Achieving a multi-million dollar growth portfolio becomes easySee Customer Success platform in action
Empower your customer success team with the best in class customer success software to grow multi-million dollar portfoliosSee Platform in action
It allows you to view all CSM accounts in one place and to know what's going on with CSM's portfolio and individual segments within it.
Check on the status of daily activities, make a list of impending high-priority/due tasks, and go over high-value alerts.
The portfolio dashboard enables you to not only review but also act on critical information regarding the CSM portfolio.
Monitor every CSM's portfolio to get the holistic picture. You can keep track of portfolio growth, engagement and retention rate at one place.