C360: Create an account profile section of the C360 where CSMs can capture notes, relevant information about customer
CS Data Management & Integrations
CSMs need a place to capture specific details about the customer that they would otherwise have to document in an external tool.
Some of the key things to capture:
Business Description
Mission Statement
Website URL
Account Team member names/contact details
Recurring call specifics (date, time, bridge info)
Key Contact names/contact details
Pain Points
Current/Future Projects
General Notes
Some of the key things to capture:
Business Description
Mission Statement
Website URL
Account Team member names/contact details
Recurring call specifics (date, time, bridge info)
Key Contact names/contact details
Pain Points
Current/Future Projects
General Notes
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Are we going to be able to show this field on the Account?
Regarding your second comment on a VP needing a quick overview of what's up with a Customer, I see two paths that are not mutually exclusive:
V1 of notes, activities and timeline is available now. Please let us know your feedback.
Thanks,
Nitisha
Thank you for the update. We are hoping to update a date field based off of certain notes being created.
Can you help me understand what objects we need to pull off of in reports or rules for Notes in the Timeline?
Reporting or building rules on this data is not possible currently, unfortunately. We are actively working on it, though, and we are also considering providing certain roll-ups directly at the Customer level. Would something like Last Activity or Interaction Date cover your use-case?
We have a custom field called "Last Meeting" we would like this to be written to.
We are a new customer and one of the big hold-ups for us is the lack of a profile section as Jeff previously mentioned:
-a definable series of free text or other editable fields to capture more detail about an account that can be used as a quick reference.
- Think if VP needs a quick overview of important details before calling executive contact at the customer.
- We wouldn't need several versions of these fields, just one that can be constantly updated by the CSM.
- Leverage the MDA objects we can create to shape what those fields are per customer.
Could you shed some light if this is still in the roadmap and an ETA?
Thanks!!!