CSM Management Dashboard

Review your team’s CTAs, Timeline activities, and renewals to surface trouble spots for intervention.

• Monitor Timeline activities to understand how much time CSMs are spending with customers, and on what types of conversations.
• Surface the accounts needing your attention since they’re at risk or coming up for renewal.
• Ensure the team can meet revenue and renewals goals by tracking the number of customers, ARR, and renewals this quarter for each CSM.
• Quickly match up new, unassigned accounts to CSMs with the lowest account load.