As a standard, CS works directly with Arrow clients to build a rollout strategy and timeline during onboarding.

They ensure timely setup and configuration requests at the client’s discretion.

They are responsible for client-facing onboarding tasks, which might require working directly with technical teams to implement integrations where necessary.

CS might also conduct in-person and virtual training sessions for specific users based on the number of users and level of customization of the platform.

Beyond the 90-day onboarding period.

Arrow strives to shorten the onboarding time period so that our clients and the breath of their teams can hit to ground running. Once clients are live, they have to option to enroll in ongoing Customer Success Management for $999/month.

Ongoing tasks include:

User Updates

  • Additional Users
  • Credentials
  • Phone number setup
  • Roles & Permissions
Uploading New Inventory
New Features
  • Guidance with feature adoption
  • Ongoing configuration needs
  • New Features Training
Deal Mode Updates
Marketplace Updates
Arrow Rules
Arrow IQ & Reporting
Marketing Lists
Billing Settings