Expert point of contact
Each of our customers has a named, product knowledgeable expert, helping you build value with your investment.
Customer Success
We succeed when our customers succeed
We succeed when our customers succeed
Success planning
Our team focuses on value-driven outcomes, unique to your organizational needs.
Adoption & growth
We go beyond simple feature adoption, helping your organization drive true user adoption and growth.
Our mission
Customer success that goes beyond using the software
Customer success that goes beyond using the software
At Qvidian, Customer Success is a structured, proactive discipline that’s part of your revenue engine. Our customer success framework ensures clarity, accountability, and momentum at every stage of your journey — helping you to realize value faster while supporting long‑term growth.
We treat customer success as a strategic discipline, which matters when:
- Your executive sponsors expect evidence of return on investment
- Growth is driven by proven success, not upsell pressure
- Your deployment introduces governance, compliance, or risk considerations
- Renewing your subscription depends on value realization not just feature usage
- A successful adoption spans multiple teams and multiple use cases
- Partnership is measured by mutual accountability for results, not renewal transactions
Removing friction and driving value
Our Customer Success Managers collaborate seamlessly with Qvidian professional services, education services, and technical support teams to ensure an integrated customer experience, removing friction and keeping our customers focused on achieving measurable results.
Onboarding
Designed to deliver accelerated time‑to‑value.
Success planning
Providing planning that’s perfectly aligned to your unique desired business outcomes.
Use cases
Co-creating high‑value use cases that drive user adoption.
Value measurement & ROI visibility
Providing actionable measurements on how Qvidian brings your organization value and boosts ROI.
Executive engagement
Getting your entire team engaged in the value of Qvidian, including your executive team.
Outstanding support from Upland Qvidian specialists makes Qvidian easy to master. I am impressed by the many areas of support especially from our Customer Success Manager, Sophie. She is always available to assist and answer questions as well as being very knowledgeable.
We take a whole team approach to customer success
We take a whole team approach to customer success
Research and development
Our R&D team is built on real customer feedback loops that drive our product to a customer-focused future.
Marketing
All of our marketing is informed by customer truth, showcasing the successes Qvidian brings to real-world customers across the globe.
Sales
Our sales team works hand-and-hand with customer success, documenting intent, setting clear expectations and building positive relationships prior to each handover, making sure no momentum is lost during the transition.
Professional services
Our professional services team focuses on outcome-based implementation and deployment, ensuring all of our customers have meaningful successes using Qvidian.
Education
Our education team highlights real-world use cases for Qvidian, helping teams understand how to use Qvidian successfully.
Support
Our support team helps solve customer problems while surfacing key themes, trends, and patterns that impact customer success daily.
A structured outcome-driven engagement model
Success
onboarding
Establishing goals, identifying stakeholders, and reviewing risks and opportunities.
Product
adoption
Helping with evolving use cases, success planning, inspection, and measurement.
Value
realization
Accelerating your time to value and helping you achieve return on investment faster.
Customer
advocacy
Championing our customers' voices across every department of our organization.
Valuable
conversations
Maintaining accountability and providing continuous value alignment with practitioners, leaders, and executives.
Renewal & growth
planning
Grounding your growth in value, defined and realized by your organization.
Trusted advisors with deep domain expertise
Engaging with confidence and credibility, our CSMs are certified in the Qvidian platform helping them to translate product capabilities into practical, real‑world business application rather than focusing on features alone.
Our customers benefit from clear, relevant guidance that reflects how Qvidian is used by high‑performing bid and proposal teams. This product fluency directly drives adoption, accelerates time to value, and helps teams embed Qvidian into everyday work more quickly and effectively.
Industry and professional credibility
Bids & proposals industry expertise
Ready to be supported by the best customer success team in the industry?
Ready to be supported by the best customer success team in the industry?
