QBR/EBR Tracking Tool(s)

Andrey Tirel
Andrey Tirel Member Posts: 15 Thought Leader
First Anniversary
Hi CS Friends,

I am part of a small CSM (but fastly growing) team of 4 CSMs and our director. We are brainstorming the best tools/processes around keeping track of QBR/EBR that are upcoming and something that we can share across the org (i.e. product, sales etc). We do not have Gainsight but do have Salesforce. 

Andrey Tirel
Customer Success Manager


  • Yanira "Janita" Sesniak
    Yanira "Janita" Sesniak Member Posts: 53 Expert
    edited November 2020
    Hi @Andrey Tirel - One way I've done this in the past using Salesforce is create a custom field titled "Next QBR date" and trained all teams to check this field in the company profile to keep track of upcoming dates.