Things at work have been hectic to say the least. Weekly one-on-ones are now seemingly impossible to schedule with my team.
How can I use ChurnZero to stay on top of my CSMs’ activities? I’d like to stay close to important account changes and ensure my team feels supported.
-Making Up for Lost Time
Dear Making Up for Lost Time,
Staying on top of your team’s activities can be difficult, and this has become more challenging as many of us transition to working from home. We’ve lost much of the informal communication we once took for granted – for instance, a CSM being able to pull you aside in person to discuss a difficult account.
While ChurnZero can’t fully replace team meetings, we can help you stay up to date on your team’s activities and important changes with customers. Here are 3 ways ChurnZero can help:
Segmentation is a powerful tool used to monitor your team’s activities. Using My Segments, you can identify at-risk customers on a CSM-by-CSM basis. You also can also spot larger trends across a rep’s book of business, such as average renewal times or patterns in ChurnScores. This data presents opportunities both to recognize CSMs’ efforts, or coach them if a customer needs more individual attention.
Maximize the use of My Dashboard
You can also use My Dashboard to track team member engagement at the individual level. My Dashboard offers an easy way to track team member output during specific date ranges. Whether you are reviewing activity from the most recent week or last quarter, you can easily keep a pulse on your team. Here you can track CSM-created Activities, Email Messages and In-App Announcements.
Consider using Alerts to flag priority notifications. This can be done on a CSM-by-CSM basis to ensure you stay up to date with their account developments. Alerts can take many forms, but here are a few examples used by other ChurnZero customers:
- High Risk Renewals with low engagement in the last 30 days
- Customers with no touchpoints in the last 20 days
- Customers who are behind in their onboarding journeys
Alerts can be saved and pinned for later review. This is valuable for making note of statistics you’d like to revisit in 1:1s or team meetings.
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