Hey all, do you have an internal “customer dashboard”? What kind of information do you show there?

That’s a bit broad. Do you mean a CRM or something to do with consumption/usage metrics ?

I was thinking about customer success dashboards - so it does cover a bit of both...

Currently using Notion + Hubspot to track customer activity and manage opportunities respectively. I have seen companies use metabase/tableau for consumption reporting. No single platform for all of this. Hope that helps.

Thank you @Raj Sagiraju ! Any chance you can share some of the information you are tracking?

On Notion. I have a dashboard that tracks/documents the following per customer. • Meetings - Attendees, Next steps .. etc • Notes - Technical/Business discovery, Sizing .. etc • POCs • Architecture diagrams. Hubspot • Deal related info. Mostly managed by my AE. Currently not using any usage tracking software at Deltastream.

oh wow

If you are looking to have something to track your convos at Nile, I can help. If you are looking to find a solution for all this mess, I am super interested in having a conversation. I have some thoughts/opinions on this :)

We got a simple dashboard when Ram kept asking how many signups, whether each customer is still active, how active are they... every single day for an entire week. Collecting all this manually every day was a huge waste of my time, and he kept having new questions! For convo we use Hubspot. But we care a lot more about tracking activity of everyone who signed up.

Yeah .. tracking signups and activity is whole different problem.

can you share what you use for support tickets?

Slack and my email address for now .. haha

right now we use Slack, and honestly, I kind of like it. But very difficult to report on.

Yeah reporting is hard on slack.

reporting seems minor, until you want additional headcount and the CEO is asking to see some numbers.

Yea … most customer facing tools are for built for leadership.

yeah

To answer all the Qs

@Gwen Shapira Check this for slack https://clearfeed.ai/

@Lalit Pagaria you always have the best tools for everything 🙂