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Contact Map/Hierarchy

What tools are you using to track/map your client contacts? In previous companies, we have used a slide deck with a hierarchy chart, and the sales team at my last company was using Lucidcharts that integrated with SFDC... but we still mostly worked from Lucid and just linked from SFDC. I'm...




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RE: Building a customer reference program/repository

Would love to hear about some of the platforms you all are using for reference management. We have the same struggle as Markus. -- Andrea Brisker Customer Success Director SimpleLegal San Francisco --


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RE: Building a customer reference program/repository

Hi Marcus - We use a reference management system to track everything you mentioned plus other advocacy related data such as: are they willing to do case studies, speaking engagements, peer reviews on things like G2 crowd, speak to analysts, give PR quotes, etc.. We also keep note of what they...


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RE: Building a customer reference program/repository

Markus are you looking to evaluate Reference Management Platforms? I have done this in the past and have deployed systems. I'm actually looking at this again right now and would be happy to discuss. -- Carlos Gonzalez ADP --


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RE: Looking for gems of information, to do's and not to do's! product driven - Low touch mid market/ enterprise customer base

Josh, Yours would be an interesting use case to add. So far, many of scenarios are in B2b SaaS. A mixed approach of digital touch for on-prem & SaaS would make a great addition. Let me know if you like to collaborate, glad to get your insights. -- Harish Maiya Tech driven CS leader --


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RE: Looking for gems of information, to do's and not to do's! product driven - Low touch mid market/ enterprise customer base

Hi Harish - It would be great to see the playbook when it's published. We're building digital/low touch for a mixed SaaS/on-premise so always looking for insights. -- Josh Buckley Customer Success Innovation & Intelligence VMware --



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RE: Looking for gems of information, to do's and not to do's! product driven - Low touch mid market/ enterprise customer base

Hi Craig, Congrats on your new position! I am currently working with fellow CS leaders to compile playbook on digital touch for customer success. Happy to discuss and share knowledge with you. Harish -- Harish Maiya Tech driven CS leader --