Hosted by David and John
Ensure a seamless post-sale customer handoff and knowledge transfer. Assign an account owner, document the specifics of the handoff, and highlight key contacts in the account. Increase collaboration between teams for an amazing client experience.
Connect with the accounts you communicate with most, in just a few clicks. Understand the health of each account, as well as important opportunities for expansion.
Create important milestones, with tasks and events leading up to them. Pin important milestone dates to your customer profile to ensure they stay top of mind, and tag multiple collaborators across departments.
Filter and view important tasks and activities related to your customer's key milestones. Use customer health to uncover upsell opportunities and target customers who may be on the verge of cancelling.
Track and understand where revenue is coming from in your existing accounts. Highlight if it’s from new or expansion projects, and customize types of revenue to match your business.