CSM Management Dashboard
Review your team’s CTAs, Timeline activities, and renewals to surface trouble spots for intervention.
Overview
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
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Products
Platform
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Solutions
- Healthcare
- Education
- Security
- Customer Success Teams
- Product Experience Teams
- Product Adoption
- Gainsight Essentials
Industries and Teams
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Resources
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Gainsight