Tracking Technical DIscussions and Details

Camille Acey

We are considering Catalyst but in the meantime using a variety of tools (Google Docs, Atlassian Wiki, Salesforce, Insight Squared, Zendesk) to track our customer communications and account health. For those of you who have TAMs, where do they maintain customer system configuration information? Is it in the same place where you track customer notes or no? We are trying to formalize this since a lot of it is currently living in the heads of our engineers. 

Thanks
Camille