CSM Tip: How should I engage with Strategic, high-touch customers?

  • 27 October 2016
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  • Leverage Success Plans. Success Plans help you create a roadmap (sometimes known as account plan) for achieving your customer’s objectives.
  • Demonstrate value to your customer with tailored content from Success Snapshots, which automate meeting presentation preparation.
  • Track your interaction using Milestones. Milestones represent major events in the customer journey. Examples of milestones include key onboarding stages, health check, training delivery, QBR/EBR, annual renewal, and marketing campaigns. You can view a customer’s Milestone history in the usage section of the C360.
  • Trigger data-driven Calls to Action to identify at-risk customers and potential expansion opportunities
  • Automatically monitor executive departures by title, company, location or departments with Sponsor Tracking.
  • Use C360 to prepare for any customer interaction. 


For more information, check out this blog post on Driving High-touch Success with Strategic Customers

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