In need of a few improvements, but it's definitely streamlined our processes!
February 15, 2020
In need of a few improvements, but it's definitely streamlined our processes!
Score 7 out of 10
Vetted Review
Verified User
Overall Satisfaction with Process Street
Currently, process street is only used by the Customer Success team at my company. We use it for a few purposes:
1. Organize our onboarding process for both new partners as well as renewing partners.
2. Organize our ongoing outreach plan for all partners.
3. Send questionnaires to partners.
4. Organize notes for our mid-year check-Ins.
Prior to Process Street, we had other systems in place for most of these tasks but we did not yet have an ongoing outreach email plan.
1. Organize our onboarding process for both new partners as well as renewing partners.
2. Organize our ongoing outreach plan for all partners.
3. Send questionnaires to partners.
4. Organize notes for our mid-year check-Ins.
Prior to Process Street, we had other systems in place for most of these tasks but we did not yet have an ongoing outreach email plan.
Pros
- Support. We love Anne!
- Really easy (and weirdly fun) to build out lists and create emails.
Cons
- A bit buggy.
- Don't love the way the inbox is built.
- We're hoping it will play into improved renewal rates now that we have a concrete outreach plan.
I wasn't much involved with the selection of Process Street. In the past, we recorded most of the things that are now in Process Street using tools from Google Suite. Once we did switch over to Process Street, we started doing questionnaires in PS rather than doing on Google Forms (which we would have traditionally done) as a way to reduce the platforms we were on.
Do you think Process Street delivers good value for the price?
Yes
Are you happy with Process Street's feature set?
Yes
Did Process Street live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Process Street go as expected?
Yes
Would you buy Process Street again?
Yes
Comments
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