Integration excellence: tips and tricks for customer success and support teams

Supporting and creating customer success after your customers start using your product integrations is just as important as building and maintaining them.

As part of the customer support and success teams, it’s crucial to provide the best customer experience and support when it comes to the integrations you offer. What are the key steps to seamlessly onboard your customers and what escalation paths do you take in partnership with Merge?

Amy Leung, a Customer Success Manager at Merge, and Yash Gogri, a Solutions Architect Merge’s Customer Success Manager, discussed the following:

• The value and benefits of Merge to your customers
• Merge’s security
• Steps to onboard your customers to start using your integrations
• How to use the Merge Dashboard to identify and resolve customer set-up errors
• Paths of escalation for support