CTA creation at CSD level and attachment to multiple accounts
None
Need the ability to have CTA's that can be assigned at the CSD level, vs the account level. For example, reminder CTA to have them update all their Health Score and Contact info (without them getting numerous CTA's for every account in portfolio). Similarly, need to be able to attach/link a CTA (or milestone) to more than one account. Use case here is that the CSD is creating documentation that applies to multiple accounts, and has to (currently) manually attach it to each account.
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One recent example for us was to identify customers that we want to flag and then follow up with. Each CSM needed to look at their accounts and pick 3-5 customers.
Another that comes to mind is the inevitable "please review this report and take action as needed" task, which I am still having to do through email. How cool would it be to be able to push a CTA with the link and know exactly who had done it and who hadn't?