Dash Customer Success

We believe our success depends on the success of our customers, and that means our priority is to ensure each of our customers has the best possible experience with both our product and our teams.

To this end we have a dedicated and experienced Customer Success team who will partner with you to ensure your long term success with Dash.

Dash Customer Success

Our philosophy

Our Customer Success team is guided by three core principles:


The team’s role is to ensure we partner with our customers, understand their challenges and goals, and support them every step of the way. You’ll find us endlessly patient, able to offer ideas and solutions, and willing to go the extra mile to make sure Dash lives up to your every expectation.


We don’t sit back and wait for the phone to ring. We constantly keep an eye on how our customers are getting on, spotting where we can help and add value, and then we’ll pick up the phone and make a difference. We also use tools such as in-app notifications and chat to ensure we are there with our customers right where they need us.


Our Customer Success Managers know our customers. It’s a human thing. Our customers have their CSM’s direct phone number, and you won’t find any automated phone systems here! We can meet you onsite, or you’re welcome to visit our offices in Brighton on the UK south coast (we’ll even buy you an ice cream). We are our customers’ trusted advisors, whatever the weather. 

our support philosophy


Tailored onboarding

We're passionate about making sure you have a great experience with Dash.

You have the option to include our tailored onboarding package as part of your initial implementation. This includes a dedicated consultant who will work with you from start to finish, making sure you always have a friendly face to support you.

We will help you to...

  • become comfortable with Dash
  • understand key concepts and apply these to your configuration
  • plan your project and have a successful launch day

Every onboarding project is unique so your consultant will adapt the course to match your experience.

Stage one

Step one
- Dash overview and project planning
- Workshop: Building your taxonomy


Stage two

Step two
- Workshop: Applying your taxonomy to Dash
- Configure Dash to meet your business needs


Stage three

Step three
- Start loading your assets into Dash
- Review configuration with key users


Stage four

Step four
- Prepare for launch day
- Launch day support from your consultant

Comprehensive support

Our customers benefit from:

Dedicated Customer Success Manager

A single point of contact (for Growing and Dashing accounts) to partner with you to understand your goals and help you achieve them.

In-app chat

Access to in-app chat to speak directly with our friendly and knowledgeable support team

Online help

Constantly evolving online help to help you find answers quickly

In-app tutorials

In-app tutorials to help explain features interactively


Further assistance

For most day-to-day queries our Customer Success team is perfectly positioned to answer your questions and keep you on track. However, if you need more hands-on assistance with a dedicated consultant we have a full range of packages that can be tailored to fit your needs.

Our Professional Services team has years of experience working with clients to overcome any challenge. Whether you need to reconfigure and relaunch your system to meet changing needs or migrate assets from an old application into Dash, the team are happy to help.



dash further assistance
Book your Dash demo today
Our demos will:
  • Show you how Dash can save you time
  • Help us understand what you're looking for
  • Set you up with a free trial
  • Give you the opportunity to ask any questions you might have
  • Recommend a plan best suited to your needs