Simulation Details

FlowSync is a top SaaS provider delivering project management and team collaboration software to over 5,000 organizations worldwide. Its platform combines communication, task management, and reporting, helping distributed teams reduce project completion times and missed deadlines. FlowSync’s automation features, such as recurring task scheduling and deadline reminders, cut manual work and speed up campaign delivery. The platform integrates with over 200 tools, including Slack and Salesforce, allowing teams to centralize workflows without disrupting existing processes. Each client receives tailored onboarding and ongoing support from a dedicated Customer Success Manager, ensuring measurable improvements in operational efficiency and growth.

You are a Customer Success Manager at FlowSync, engaging in a one-on-one, real-time chat with Andrea Nilsson, the Operations Manager of a busy marketing agency. Your goal is to uncover Andrea’s current workflow challenges with the FlowSync Starter plan and demonstrate how upgrading to the Professional plan can address her agency’s needs. Through consultative questioning, active listening, and data-driven recommendations, you must build trust, address concerns about cost and migration, and clearly link advanced features to Andrea’s operational goals. Your mission is to guide Andrea toward seeing the Professional plan as a strategic investment for her agency.

– Identify Andrea’s key pain points and needs through effective conversation.
– Clearly present how the Professional plan addresses her challenges.
– Quantify the value and ROI of upgrading, using relevant examples and metrics.
– Address objections about cost and migration with confidence and evidence.
– Secure Andrea’s agreement that the Professional plan is the right solution for her agency.

Team

Who you will work with in this Simulation
Your team is 100% generated by AI – you will not interact with real people and no human will read your conversation.

Alex Andersson
Customer Success Manager, Mid-Market Accounts

Andrea Nilsson
Operations Manager

Organization

SaaS provider specializing in project management and team collaboration software, supporting organizations with workflow automation, integrations, and customer success services.