Hello @Alexis and the rest of the CSM team. I have recently moved into the position of VP of Customer Success for my company. I would love to know if you are managing your customer accounts entirely in Asana or if you use a more specific SaaS for CSM, like Totango. I’m secretly (not secretly!) hoping that you do everything in Asana and have the ultimate workflows and templates which you are ready to share:crossed_fingers:
If there are CSM folks in the community, I’ll take any and all recommendations. We’re currently in the no-man’s land, multi-platform nightmare that is Asana, JIRA/Confluence, FreshDesk and get ready for it… Netsuite. We are predominantly a manufacturing org with a new SaaS product… our business model is anything but traditional. My goal is to streamline where possible without pissing people off.