While we’re very proud of our incredibly flexible product, we’re perhaps most well known for our Client Success team at Versaic. Every day, our Client Success Managers help clients transform the way they manage their philanthropy programs.
Good Stuff Happens in 1:1 Meetings: Why you need them and how to do them well
Day In The Life of a Versaic Client Success Manager
1. Check emails & respond
to clients. Field a couple
of urgent requests
ASAP!
Every client is matched with a
dedicated Client Success Manager.
There is always a person available to
offer support, whether it’s a routine
request or a last-minute emergency.
MORNING
Then,
grab some
coffee!
Head to work early to talk with
clients on the East Coast. Discuss
the final touches before a new
client system launch.
Our Client Success team isn’t just there for you; we push
back on issues when we think there’s a better way and
challenge your assumptions to configure the ideal
solution. We bring years of expertise to create a system
that will make clients most successful.
“What I appreciate most about
the Client Success team at
Versaic is that they aren’t just
implementers. There’s lots of
healthy debate during the
process and they make
suggestions when they feel
we aren’t making a decision
that’s going to be in our own
best interest. I love working
with them, even when I lose
an argument or two!”
– Rick Drummond, Lead Business
Technical Analyst, Community Affairs,
Highmark
MIDDAY
Receive a call from a non-profit
submitter who has a question about
the system. Help the non-profit to
successfully complete their task.
We support system users from your organization, as well
as all of your submitters through online FAQs and email,
with Contact Us links located on every page in the system.
CRISIS
AVERTED!
After two weeks of pilot-testing and
tweaking, go live with a client’s grants
& donations management system.
After launch, the Client Success team keeps working
over the next few weeks to make refinements based on
your feedback after using the system, ensuring
everything is working effectively to support your
program.
“It’s exciting to get a client’s custom-configured system up and running so we can
really put things to the test. We partner with you every step of the way, making
changes and additions to ensure that your Versaic solution continues to evolve
with your programs.” – Andy Cummings, Director of Client Solutions for Versaic
“At the Starwood Foundation, when we set out to choose a
grant management system, we wanted a person on the
other end of the phone who really wanted to engage with
us to help us execute our program better. That's what we
found with Versaic. Not only was the system customizable,
but working with the Versaic team was a true partnership
to build a solution that was going enable us to run our
program in a more efficient way.”
– Kristin Meyer, Vice President, Starwood Hotels
& Resorts Worldwide Foundation
AFTERNOON
EVENING
A client calls with a last-minute
request. Her CEO wants to find a
clever way to report on their data.
We make a suggestion based on
our experience and knowledge
of their program and immediately
implement the new report.
Versaic strives to forge deep partnerships with
clients where we become an extension of the team.
We offer critical insights built on best practices
developed over years of supporting hundreds of
system implementations.
Continue to monitor emails for
any client needs. Confirm tomor-
row’s client meetings to finalize
system features, implementation
and recommendations.
The best part of working with Versaic’s Client
Success team is there’s no charge for ongoing
service and support. It’s all part of the package
and one of the many things that makes
Versaic different.
Want to learn how Versaic’s Client Success Team can help with your program?
Contact us at info@versaic.com or call 877-712-9495.