Members of the Professional Services team tackle tons of activities each day, and it’s essential that they stay organized. In this video, you’ll see how a member of the Services team: 

• Uses project records to manage work and work towards team goals
• Prioritizes activities by using Cockpit
• Uses Playbooks and Tasks to stay organized and act on customer activities
• Prepares for and participates in customer meetings in the C360
• Tracks customer updates and notes in Timeline
• Monitors customer health using comprehensive scorecards
• Enables cross-team success by preparing for future opportunities
• Improves on results by learning from customer insight