Keep CSMs informed on design project starts and handoffs

Customer experience specialists miss project updates in CRM, causing onboarding delays. This posts qualifying project, account and contact info to CSM tools so implementations start faster.

Overview

Graphic design organizations risk delayed launches and unhappy clients when implementation handoffs slip. Connecting qualifying project updates to your customer success platform creates tasks and alerts for implementation managers and CSMs, ensuring onboardings start faster and missed follow-ups are eliminated.

Notable Features

Post qualifying updates to CSM
Include account and contact details
Trigger handoff notifications for implementations