Services
Ensuring your success
We’ve learned from thousands of customer interactions how to deliver inbound marketing success. Our focus: enable you to generate leads and traffic, generate demand, and track your results.
Optify offers a full range of services spanning the entire range of inbound marketing implementations. Our services, used in conjunction with our software, will drive your marketing organization’s business execution to peak performance with tips and best practices from companies like Microsoft, LexisNexis, and ALM.
Choose the plan that’s right for you
We have three training and support plans that benefit businesses of all sizes. If these plans don’t meet your needs, reach the next level with world-class consulting from our internal experts and network of agency partners.
Standard Success PlanA great plan for a company that needs guidance getting started.
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Premium Success PlanExpert help with premium training and priority support.
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Premium+ Success Plan1:1 training, dedicated account management & business reviews.
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SUPPORT
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24x7 Web & Email Support
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Phone Support
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Business Hours
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Priority Access
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Priority Access
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Dedicated Account Manager
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TRAINING
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Best Practice Webinars
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Online Learning Center
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1:1 QuickStart
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1 hour
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2 hours
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2 hours
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1:1 Training
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4 hours
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Business Reviews
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Standard Success Plan
All of our customers get easy access to support with the Standard Success Plan.
- 24x7 web and email case submission
- Unlimited use of our online training
- Online assistance through knowledge articles and community resources
- Phone support during local business hours (PST)
- 1:1 QuickStart Standard training
This is a great plan for a company that needs standard guidance getting started. If you need faster response and additional training, turn to the Premium Success Plan.
Premium Success Plan
This plan is a great mix of support and training. When you have support questions, you’ll get priority access to our team of customer success experts and technical staff. You’ll also get additional QuickStart training to get you up and running. All this in addition to our online getting started guides and library of inbound marketing materials.
The Premium Success Plan includes:
- Unlimited access to our online training materials
- Priority phone support and routing
- 1:1 QuickStart Premium training
The Premium Success Plan is available for purchase to Basic and Professional customers. To find out more about the Premium Success Plan, contact us.
Premium+ Success Plan
This plan covers you for support and training with the addition of 1:1 training with our team of inbound marketing experts. You’ll get all the benefits of our Premium plan, including priority support and quick response time, plus up to 6 hours of dedicated time with one of our experts.
As part of the Premium+ Success Plan, you’ll receive the following:
- Dedicated Account Management
- QuickStart Premium Training
- Access to a dedicated Inbound Marketing expert – 4 hours / year
- Mid-year and Annual Review to measure usage and trends
The Premium+ Success Plan is available for purchase with Professional Edition. Contact us about all the benefits of this plan.
Consulting
At Optify, we offer a variety of custom consulting, training and support services to meet your needs. We don’t take a cookie cutter approach, and your success is our priority. We can tackle a variety of SEO, social media, integration, reporting and other inbound marketing strategy and consulting needs.
We also offer consulting solutions including the following:
- Strategy consulting
- Migration support
- Salesforce.com deployment
Custom consulting is available to Optify Professional Edition customers. Managed Services are available to Optify customers who have a minimum $36,000 Optify annual software subscription.
For more on our Consulting offers, contact us and we’ll discuss available options including referrals to access to our network of agency experts.
Ready to get started?
Contact Us today to discuss your needs or start your free trial now!


