Customer Success & Sales

March 7, 2019

Evening event hosted at Uberflip (370 Dufferin St., Toronto)

Workshop hosted at Loopio (310 Spadina Ave., Toronto)

Agenda

2:00 - 5:00 | Workshop (more information below)

5:00 - 6:00 | Break (transportation will be provided from Loopio to Uberflip)

6:00 - 7:00 | Networking, food, drinks, games

7:00 - 7:10 | Opening remarks

7:10 - 7:25 | Community Announcements

7:25 - 7:35 | Fabienne Gordon: How to Rumble with Energy, the secret to successful client meetings

7:35 - 7:45 | Natasha Narayan: CS and Sales - Better Together

7:45 - 7:55 | Daniel Whistler: Avoiding Communication Breakdown

7:55 - 8:45 | Panel Discussion: How CS & Sales Can Support Each Other

8:45 - 9:00 | Closing remarks


Speakers & Panelists

My-Profile-Pic-1.jpg

Elizabeth MacAulay-Italiano

Founder & Managing Director

WnTD

 
Image-10.jpeg

Ed Valente

Head of Customer Success | Sales Solutions

LinkedIn

 
9FQOZU4R.jpg

Natasha Narayan

Regional Director, Sales

Gainsight Canada

 
Image from iOS.jpg

Jack Obermeyer

Regional Director, Enterprise

Gainsight

 
FabienneGordon_Headshot.jpeg

Fabienne Gordon

CS Executive

Hearsay

 
0.jpg

Daniel Whistler

Director of Customer Success

Achievers


Workshop (Sold Out)

 
 

Perfecting the Sales to CS Handoff

Led by: Elizabeth MacAulay-Italiano

Location: Loopio (310 Spadina Ave)

20180920_BenWinn_Uberflip_NancyKim-NSBKIM-6940.jpg

We will cover: 

  • Why it’s important and the impact on CS and organizations as a whole 

  • How to get Buy-In

  • The 5 Systematic Steps for Creating and Executing the Sales to CS Handover Process 

  • What to do when you don't get buy-in from Sales 

  • Strategy and Tactics for CS Leaders on how to enable their team's Sales to CS Handoff efforts

*There will be a pre-read, which will take approximately 15 minutes and sent out to attendees prior to the event. 

*There will be exercises during the workshop and takeaways for attendees to leave with at the end of the workshop.