Gainsight/CustomerNotes/TripleSeat.md

Meeting Notes

9/21/2022

• Iorad tried selling them "live" features
• Their own domain or Iorad ontop of their app
• Good at delivering first time training
• Not sure when to follow up
• Badging options
• Integration with Churn Zero

Todo

11/15/2022

ChurnZero integration:

• Companies that churn do not remain in CZ

• People might use their Gmail or other non-work emails

• The information they need is not where they want it to be.

• Holly and Katie don't have access to CZ and Salesforce.

• Reconsidering OpenAccess - why not prereg?

• They want to add some additional questions to the reg form

• Like location, restaurant, etc.