Using Distro For Your Customer Success Team

We deal with SMB businesses (restaurants specifically) and are closing a high amount of deals per week. We were looking to assign a CSM to an account without it having to be a manual process. i.e. have it hit a Slack channel and have reps claim it or have a sales rep remember which accounts go to which CSM.

In came Distro. We created a Customer Success Manager field on the Account Object in Salesforce and created a user reference field so that way we could run reports, see which accounts are in someones name etc.

We then created a specific router for our CSM team with all the rules to route appropriately. To assign it properly under Action it looks like this "Update OwnershipAccount.Customer_Success_Manager__c as Assignee ID".

Then under our rules we have it fire at a specific stage in our sales process. For us it's Closed Won. (Our final stage).

Then with Distro and Slack when that account is auto assigned the CSM gets a Slack message alerting them that a new account was assigned to them.

This process has saved us countless hours and headaches. "

Using Distro For Your Customer Success Team

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