Now fetch all the customer meetings on CSM calendar by syncing your Outlook calendar with CustomerSuccessBox. Log into Account Logs section 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 customerSee Integration in action
Receive timely notifications when there has been no touch with a consumer for an extended period of time.
Search for individual meeting logs using the event's title, type, and description.
Create a customer risk score and monitor the health of your relationship based on previous interactions.
You can view all of the meetings that have occurred so far with certain individuals, accounts, and timelines on the site.
You will no longer be reliant on your teammate.
To obtain a sense of the customer's relationship health, see all meeting records in a schedule or look for specific meeting records.
Outlook makes it simple to schedule events and meetings, as well as receive notifications about future events.
Calendar is designed for groups, so sharing your schedule with others and creating schedules for you and your coworkers is straightforward.
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.