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In this on-demand webinar, David Leibell, Manager of Account Management at Matik, explores how leveraging data in customer conversations empowers CSMs to make each interaction impactful. Using data not only helps build trust with customers but also demonstrates product value over time. However, incorporating data into touchpoints can be both complex and time-consuming. As a result, many CSMs struggle to create these valuable interactions consistently, often limiting them to only a few customers each year.
Watch this webinar for practical & actionable ways to simplify and streamline the creation of data-rich touchpoints, including:
Examples of data-rich touchpoints throughout the customer lifecycle
How to get data to a state where it can be easily used by CSMs
The do’s and don’ts of using data in customer touchpoints
How to enable the team to better communicate this data