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How Tines uses a Joint Account Plan to Manage Expansion Opportunities

Explore how Vicki Sorensen, Global Head of CS at Tines, and her team use Vitally Docs to streamline processes and drive expansion at scale.

About this Blueprint

Blueprints are a collection of Vitally best practices and use cases brought to you by today's Customer Success thought leaders.

In this Blueprint, we’ll explore how Vicki Sorensen, Global Head of Customer Success at Tines, and her team use Vitally to streamline processes and drive expansion opportunities at scale.

By leveraging Vitally Docs, the Sales and Customer Success team at Tines is able to surface relevant information about an account into a centralized space and collaborate on a plan to drive customer growth.

How this Blueprint works

Vicki at Tines has created a Doc Template that can be easily applied to different customer accounts. Within the Joint Account Plan, you’ll find the following sections:

  • Account Overview: Surfaces metrics like customer health, plan type, features used, and more for quick access by the teamsome text
    • With Docs, you can embed and display any data point that lives in Vitally! This could be Vitally Custom Traits you’ve created yourself, or data from systems like Salesforce, Snowflake, and more.
  • Sales Account Plan: Provides a space where the Account Executive and Customer Success Manager can collaborate on the best way to setup an account for long-term growth and success
  • Relationship Map: Enables the AE and CSM to record and map out key contacts from an account to ensure the right communication strategy moving forward
  • Internal Assets: Offers a centralized space to store customer assets such as documents, links, decks, and more
  • Account Health: Gives the Tines team a quick overview into real-time customer health and product usage. With this data, the Sales and CS teams can formulate a strategic plan based on the customer’s overall profile.

Using Docs, Tines' Sales and Customer Success teams can stay in sync and collaborate all in one place - no need to navigate to other systems to get work done!

KPIs Impacted
  • Expansion Revenue
  • CSM Productivity / Efficiency
  • AE Productivity / Efficiency
About Tines

Founded in 2018 in Dublin by experienced security practitioners, Tines makes teams more effective and efficient.

All teams across a company are too often stuck doing tedious manual work, and Tines wants to change that. Tines is an automation platform designed to allow anyone to connect their technology stack and automate any repetitive manual task, regardless of complexity. No integrations, apps, plugins, or custom code required.

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