I walk through powerful workflows a CSM can use to create Raving Fans!
As a recap, here is what was discussed in the session:
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Using a CS Deal Board to stay on top of your book
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Exploring the Account level to assist in smoother handoffs from Sales
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Two filters & alerts to prep for an upcoming QBR or difficult conversation
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Hashtag workflow to communicate cross functionally
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Create a Stream in your Library to prep for Renewal conversations
For those of you who couldn’t make it make sure to click the link below to watch the recording. Plus, don’t miss the downloadable pdf on that page that is referenced in the session and will be a helpful guide on some of the workflows you can use on the Calls tab, Library tab, and when reviewing a call.
Recording & 1 Pager
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Post-Session Feedback
Check out some of the amazing feedback CSM’s had after this training:
“We weren't utilizing Gong like this before and it's great to know we already have the tools to complete things we are already tasked with doing!”
“Searching by key word; hashtags for feature requests”
Feel free to tag me in your comments below when you share your biggest takeaways from this session, your questions for your peers or your favorite tip you’ve implemented from this training!