Webinar Q&A: Why High Touch and Tech Touch Should Be Friends, Not Enemies
Education Services Group
JULY 20, 2021
Scheduling/automating QBRs and touchpoint tasks can be simple ways to help time manage accounts so the CSM doesn’t have to comb through their full account list each day or week. Take back that time spend copying records over and let the CSMs focus more on that next set of action items.
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