For medium to large organizations, spreadsheets cannot support weekly customer success reports for consistency and collaboration issues. Reviewing more than one CSMs’ information that doesn’t comply with a standard layout can cause friction. CS platform makes it easy to present data in a tabular effort, with dynamic addition and removal of columns, supported by zoom in and out of all relevant data. With convenient access to all built-in metrics, customer feedback, and other relevant content, CSM does not have to look for data when needed.
