Customer Success Integration Enablement in ExpertConnect

Written By Payton Douglass (Super Administrator)

Updated at October 16th, 2024

Ticket Alerts from Your CSM

Your dedicated Customer Success Manager has the ability to send new alerts with descriptions and suggested responses to customers to your account, automatically creating an unassigned ticket with your dealer Customer Success Team with the correct customer. Within these tickets, you'll see a private note containing a recommended response to the customer as well as a resolution should the customer take the suggested action. 

Admin Set Up

Prior to your CSM sending the first alert to your ExpertConnect account, your account admin will need to set the default team tickets should be created with from the Admin page in ExpertConnect. Select Integrations, Consent Based, Customer Success to set your Customer Success team as the default. Click Enable once done. 

 

Questions on this workflow or the content included in these tickets can be directed to customersuccess@expertconnect.johndeere.com. For any ExpertConnect account access questions, please reach the ExpertConnect Support team at expertconnect@johndeere.com.