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Greg Meyer

Customer Success and Product Leader

Bio

Customer-focused leader delivering results for startup to F100 SaaS customers. MBA with deep experience in customer service, marketing, and technical roles as a co-founder, team lead, and individual contributor for local and remote teams.

I love ideas that help customers and build better products.

Specialties: customer success, customer advocate, usability testing, product planning, process improvement, customer experience, customer relationship management (CRM), pre-sales support for small business and enterprise customers.

Recent Answers

Customer Service

We are building our support site for our mhealth platform end users on desk.com how do we organize the content?


Greg Meyer

Customer Success and Product Leader

The best way to learn about organizing the content would be to check out other Desk.com sites (see their customer page for examples). The knowledge base is two tiers (topics and articles) so it's somewhat limited but very simple to set up.

Text Messaging

Is there an existing solution to manage incoming text messages from multiple sales people to one number/system?


Greg Meyer

Customer Success and Product Leader

Hi there - depending upon your needs your should check out Zipwhip (takes inbound SMS on behalf of existing land line or Toll Free number); or a service like FrontApp (SMS is one supported channel). Alternately, build your own solution with Twilio.

Human Resources

What is the best way to get companies to pilot out an application? (Free)


Greg Meyer

Customer Success and Product Leader

Find the first company (small is fine) who might need your solution. Convince them you can help them succeed. Keep asking until they say yes. If you don't find that company, keep asking. You'll use the first "yes" to find more - don't give up!

Start-ups

Is it possible to start a business with competitors that are mainly outsourced overseas?


Greg Meyer

Customer Success and Product Leader

You can always compete by offering something your competitor does not provide (either different products, different services, different prices, or different target market). Start by finding out what your customer needs - then build a version of your product. Iterate, iterate, and iterate.

CRM software

What's a best practice workflow for using a CRM software E.g. #1 meet lead, #2 enter lead into CRM, #3 schedule follow-up activities with lead, etc.


Greg Meyer

Customer Success and Product Leader

The best practice workflow for using a CRM is: model something that already works. Imagine a very high-touch process where you list all of the steps for the "happy path" of a successful sale. Then, model that same process in your CRM.

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User ExperienceCustomer ServiceCommunityProduct MarketingCustomer ExperienceCustomer EngagementDrawingCRM software