Client Success Manager, Tempest

Chris Mateer

Chris Mateer is a member of the Customer Success team at iDSS, specializing in customer training and support. With an M.Ed in Instructional Technology and a background in teaching and coaching, Chris now works with optimizing use of CRM systems.

On The Agenda
CRM A Track

Beginner Basics

Thursday, October 14th (Day 2)
9:00 AM - 9:30 AM

Ballroom B/C
Need a basic overview or refresh of iDSS? This session is perfect for new users to understand how iDSS can help you to save time and create effective workflows.

CRM A Track

Visitor Centers & Inquiries

Thursday, October 14th (Day 2)
11:00 AM - 11:30 PM

Ballroom B/C
Our CRM experts give you an introduction to managing Visitor Center and consumer data, along with the basics of inventory. You'll also learn how to get started with the iDSS Welcome Auto Responder.

CRM A Track

iDSS Admin

Thursday, October 14th (Day 2)
1:40 PM - 2:10 PM

Ballroom B/C
Learn the basics to admin functionality within iDSS, setting permissions, customizing layouts and fields, and other administrative workflows.

CRM A Track

iDSS Tips & Tricks

Thursday, October 14th (Day 2)
4:30 PM - 5:00 PM

Ballroom B/C
When working with the iDSS user community, our team sees a lot of innovative tips and workflows and cool ideas. The iDSS Client Success Team will walk you through some of the tips and tricks within iDSS which will help you with your everyday workflows.