Lean, Not Perfect: From CRM Data to Upsell Signals
Your customers send you expansion signals every day. A new location opening in six months, a contract with another vendor that ends soon, a reorg that brings new tasks into the team. But your CSMs are busy firefighting and solving technical issues, and these signals get lost in call notes and inboxes.
In this 3rd round of Claude 💘 CRM, you’ll hear how the Berlin-based guest feedback platform Customer Alliance changed that with the tools they already had.
Eris Selamaj, Senior CSM at Customer Alliance, built the workflow himself. He will show how it works and what happened when it reached accounts nobody had spoken to in months. And Joanna Wróblewska, Head of Customer Success, will share what it took on the leadership side to make it work.
45 minutes over lunch, a real story and time for your questions. For CS leaders who can't afford to wait for perfect data.