August Happiness Report

It’s time for August’s Happiness Report!

You are the Guide – not the Hero. One of the biggest mental shifts a business can make is realizing that it is not the hero in the story – the customer is.

– Matt Ragland (How Backcountry creates an Exceptional Customer Service Experience)


We learned something very important last August: the measurement of great customer service comes from being a great Guide – not a great Hero. We are not here to save the day – we are here to advise and show the best way to others.


What we worked on last August

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Our August stats show that we still have so many things to improve on to be great guides. On the other hand, we’ve done many improvements with the way we guide our customers on how to use Collabspot.

  1. New Updates

Our Development team have been really amazing with making Collabspot as user-friendly as possible. Check out our release notes to see what they’ve done to make Collabspot better than ever.

  1. Bug Fixes
  2. Improved Interface

Example: We have a new template modal for Salesforce users.

  1. Offer more Demos

Currently, we offer more demos to help resolve a customer’s concern as soon as

  1. Hired another Customer Success Manager

Let’s welcome Jasper!

  1. Sugar 7 Documentation (Improved)

The good news is, our customers were happy with the improvements we’ve done! Here are some of their comments:


Very quick and good solution and attention from support staff. Thank you!

– John (Element.Se)


Jasper and his team members provide super service- spot on, fast and low key very cool.

– Robert (


I liked Anna’s crisp and concise answer, very easy to understand. Thank you, Anna!

– Patrick (


<3 Nori

– Blake (


Our Target for September:

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  1. Improve our documentation process.
  2. Constantly update our Sugar 6, Sugar 7, and Salesforce documentation.
  3. Call leads within three minutes after installing Collabspot.
  4. Increase screenshare and demos via Google Hangout.


If you have any suggestions on how we can improve our service, just let us know. We’ll be happy to help out.



The Collabspot Support Team