Here are the following applications you will need:
- CoreBridge Access
- Calendly
- Loom
- FreshDesk
- Jira
- Rippling
To get access to any of these tools, please reach out to your Team Lead / Director. Please bookmark these tabs on your browser so they are easy to access.
CoreBridge Access
Your CoreBridge login will be created with your CoreBridge email. Your email has to be added to all systems; it will be the same login information for all V3 systems.
Please note: If you're unable to log into a system, please reach out to a team member to add you to that system.
Calendly
Calendly is our customer-facing meeting scheduler. It is connected to your calendar for easy access to scheduled meetings. There is a pre-created Event Type for your customer meetings. (If we need to add another meeting type, please reach out to your team lead.)
Things to note:
- Auto reminders are sent out 24 hours before the scheduled call
- Usability options
- Bookmark Link
- Browser Extension
- The user who is signing up can add multiple guests.
Loom
Loom is our screen recording app that allows us to take videos for customers and/or videos for our team internally. Again, your manager can get you a login for loom.
For tips and tricks: https://supportdesk.corebridge.net/en/support/solutions/articles/19000159070-loom-overview
FreshDesk
Freshdesk is our communication tool for both Support and Customer Success. Your manager will give you access as well as train you on how to set up your own views to make sure nothing is missed.
The Expectation:
At the end of every day reach inbox 0. This means all emails have been responded to or moved to the right team. There should be nothing waiting our actions as CSMs.
Jira
Jira is our development ticket tracker. When reporting bugs and Feature Requests, they go into Jira for development to work on. There, we can follow tasks and give regular updates to our customers.
Rippling
Rippling is our HR application. To ensure we are receiving the correct amount, benefits, and contributions to retirement accounts, the expectation is to keep it updated with the correct information.
All information is confidential and not shared with other employees.