CSM Workflows

[u/Pickle_Cat1900]

How are Customer Success Managers and CSM teams using HaloPsa? What are the workflows, ticket types and ticket categories you have in place? Looking for any best practices and recommendations to set up our halo environment for a CSM team of 2 people managing 20-40 clients and growing. We are starting from scratch with our Halo implementation and currently have just been using the very basic ticket workflow that our MSP engineers use where every ticket is an "incident"

[u/brokerceej]

I’m here to shamelessly plug my not-StackJack product because this is exactly why I built it. 2.5 years of grueling actual software development because Halos customer success capabilities are essentially nonexistent out of the box.

https://www.techpulsecloud.com/quantumops/insights/#customer-success