Hi all
Happy Monday!
I was wondering if you have any tips for setting up CRM for Customer Success?
We are currently using Microsoft Dynamics CRM On-Premise version, but will shift to the cloud version soon.
Currently, the Aquesition Team and the Onboarding Team have made their recommendations for the CRM. I would like to give my input from a CS perspective to ensure a red thread throughout the customer journey and to ensure knowledge and information concerning customers are stored.
Any ideas for sections or other things to be aware of?
Best
Julie