Timelines give you a complete history of every contact and every account. Never be left in the dark. See past meeting notes, email exchanges and more.
Remember everything about your customer.
How does your team log conversations with customers? Google Docs? Evernote? When everyone takes notes in different places, nothing is organized—it becomes chaos. Add a few more people to the team and all of a sudden you’re managing software instead of spending time with your customers.
Timelines give customer success teams a shared record of customer interactions. Easily see how your other team members are interacting with each account. Important emails, call notes, Salesforce activity and health changes are all visible with a single click.
Even small miscommunications with customers can lead to churned accounts. That’s why Trustfuel helps you and your growing team stay on the same page.