Anca Cioaca

#announcements - July 18, 2023 at 06:20 PM

Hi all, I am trying to build a document (perhaps excel?) to centralize all customer activities such as case studies, webinars guest speakers, conference guest speakers, CAB, EAP, surveys, etc. The goal is to be able to strategize and coordinate internally what accounts we want to target to avoid advocacy fatigue, avoid internal misalignment, etc. We have a base of approx. 400 accounts. I'm not that worried about scaling, just need a starting point. Our tech stack is comprised of Hubspot, Salesforce, Gainsight, and 6Sense. Any suggestions or templates?

#template-copy-share - July 18, 2023 at 06:16 PM

Hi, I'd love to see a copy of yours. Thanks in advance!