Customer Success Empower and enable your CSMs.
Product Create elegant product experiences.
Customer Experience Identify trends across the customer journey.
Revenue and Sales Drive a high performing renewals process.
IT and Analytics Consolidate your Customer Data.
Executives Align on customer heath and opportunities.
Community Teams Build a modern customer community. New
Understand the volume your CSMs are receiving, their effectiveness, and overdue items
The CTA Health Analysis dashboard helps you understand the volume of CTAs your CSMs are receiving, their effectiveness at closing their CTAs and CTA Tasks, and the overdue items that most need attention. Filter the dashboard for a certain type of CTA or a CSM team to better understand individual workflows.
Win in business while being human-first.Schedule a Demo