Zach Wermich

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Articles

Recent activity by Zach Wermich Recent activity Votes
  • March Features

    Journey Check - Prospect has Visited Website: Checks if Prospect has visited a website within a set time period, which will return a true or false result.  Custom Fields - Quote Products and Quote ...

  • Common Onboarding Mistakes

    You can use bulleted lists to highlight content:  Highlight #1 Highlight #2 Highlight #3 Text can be formatted however you choose. Even Colors! You can also include images and video.  

  • Alignment of Product Managers and Customer Success

    The best place to look for your what’s and why’s are most likely within your Product and Customer Success teams. The problem is that they are often focused on those areas separately and they do a m...

  • Configuring ZenTech for Retail

    You can use bulleted lists to highlight content:  Highlight #1 Highlight #2 Highlight #3 Text can be formatted however you choose. Even Colors! You can also include images and video.  

  • April Features

    Journey Check - Prospect has Visited Website: Checks if Prospect has visited a website within a set time period, which will return a true or false result.  Custom Fields - Quote Products and Quote ...

  • Mastering User Adoption for Saas Companies

    User adoption is the process of ensuring each of your users is successful in using your product to achieve their business goals. This is critical for SaaS (software-as-a-service) businesses who rel...

  • Client Discovery and Onboarding Best Practices

    Why proper onboarding matters Imagine getting three months in on a Local SEO contract before realizing that your client’s storefront is really his cousin’s garage. From which he runs two other “leg...

  • Configuring ZenTech for Media & Entertainment

    You can use bulleted lists to highlight content:  Highlight #1 Highlight #2 Highlight #3 Text can be formatted however you choose. Even Colors! You can also include images and video.  

  • May Features

    Journey Check - Prospect has Visited Website: Checks if Prospect has visited a website within a set time period, which will return a true or false result.  Custom Fields - Quote Products and Quote ...

  • Onboarding for the Enterprise

    You can use bulleted lists to highlight content:  Highlight #1 Highlight #2 Highlight #3 Text can be formatted however you choose. Even Colors! You can also include images and video.