With the new feature of timeline and the log of activities, I'm curious to know how other companies will encourage CSMs to register customer activities.
In our case, today we are using CTAs to log meeting/calls annotations.
- CTAs pros: can create reports based on CTA reason, duration, etc.
- Timeline pros: much better interface, formatting, connect with contacts, etc.
- Receives a new QBR CTA.
- Do the call.
- Take notes logging a new timeline activity (without reason categorization).
- Go to cockpit and close QBR CTA without annotations.
What will you guys going to recommend to your teams?