Onboard and manage new and existing customers at ease. Stay on top of deadlines and proactively develop and grow customer relationships.
Update renewals and upsells
Create custom sheets to drive renewals and identify cross-sell and upsell opportunities.
Track the post-sales process
Gather all the information you need to ensure a smooth handoff from sales to customer success, including all relevant notes, documentation, and contracts.
Manage account health
You can find all the necessary information in one place, including the contract value, purchased seats, requested product features, invoices, and more.
Track resource allocation for deals
Create private columns in your sheets to track who's driving which opportunities, which members on your team have the capacity to take on additional opportunities, what resources have been assigned for deals, etc.
Have more questions? Please contact our People.ai Support here.