CUSTOM SUPPORT FOR SUCCESS

What we do together

Our all-in-one platform is not the only thing we personalize for you. Your customer success is your go-to person whenever you need guidance and support for your social impact projects. There are humans behind the technological platform you implemented, and they are here for you.

Meet the team

CUSTOMER SUCCESS

Your own dedicated customer success account

You’re not alone: your customer success account is there to help you reach your goals and improve your social impact projects. From how to use the tool to the best way to how to improve your ROI, your CS account is available to give you tips, best practices and answer your questions.

Keeping you satisfied

Our customers have unique challenges that require a high degree of expertise in a specific subject. The customer success team has been trained to provide insights on how to tackle complex processes.

Focusing in efficiency

Our customers are mission driven and should stay busy with things that matter the most for them. This is where Optimy plays a big role to assess performance regarding efficiency.

Working independently

We are always there for our customers, of course. But using Optimy is intuitive and easy so we also want to make sure that every user gets hands-on training in order to master the platform autonomously.

CUSTOMER SUCCESS vs SUPPORT

From fixing to empowering

At Optimy, we value your time and investment. So along with your Customer Success contact, a Customer Support team also follows your projects. Their job? Fixing what might be broken. From there, you’ll be able to get back on track and fulfill your amazing social impact projects with the help of your Customer Success. Their goal? Making sure that you reach your expected outcomes by using your Optimy solution.

Proactive vs Reactive

By its very nature, Customer Support addresses problems that have already reached the boiling point, whereas the goal of Customer Success is to create an environment in which these problems (one of the greatest of which is churn) become impossible.

Strategy vs. Tactic

Customer Support addresses the immediate, the here and now. If there is a problem, their entire focus needs to be on resolving the problem and taking steps to make sure it doesn't happen again. Yet the role of Customer Success is to help clients achieve their business goals. Huge difference, and it requires planning for the long term plus working across many different departments within their client's organization, all while encouraging their best customers to contribute testimonials, referrals, and product improvement suggestions.

Got a question for us?

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TALK TO CUSTOMER SUCCESS

TESTIMONIALS

Trusted by thousands of clients worldwide

"We needed a way to show our senior leadership team that marketing was producing results, and that’s hard when your metrics are scattered. The Optimy dashboard saved the day."

Lindsey C, Community Specialist

"Optimy allows us to review projects in a better way. It's really useful to keep track of each project and trackback the evaluation that was done. Everything is very findable and manageable."

Pablo D, Coordinator of the Commission

"Optimy helped us to be more aligned across our projects and I like that it’s and online tool. With these times we are living, the tool has a big positive impact on how we work as a team."

Xio F, Project Manager

1.5M+

CSR projects powered
by Optimy.

50%

Less admin tasks and
manual work.

300+

Happy customers
worldwide

SUCCESS STORIES