Response from Customer

Auto Assign CSMs

Userlevel 3

Hi Folks - 

It would be nice if we had an option when creating customer records to automatically assign a CSM when we are creating a company record - based on the lowest number of Companies assigned to the CSM on the time of company creation. 

Ive hacked a solution around this but its less than perfect. 


Kind Regards, 



2 replies

Userlevel 4

@mark_deegan - Hello Mark, could you help me understand the following -

  1. Typically, how many customers does a CSM handle?
  2. What are the categories (Small / Medium / Enterprise) of customers your CSMs handle?
  3. How is your CSM team distributed for these categories of customers?
Userlevel 7
Badge +2

@mark_deegan I am going through the older posts and found this in the queue. We need your inputs here to proceed further.