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