QBR/EBR Tracking Tool(s)

Andrey Tirel
Andrey Tirel Member Posts: 15 Thought Leader
First Anniversary
edited November 2020 in Customer Success Leadership Community
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. 


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Andrey Tirel
Customer Success Manager
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Comments

  • 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.

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