Dedicated Customer Success Manager

Customer success managers

What is a customer success manager?

A customer success manager is your single point of contact for any queries or issues you might have as an EazyStock customer. From the start, they will be with you, getting to know your business, setting up your connection to EazyStock, and always being on hand for any support you need, whether that’s a call, email or trip to the office.

Why do I need a customer success manager?

We understand that no business is the same, so we don’t have a one-size-fits-all approach to onboarding. Implementing new software and ensuring it’s set up correctly can be time-consuming and frustrating when left to your own devices. Your customer success manager takes all that frustration away by getting to know you and your business so that they can tailor your onboarding and set-up process. Less stress and healthier inventory – what’s not to love?

Dedicated customer success manager

There’s nothing more annoying than when you’re setting up a new project and have a nameless inbox as your contact. Every email comes back from a different person, and you have to explain yourself again and again.

Not with EazyStock. From day one, we will allocate you a customer success manager who will work with you throughout your time with EazyStock. They will get you set up, deliver all training, and be your contact for anything you need. Essentially, they’ll be like an extra team member helping you achieve your goals.

Don’t forget; we don’t set support or training boundaries – we’re here whenever you need us.


Initial workshop

Your CSM will run an initial workshop to fully understand your business so that they can configure EazyStock to suit your needs. We love to get out on site and visit our customers, so you’ll come and do your training in your offices. This ensures we can get things set up to make your life easier. Who doesn’t want an easier life?

Data validation

A crucial part of setting up EazyStock is ensuring your data pulls through correctly to EazyStock. Your customer success manager will work with you to validate the data and adjust any parameters. Once we’ve validated your data, the inventory world is your oyster.

Full software training and upgrades

If you’re worried about expensive upgrades, EazyStock has your back. All your upgrades are included in the cost, so there won’t be any costly surprises, which should keep your finance team happy!

We spread our training over a couple of sessions so you can take the time to learn the system in the most simple and effective way. We even do the system testing with you. We will give you tasks to practice to build your confidence before going live, but we’re always at the end of the phone or email to offer advice and support.

If something doesn’t look right or you’ve forgotten some of your training, just contact your customer success manager. We’re more than happy to come out and visit you whenever you need us – we’ll let you know how we like our tea.


Regular health checks

Once you go live, your customer success manager will still be there to offer any support you need. Even if you don’t need support, they’ll check in with you regularly to ensure everything is on track. As part of this, they’ll conduct regular health checks to ensure you’re meeting your success milestones.

Our EazyStock customer success managers

EazyStock’s customer success managers will define a personal success blueprint for your company, which won’t be a copy and paste of another customer. Talk to us to see what your blueprint could be.

Why not reach out?

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Connect EazyStock to your ERP system for easy implementation. Let your dedicated customer success manager show you how to get the best from EazyStock – from day one.

ERP integration

EazyStock’s ready-made connectors and integrations seamlessly integrate with any ERP system to automate manual forecasting and planning practices.