Ability to track immediate, strategic next steps

edited April 2021 in Tasks 1 comment
SuccessCycles and Tasks both serve their purpose...
One area that is lacking is the ability to track immediate, strategic next steps.
This goes hand-in-hand ü§ù with segmentation. I'm constantly looking at my customers and thinking about what I have planned next for them (*OUTSIDE* of lifecycle and task management).
Think of these as priorities and the immediate next steps for the CSM that can be viewed alongside with other customer-data (ie renewal date, last engaged, pulse, etc.)
I hope that makes sense. Happy to dive more deeply into this idea.
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