Customer Success

Your Success is Our Commitment to You

We work closely with you through personalized business onboarding to meet your goals and priorities and technical onboarding to ensure your team is fully enabled to hit the ground running.

After onboarding, the Customer Success team helps expand the adoption of Salesforce and your apps. Periodic business reviews ensure that we understand your evolving initiatives and we make recommendations to help you get more value out of your investment.

We also invite all customers to help innovate CRUSH and ACE through direct channels to our product teams. And of course, we provide direct support contacts and a robust support community for your every need along the way.

Starting with initial installation and throughout our partnership, our Success Plans ensure that your sales enablement strategy is aligned to your goals and KPIs.

  • Best practices we’ve learned from working with hundreds of customers and multiple verticals (including industry and company size)
  • In-depth understanding of your business to deliver innovation and effective app configurations
  • Ongoing success and configuration support based on go-to-market strategy and business priority changes
  • Insights dashboard configurations based on your KPIs
  • Guidance from our certified Salesforce solution and support teams
  • Initial and ongoing end-user training
  • Upgrade support for our three releases a year


  • Conduct onboarding success meetings to:
    – Install your apps
    – Define your success and business objectives
    – Outline configuration requirements
  • Configure your apps
  • Configure Insights dashboards
  • Launch and train your team

Ongoing Success 

  • Engage with your CSM to accelerate value and drive deal velocity
  • Measure the business impact with your CSM and Insights dashboards
  • Ongoing configurations as your process and business priorities evolve
  • Admin and end-user webinars
  • Join the Prolifiq Community to gain access to Q&A forum, best practice sharing, training videos and our knowledge base
  • Participate in focus groups and the Customer Advisory Board

See What Our Customers Have to Say

World Class Support, Easy Deployment

“The team at PROLIFIQ provides world class support. They are a dream to work with!”


Contact us at now.