Meet Our Customer Success Managers | Velotic
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Meet Our Customer Success Managers

Learn how "industrial ghostbusters" can help organizations address complex industrial challenges, leverage expertise and innovative solutions to drive success.

Blog 3 min read

Take Advantage of Your Customer Success Entitlement


Have you ever walked miles and miles at Disney World or another theme park? Thanks to the Disney cast members (employees), you can quickly learn all the ins and outs - from where the rides are, to where you can eat with your meal plan, to where the closest transportation is.

When you are unsure, you can turn to a cast member, and they will send you in the right direction. Because of their help, you can have a better time and got the most value from your vacation. It saves time and steps.

Such is the role of Customer Success Managers (CSM) at Velotic– helping customers get more value by being knowledgeable and available on their behalf.
Get Pointed in the Right Direction

Get Pointed in the Right Direction

Customers make investments in our products and services but often need help answering questions such as:

  • What’s included in my entitlement?
  • Who do I call for support?
  • What training am I entitled to?
  • How do I renew my support plan?

Much as you can get lost at Disney, customers may be lost in terms of what they own when they have a relationship with Velotic.

By working with customers and being available to help them on their journey, Customer Success Managers add more to their investment. This closeness helps improve their experience with Velotic. Additionally, this relationship helps our CSMs listen for other problems that they could potentially solve for the customer.
Customer Success Superheroes

Customer Success Superheroes

A CSM can act the same way as a Disney cast member: working with our customers to ensure they get the quickest and highest value from their investments. A CSM is someone who knows the ins and outs of Proficy software offerings and resources.

By utilizing their CSM, customers can quickly get the most value out of their entitlement. Customers have access to sales people, services engineers, support engineers to name a few. Each of those groups is good at what they do, but they each have a focus on their individual function. A CSM can take a step back and look at the overall health of the customer as well, looking at areas such as Commercial, Professional Services, Support, Engineering, and Adoption.

As an example of CSM responsibilities, one of our CSMs works with a major automotive manufacturer. You can discover how this customer improved efficiency and quality by watching a session from the Proficy User Conference.

The bottom line: take advantage of a Customer Success Manager. A CSM can reduce frustration as well as identify entitlements you might not be aware of – in the end, improving your experience and accelerating outcomes.

Learn more about the Customer Success Manager team. 

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