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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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