Customer Success
Updated over a week ago

Drive Positive Business Outcomes

Onboard and manage new and existing customers at ease. Stay on top of deadlines and proactively develop and grow customer relationships.

1. Update renewals and upsells

Create custom sheets to drive renewals and identify cross-sell and upsell opportunities.


2. Track the post-sales process

Gather all the information you need in order to ensure the handoff from sales to customer success is smooth, including all relevant notes, documentation, and contracts.


3. Manage account health

Check all the information you need in one place, including the contract value, seats purchased, product features requested, invoices, etc.


4. 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.



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