Common workflows
Onboarding a customer, setting up renewals, winning one back.
Connect usage data for an account
Connect product usage sources, reconcile external account IDs, map feature keys to adoption goals, and track customer usage signals on account records.
Admin · 4 min readGive a customer access to the portal
Invite customer contacts to the ValueRamp portal, configure role permissions, set notification frequencies, and manage plan-level visibility.
Admin · CSM · OM · 4 min readHand off an account from sales
Transfer deal context from sales to customer success, review why the customer bought, examine delivery commitments, and inspect political dynamics.
CSM · Admin · OM · 4 min readOnboard a new customer account
Create a new customer account in ValueRamp, assign an owner, review sales handoff notes, and launch the customer's onboarding plan.
Admin · CSM · OM · 4 min readRun an onboarding from kickoff to go-live
Take an account through its onboarding phases, track the schedule against the target go-live date, work the tasks, and coordinate the team.
OM · CSM · Admin · 5 min readSet up a plan with tasks and milestones
Create onboarding and project plans, organize tasks into milestone phases, track schedule health, and assign internal and customer owners.
CSM · Admin · OM · 4 min readSet up renewals and the renewal window
Configure contract renewal lead times, set grace periods, and track upcoming customer renewals with In Window indicators and pipeline opportunities.
Admin · CSM · 4 min readWin back a former customer
Identify churned customer comeback opportunities, analyze historical exit feedback, review tailored re-engagement drafts, and dispatch outreach.
CSM · Admin · OM · 4 min read