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Step 4: “Segment and Engage”

The Success Wheel: Tech Engagement and Adoption

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Episode  ·  28:30  ·  Jun 15, 2022

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Welcome to episode four. Last week, our Director of Client Success Mollie Smith walked you through step three of our 5-step tried and true method we’ve developed to achieve engagement and adoption of PipelinePlus: The Success Wheel. In this episode, we’ll be moving onto step four: “Segment and Engage.” An integral part of successful adoption of any tech initiative is identifying an ideal user profile, locking in “ambassadors” and nailing the art of user segmentation. In this episode, Mollie shares with you the most game-changing tips and tricks she’s learned after years of working with some of our biggest and most complex firm rollouts.

28m 30s  ·  Jun 15, 2022

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