MemberSpace Scales Customer Success with a Custom Health & Risk Dashboard
See how MemberSpace scaled Customer Success to reduce churn, increase NRR, and save hours in the week with a Health & Risk Dashboard in Vitally.
360 Dashboard: Renewal Journey
Learn how to create a Customer Dashboard to easily manage client renewals.
360 Dashboard: Command Center
Learn how to create a Customer Dashboard to manage your day-to-day account activities.
Analyze Multi-Channel Customer Interactions with Steph’s Thena Dashboard
Learn how Steph Townes, Senior Customer Success Manager at Vitally, leverages Dashboards to track and report on customer interactions from Thena.
GetResponse’s Dashboard for Understanding CSM Activity
Learn how Przemysław, Customer Experience & Implementation Team Lead at GetResponse, effectively tracks and understands CS activity levels at scale.
AI-Generated Call Summaries for CSMs at Zapier
Explore how Sara Bonanno, Sr. Customer Success Operations Specialist, automates and surfaces call summaries for CSMs at Zapier.
How Peggy from Vitally Ensures Accurate Forecasting and Financial Projections
Discover how Peggy Wang, Head of Finance at Vitally, uses custom Dashboards & Reporting to gain visibility into key financial and customer metrics.
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