Hidden Pitfalls of CS Platform Implementations w/ Marley Wagner, EverHealth

Marlee Wagner, Head of Customer Success Programs & Strategy at EverHealth, shares a cautionary tale about a failed CS platform implementation due to overlooked data infrastructure incompatibilities, and provides crucial advice for evaluating customer success platforms.• Carefully examine your data infrastructure compatibility when evaluating new platforms• Involve RevOps early in platform evaluations to avoid technical mismatches• Consider three critical data aspects: validity, access, and infrastructure compatibility• Consult with marketing teams who have previously integrated with your CRM• Include the future platform administrators in the decision-making process• Hire administrative talent before finalizing platform selection when possible• Start with small pilot programs when implementing new processes• Build relationships with cross-functional teams to ensure alignmentFollow Marley on LinkedIn: https://www.linkedin.com/in/marleywagner/🌐 Website https://www.joedoestechtouch.com/📰 Subscribe to the JDTT Newsletter –  Get raw insights, no-fluff frameworks, and tech touch tactics straight to your inbox: https://www.joedoestechtouch.com/jdttnewsletter 🎙️ Be a Guest on the Podcast Have a CS horror story or digital-first strategy worth sharing? Submit to be a guest:https://www.joedoestechtouch.com/podcast 🔗 Connect with Joe on LinkedIn https://www.linkedin.com/in/josephdigrande📺 Watch Full Episodes on YouTube: https://www.youtube.com/channel/UCaH58ojbaWym4ej_PedQ4Fw_______________________________Tools:Logitech Creators Blue Yeti USB Microphone: https://amzn.to/4nHOFDNLogitech Brio 4K Webcam: https://amzn.to/3GtKsmxSony WH-1000XM4 Noise Cancelling Wireless Headphones: https://amzn.to/44Q0xv4Apple 2024 MacBook Pro Laptop: https://amzn.to/4lH6u3W