Focus your CSMs on operational execution and customer outcomes. Use the dashboard to create a structured agenda for CSM 1-on-1s, and to empower CSMs to quickly review their customer portfolio each morning as they craft their plan for the day.
CSM activities that contribute to team KPIs.
Charts of open CTAs direct CSM action towards the most urgent tasks.
Quickly refer back to recent actions through closed CTAs and Timeline activities.
Take action on customer risk, as revealed through health scores, new NPS survey responses, and risk CTAs.