For Information Services CEOs: Notify CSMs on new customers

CEOs at information services see onboarding stall when lifecycle changes to customer are missed. Instant alerts send assigned CSMs customer, deal and plan details so onboarding begins quickly.

Overview

Missed lifecycle changes stall onboarding and put activation and upsell at risk for information services businesses. Delivering customer, deal, and plan details straight to assigned CSMs and creating an activation task ensures cleaner handoffs, and teams report fewer missed activations.

Notable Features

Send alerts to assigned CSMs
Include budget deal and plan details
Create onboarding task in project management