⭐Role-based Hubs
Inspiration for personal and shared CSM & AM Hubs
About
The following Workshop videos highlight different personal and shared Hubs our CSMs and Account Managers have created to increase their productivity within the tool. There is no right or wrong way to structure your hub, but you can pull from these for inspiration on building your own.
Use Case Overview
The three videos below cover distinct use cases for our team:
Building a Personal Hub for Strategic Customer Success
Building a Personal Hub for Mid-Market Customer Success
Building an Account Management Hub
Strategic Customer Success Hub
Mid-Market Customer Success Hub
Account Management Hub
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