Greta S.

Thanks!

We've explored going outside of a traditional CSP but we're just not ready for that at this point - we're going with a traditional CSP for sure this time around

Main use cases are: 1) holistic view & account level view of customer health, 2) managing along the customer journey from onboarding through renewal through growth, 3) email cadencing, both manual & trigger-based cadences, 4) day-to-day task management for CSMs

CRM is Salesforce

Looking to replace catalyst for two main reasons: 1) Since being acquired, the investment in the platform has come to a near standstill, including no plan to incorporate any AI capabilities, and 2) We've run into some pretty critical limitations especially when it comes to integrations (doesn't integrate with Intercom, our support platform) and in case management