Engagements
Engagements can document and track interactions between the service provider and customer accounts throughout the customer success journey.
An engagement provides a centralized view of all activities related to an account. It maintains a historical log of all activities, like customer meetings, support interactions, health checks, and renewal discussions.
The engagement record is used to:
- Track customer history: It captures past interactions and enables the customer success teams to monitor the account journey.
- Make informed decisions: Set reminders for future events and maintain consistent follow-ups as required.
- Create automated triggers: Can be configured to trigger events automatically based on specific engagement types or statuses.
- Provide enhanced reporting and analytics: Generates reports and insights related to account health, satisfaction levels, and engagement frequency.
For more details on the engagement record and its features, see Engagement home page.