Our CSM team often engages with our customers through a 1:many method (i.e. 1 communication reaches many customers). To guide customers along the right journey, we use 2 approaches: CSM Touches and Tech Touches.
Our engagement with customers differs depending on their lifecycle stage. We use Calls to Action (CTAs) in Cockpit to remind the CSM when to reach out at critical points. We use Journey Orchestrator for Tech Touches.
For more information on this topic, click here to view my full blog post.
And now we'd love to hear from you! How do you structure your 1:many strategy?
Best practices for 1:many communications
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