Day in the Life: CSM + AM (16:47)

Day in the Life: CSM + AM (16:47)

Nurturing Client Relationships + Managing Renewals and Upsells

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Course Description

Check out how our CSMs + AMs, Rebecca and Michelle, use Groove in their day- to- day! Highlights include:

  • Team Flow Structure + Sharing Messaging
  • Record important details and Stay Up-to-date
  • Following through on Following up
  • Connecting Internally to Manage Customers
  • Leave no contact behind
  • Personalize according to audience

Curriculum

  • Day in the Life: CSM + AM
  • CSM + AM: Questions?

Course Description

Check out how our CSMs + AMs, Rebecca and Michelle, use Groove in their day- to- day! Highlights include:

  • Team Flow Structure + Sharing Messaging
  • Record important details and Stay Up-to-date
  • Following through on Following up
  • Connecting Internally to Manage Customers
  • Leave no contact behind
  • Personalize according to audience

Curriculum

  • Day in the Life: CSM + AM
  • CSM + AM: Questions?