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Training and Support

Overview of how we can help support you and your users.

Katie Kinder avatar
Written by Katie Kinder
Updated over 5 months ago

Training and Support Explained

As a valued customer of Simply Stakeholders, you have access to a range of support options to help you get the most from your Simply Stakeholders Account.

Customer Success Account Executives (CS Team)

The Customer Success team are available to help your organisation through onboarding, training, and account management. We are here to help you plan for guide you through our onboarding process.

To find out who your Customer Success Account Executive is, please get in touch with us via chat or email at [email protected].

Help Notes and Chat:

Our Help Notes are available to support you with video walk throughs, screenshots and step by step instructions. You can use our in-app chat to assist with finding information or directing your question to a member of our CS Team.

Account Training:

We provide comprehensive onboarding training and support when you first start with Simply Stakeholders. These sessions are designed for all new Account Admins and Project Users and will take you through the core functionality required to get you up and running with a new account. We usually record these sessions so you can download and share that with your team and future staff.

Ongoing training and support is available via your Customer Success Account Executive. You can also book in for a regular review or to go over new functionality in the platform.

You can Register for upcoming Webinars and access recorded webinars and on-demand recordings.

Stakeholder Professionals Community

We have an online community for Stakeholder Engagement Professionals on the Circle Platform. This platform also has a dedicated Customer space for you to reach out to peers and find out how they are using the platform and managing similar challenges.

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