Communication between Client Success and Account Executives during customer lifecycle

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Priyanka Yadav
Priyanka Yadav Member Posts: 1 Navigator
edited August 2023 in CS Org Conversations
What are some effective techniques to maintain strong communication and visibility in account status during a customers lifecycle between Client Success Managers (tasked with Adoption KPIs) and Account Executives (tasked with Renewals /upsells) without having to add more meetings on the calendar? Have you seen success with specific tools or resources that provide visibility at any given point to these 2 functions as well as leadership on a clients health status in order to independently take actionable steps? Thanks!
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  • krishna.reddy20072000
    krishna.reddy20072000 Member Posts: 7 Seeker
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    edited February 2021
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    I would recommend Gainsight tool to manage the customer portfolio. IT gives clear visibility in to the portfolio and easy to identify the risk customer proactively to reach out. And also you can scale the team as you grow with Gainsight. I am happy to share more information if you would like to know more.

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