Health Scoring
Custom deal/account fields for health (usage, engagement, tickets). Score via workflow. Low scores trigger CSM outreach.
Onboarding
Sequence-driven onboarding in Freshsales (CS tenant). Milestones per customer. Handoff from sales at close.
Renewal Cycles
Renewal deals in a dedicated pipeline. Start tracking 90 days before renewal. Multi-stakeholder coordination.
QBR Prep
Dashboard per customer showing usage trends, open tickets, CSM activity. CSM opens in 10 seconds.
Expansion Motion
Signals from product usage → new deal in expansion pipeline. Sales-CS handoff where appropriate.