs to select the package and run the Custom Action “CS: Assign to CSM”. 7. All fields are pre populated but presented mostly to confirm the CSM assigned.
- 7. The Clarizen Salesforce Integration in Action at Clarizen 8. The Custom Action activates the Project and moves it to the CSM folder. 9. The CSM reports time in Clarizen‟s Time Tracking that is automatically reflected in Salesforce for full transparency with Sales. 10. Voilà ! How to create a non-packaged PS hours 1. The Organization level Custom Action „CS – Service Package‟ is still in place to allow CSMs to track time against committed hours which are not Quick Start packages 2. Note: Effective immediately, there is no need to manually create a Quick Start to avoid duplications .