Partner with a dedicated Customer Success Manager

Name: Popl - Digital Business Card
Rating: 4.8 (37657 reviews)
Author: Popl Co

Upgrade your Popl experience with a Dedicated Customer Success Manager (CSM). Set your team up for success with strategic support, from onboarding to attribution reporting.

Request a CSM

90% of Fortune 500 companies trust Popl for lead capture

How a dedicated CSM guides you to success

Your dedicated CSM helps your team get the most out of Popl: from personalized onboarding to support with custom branding, integrations, reporting, and more. The result? Your team is ready to make a modern first impression at every event. You can easily prove the return on investment to leadership. Your company can make in-person events a top revenue channel.

Simplify onboarding with a dedicated CSM

Step 1

Step 2

Step 3

Step 4

Define goals and success metrics
Tailor onboarding to team needs
Start integrations and setup tasks

Design your digital card template
Define and set up your card links
Set brand controls by role or subteam

Assign cards to team members
Set up subteams and campaigns
Test login flow and permissions

Train your team to use digital cards
Share onboarding resources
Monitor usage and troubleshoot issues

Request a CSM

Step 1

Define goals and success metrics
Tailor onboarding to team needs
Start integrations and setup tasks

Step 2

Design your digital card template
Define and set up your card links
Set brand controls by role or subteam

Step 3

Assign cards to team members
Set up subteams and campaigns
Test login flow and permissions

Step 4

Train your team to use digital cards
Share onboarding resources
Monitor usage and troubleshoot issues

What you get with a dedicated CSM:

Personalized onboarding

Get a custom, 90-day onboarding plan based on your goals and needs. Set your team up for success with tailored working sessions and training.

Rapid adoption

See greater value with personalized adoption strategies, integration support, and expert guidance from launch to performance tracking.

Strategic support

Enjoy quarterly 1:1 check-ins to discover new features and optimize usage. Count on additional CSM support when you need it most.

Proven success

Popl customers with a dedicated CSM see higher teamwide adoption, faster time to value, more defensible ROI, and greater renewal confidence.

Give your team a dedicated CSM

Whether you’re launching Popl company-wide or frequently training new hires, a dedicated CSM can onboard your team quickly and efficiently. That way, your company sees faster time to value and greater return on investment.

Request a CSM

Submit the form below as a next step