Lesson 53 · Customer success
See one customer on one page
Health, revenue, risk, plan, and every conversation.
You’ll be able to
- Read a customer's health, ARR and renewal at a glance
- See what drives their score and revenue
- Follow every meeting, task and note in one place
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Transcript
Every customer has one account page, with their health, their revenue, and every conversation in one place.
In Success, open CRM, then Companies, and click a customer.
The tiles up top show the next meeting, the last interaction, the health score, ARR, and the days until renewal.
Below them, see the account owner and the people you work with at the customer.
Revenue sources show where the ARR comes from. Risk factors show what pulls the score down.
The Success plan tracks the milestones you agreed on with the customer.
On the right, Activity puts meetings, calls, signals and emails on one timeline. Filter it to one kind, like Meetings.
Tasks lists what you owe them. Notes holds your team's notes and call prep. Agent Sessions links the coding agent work done for this account.
Next up, recording rules.
