Segmenting customers by portfolios, based on predefined criteria, greatly helped in the customer management process. Additionally, performing tasks within the Customer Journey improved tracking and allows for more assertive management of portfolio coverage. Measuring the health (health score) of customers through usability tracking and according to the perceptions of the responsible CSMs also greatly facilitates the identification of which customers need more attention. Review collected by and hosted on G2.com.

Some dashboards do not allow exporting important reports that I need for better control and distribution. For example, I miss a report from the Home screen that shows the fluctuation of the customer's health score over time. Review collected by and hosted on G2.com.