Salesforce is a super versatile tool.
But most companies are using it to track leads and manage sales opportunities. That's it.
After the closed-won date:
No key contacts.
No interaction records.
No risks.
No action items.
No call notes.
No success plans.
#customersuccess leaders: there is so much power at our fingertips waiting to be utilized after the sale.
How are you using CRM to track and measure performance, and ultimately defend the value #cs is providing to the business?
If you're not, what are the barriers? Ownership, ops support, other?
