Proactive Customer Care at FullStory
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King of Pops
Mailchimp
12/4/2018
Falcons
4/24/2019
Stuff You Should Know
7/18/2019
Pinterest
Delta Airlines
Customer Name
King of Pops
Status
💪 Strong
Stage
03 Customer
Account Note
Has been a great referral source for us. Also, great popsicles!
FS Dashboard
Fullstory
Monthly Recurring Revenue (MRR)
$2,000
Coda Client Doc
©️ Coda
Contract Length
Monthly
SFDC Profile
☁️ Salesforce
Renewal Date
Sales Rep
JS
John Scrugham
Success Owner
LG
Lane Greer
All Contacts
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1
Full Name
First Name
Last Name
Phone
James Knoll
James
Knoll
(954) 534-3204
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Action Items
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1
Done
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Action Assigned
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JS
John Scrugham
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Meeting Notes
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1
Date
Attendees
Notes
Any Action Items?
11/26/2018
James Knoll
Went really well!
Send webinar link for other metrics
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