Sync your Google calendar with CustomerSuccessBox. You can fetch all the customer meetings on CSM calendar and can log into Account Logs section of CustomerSuccessBox. Get to know the last touch point of the customer . View every meeting logs in timeline or search for specific meeting logs to get a view on the Relationship health of the customer"See Integration in action
When there has been no contact with a customer for an extended length of time, receive timely notifications. Search for specific meeting logs based on the title, kind, and description of the event.
Create a risk score and track the health of your connection based on interaction that have occurred. Within the site, you may see all of the meetings that have taken place so far with specific individuals, accounts, and timelines.
There will be no more reliance on your teammate. View all meeting logs in a schedule or search for specific meeting records to get a sense of the customer's relationship health.
Google Calendar helps you to arrange meetings and events, as well as receive alerts about upcoming activities easily.
Calendar is made for groups, so it's simple to share your agenda with others and actually create calendars for you and your colleagues to use.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.