Our Process
We’re not successful until you are.
As your go-to contact throughout the life of your account, your Customer Success Manager will continuously work with you to achieve your goals and help you get the most out of Documoto. They will support you in onboarding, user adoption, training, growth, and beyond.
Onboarding
- We provide you with an onboarding plan, access to our online training portal, and support with the initial setup and configuration of your Documoto tenant.
- We meet with you weekly and provide best practices for configuration and roll-out planning.
Adoption
Once Documoto is configured and deployed, your Customer Success Manager will:
- Support you as you implement the program across your lines of business.
- Monitor usage monthly in your Documoto tenant and ensure that usage, including logins and active users, new content creation, and user adoption are growing as expected.
Growth
- As new features or add-ons become available, your Customer Success Manager will introduce them to you, offering the support you need to access and leverage these tools for maximum benefit.
- When your business grows enough that you find yourself in need of add-on modules or an increased subscription limit, your Customer Success Manager can guide you through the process of adding capabilities within Documoto.
- Your Customer Success Manager will share new and exciting information about our company, upcoming product release information, and any relevant best practices that we uncover to improve your experience with the product and help you grow.
Ongoing Support
We want to make sure you’re getting the greatest possible benefit from Documoto for the duration of our partnership. In the long term, you will connect with your Customer Success Manager a few times a year to discuss new product information, company news, optimization, and best practices suggestions. That’s just the minimum! Your Customer Success Manager will always be available to answer any questions and support needs about day-to-day usage.
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