Ability to track immediate, strategic next steps
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.
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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