Coming up next –  Mary Poppen & Sandy Yu  Optimizing B2B SaaS Revenue: Mastering Upselling & Cross-Selling Strategies

  • Prioritise your Inbox daily based on Customer Health
  • Reduce Account Receivables through Payment Nudges
  • Increase Revenue with real-time support insights @ fingertips

Seamless Collaboration on Planhat

Customer Success Enthusiast, loves talking to Account Managers and Customer Success professionals to help in achieving business objectives through streamlined access to customer account information and enjoys watching TV, riding motorcycles, and dancing to hip hop. has been designed to make collaboration more contextual for customer-facing teams. Teams like Customer Success, Sales, SDRs, BDRs, Support, Solution & Professional Services need more context to help drive better revenue through delightful customer experience. on Planhat can enable CSMs to collaborate across teams directly from Planhat, without needing to switch context.

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Using Salesforce CRM for Pre and Post Sales process

Table of Content 1.Introduction 2.The Single platform Approach 3.The Separate System Approach 4.The Hybrid Approach 5.AppEQ6.Conclusion Introduction Here’s a thought-provoking consideration: Should businesses use a