Tag Archives: customer success




Scout-Powered Customer Success: Meet Emily Jedinak, Senior Customer Success Manager

In our Meet the Scouts series, we get to know the people who make the Scout magic possible. This week, we’re featuring Emily Jedinak, Senior Customer Success Manager! After just a year at Scout, Emily was recently promoted to Senior CSM and has also earned the Top CSM award for the first quarter this year…. read more

Scout Customer Award

Powerful Partnerships: Putting Customer Trust at the Center of Everything We Do

Chief among Scout’s company core values is the call to “obsess over customers,” and, honestly, all of the technological innovation and product advancements we make are useless unless they result in significant change for our customers. Our job is to empower our customers to better serve their own customers, causing a powerful, positive ripple effect… read more

Turn Complex RFPs into Scalable Success with a One-Stop Shop for Sourcing

Today’s environment brings a lot of uncertainty for businesses. For technology companies especially, improving time to market is a must for achieving growth goals in the next 3 years, according to Deloitte’s 2018 Technology Industry Outlook. For the CPO and their team to make an impact, they’ll need to show sourcing’s value beyond a savings number… read more

Customer Success Tips: Milestones in Pipeline

This week, we’re diving into Milestones — a crucial piece of any project in Pipeline. They help you break a project into smaller components, which can then be assigned to stakeholders and have a set deadline. Read on to learn more about: How to add a Milestone within a project Milestone Statuses How to track your Milestones… read more

Customer Success Tips: Supplier Directory

Last week, our product team shared the latest and greatest from Scout’s Supplier Directory. Now, we have a short video to show you – Scout users – how to leverage it to your advantage! Let’s take a look:   Want to learn more about Supplier Directory (or anything else in the Scoutisphere)? Drop us a… read more

Customer Success Tip: Introductory Email to Suppliers

No meeting should ever be scheduled without an agenda, and no RFP invitation should be sent without an introduction. Luckily, Scout makes this a seamless part of the process with our Introductory Email! When to Send The exact timing depends on the complexity of the buy, the relationship with the supply base, and strategic importance… read more

Customer Success Tip: Sum Columns in Worksheets

In Scout, we make adding easy. To get a total – whether it’s counting hours worked, estimated quantities, price or extended cost – you just need to check a box! First, open a Worksheet by clicking the “Add New Worksheet” button: You can then click the “Add/Edit Columns” button: From here, simply check the “Calculate Total”… read more

Customer Success Tip: Views in Pipeline

Last week, we found out how easy it is to apply filters in pipeline, which allow you to narrow sourcing projects down. This week, let’s find out how to take that one step further and save specific views for quick reference and reporting.  Saving Views If you find yourself repeating a search regularly, or want to… read more

Customer Success Tip: Filters in Pipeline

Scout Pipeline allows you to filter your sourcing projects so you can view what’s most important to you. This week, we’ll dive into how easy it is to do that — and next week, find out how to take things one step further and save specific views for quick reference and reporting.  Applying Filters Filters… read more

Customer Success Tip: Anatomy of a Bid (Watch)

Last week, we walked you (“you” being suppliers or curious sourcing teams) through the anatomy of a bid in Scout. This week, we’ll show you the ropes in a quick video: If two minutes wasn’t enough, we’re here to answer any questions you might have! Send us an email at