Before you can implement a customer success platform like Gainsight, how would you track renewals, expansion, etc manually? And how many accounts can you do manual reporting for before you push for a platform?
Zoom Head of Scaled Customer Success, Onboarding, Learning and Adoption • 1y
Essential Manual Tracking ToolsCustomer health database: Create a central spreadsheet (Google Sheets/Excel) with:Basic account info (contract value, renewal date, key con...
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Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT • 1y
Before implementing a Customer Success platform, renewals, expansion, and customer health can be tracked manually using spreadsheets, CRM reports, and regular check-ins. ...
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