In this blog post, Kevin Menezes, Sr. Manager, Customer Success, shares his best practices for getting started with Tines.
Over the past decade, I've worked closely with security leaders at all types of organizations, from Fortune 10 companies to organizations with 10 employees, as they deploy new security products to help them optimize and streamline processes. And here's what I've learned - it’s unusual - but not impossible! - to onboard customers quickly. With Tines, customers can automate complex and repetitive tasks in their first two weeks.
Today, I'm sharing 6 best practices to help new Tines customers get off to a great start with the platform, inspired by patterns that emerged among our highest-performing customers.
Let's dive in!
6 best practices for getting started with Tines
1. Take advantage of onboarding
At Tines, all our onboarding packages give your team access to a dedicated Customer Success Manager (CSM) as well as a Customer Success Engineer (CSE).
During onboarding, your team will have weekly calls with your CSM and CSE. During these calls, our team can answer questions, provide guidance based on your priorities and tools, and help train your builders on Tines and story building techniques. Between weekly calls, our best customers will build and optimize stories and ask questions through Tines support channels.