Our Client Experience team is committed to guaranteeing that our clients receive the highest level of support and resources to ensure their success. 🙌 Once you're live with GivingData, we have two primary teams here to support you - the Client Success team and the Client Support team, working collaboratively to assist our clients.
Client Success focuses on fostering a 1:1 long-term relationship and maximizing the value you derive from GivingData. Their role is to understand your goals, align your needs with the capabilities of the product, and provide guidance on how to leverage the product effectively to achieve desired outcomes. Client Success Managers (CSMs) act as strategic partners, proactively identifying opportunities for improvement, offering personalized recommendations, and ensuring our clients realize the full potential of their investment.
Touch points with your CSM will be geared around:
Product best practices
Product Optimization
Additional training
Meanwhile, our Client Support team is available Monday to Friday, from 8am to 8pm EST. This team primarily addresses issues and challenges clients encounter with the GivingData platform. It involves troubleshooting technical problems, resolving issues promptly, and providing assistance to ensure smooth usage. Their focus is on delivering timely assistance to restore functionality and minimize disruptions to the client's operations. You can easily reach out to our Support team at [email protected] or by using the in-app webform from your GivingData site. The Support team specializes in:
Technical troubleshooting
Resolving site issues
How-to guidance
Our team is here to ensure you have a seamless and productive experience with GivingData through our your client journey. 💪 The graphic below outlines the various stages GivingData clients progress through, highlighting key milestones and the support provided at each stage.
