Review your team’s CTAs, Timeline activities, and renewals to surface trouble spots for intervention.
- Monitor Timeline activities to understand how much time CSMs are spending with customers, and on what types of conversations.
- Surface the accounts needing your attention since they’re at risk or coming up for renewal.
- Ensure the team can meet revenue and renewals goals by tracking the number of customers, ARR, and renewals this quarter for each CSM.
- Quickly match up new, unassigned accounts to CSMs with the lowest account load.
Included Assets
- Dashboards (1) – Get a comprehensive view of a team’s CTAs, Activities, Renewals, and more.
- Reports (15) – A wide selection of prebuilt reports to help you track ARR, NPS, and risks