Vault Update!
We're excited to share our monthly Vault Update!
New Search Functionality
With the new release, you can now search across all folders for Assets!
New Vault Assets
We've released 30 new Vault Assets, including a series of Assets to gauge customer email engagement (available on our 1:Many Communication folder):
Check out our blog post on Tracking ROI of Customer Success. A complete list of the supporting Vault Assets is included at the bottom of the blog. Highlights include:
New Search Functionality
With the new release, you can now search across all folders for Assets!
New Vault Assets
We've released 30 new Vault Assets, including a series of Assets to gauge customer email engagement (available on our 1:Many Communication folder):
- A set of Rules to set a Scorecard based on Email Engagement
- Rules to create a CTA for low email engagement & high email engagement
- Playbook for steps to follow when copilot emails to key contacts bounce
Check out our blog post on Tracking ROI of Customer Success. A complete list of the supporting Vault Assets is included at the bottom of the blog. Highlights include:
- Closed Renewals Associated with a CSM “Save” -- illustrates how CS contributes to customer retention
- Closed Upsells Attributed to CSMs -- illustrates how CS expands existing customers
- Closed New Business where a Customer Reference Occurred -- illustrates how CS helps land new business