- Account Update: this is more of a catch-all to track interaction with a customer that you want to make note of but is not necessarily tied to a scheduled meeting/milestone.
- Training Strategy Meeting: A scheduled meeting but not one we can automate through a call to Action
- Customer Steering Committee Meeting
- etc (there are several more)
Our CSMs currently use several predefined types of interactions to track activity with customers outside of Gainsight. As we move into Gainsight/CTAs to track all activities, it is important for us to have something like a drop down option when manually creating CTAs to allow folks to choose from a predefined list (so, rather than entering a "Subject I picture the drop down option appearing) and not enter free form text for the CTA Subject . This will enable us to maintain standards for reporting and tracking of our various types of interactions. Examples of the types of Activities we're currently tracking from a predefined set of options are:
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.