Customer Success Request Form

Refer a lead to sales

This is a form for the Customer Success team to create AS and other New Product leads in Salesforce to track our efforts and automatically send an email alert to the Sales team.

Please note, this form creates a lead from the stakeholder information you provide below and automatically assigns it to the right Salesperson. Once you fill out the form, there is nothing left to do on your end.

Select a product

Stakeholder details

First name Last name Work email address Work phone number Job title Organisation name (same as in Salesforce) Industry sector Country of stakeholder

Background on why you are referring this lead to sales

Additional notes about the reasons for referring the stakeholder to Sales, including the relevant Proposition, the specific needs identified that the tool would address, for example: Proposition: communication. User need: communicating essential intelligence with senior leadership internally in weekly email updates.

CSM details

Your email address

Salesperson to assign the lead to

Existing Customer or New Business / Fast Track or Pathfinder Salesperson email address Salesperson email address

Refer a lead to sales

Thank you for your interest