I’m trying to set up a pooled inbox for my CS team of 4 people with about 165 accounts and I was wondering how others have approached this. We are using Gmail and it seems difficult to have everyone just share a log in. Would it be better to wire this through hubspot or something? Any advice is helpful. Thanks!
And what’s your book size? Just trying to understand if I should push for more meetings. I have 180 customers and have about 2-4 meetings a day. But the product is pretty self-serve so most customers don’t care to meet with me regularly, only when something breaks.
Hello! Just wondering how your teams are using AI for scaled CS? Do you have Claude hooked into your CRM and triggering at-risk accounts? Or do you mostly use AI for email generation? Anything would be helpful, just looking for new ideas! Thanks :)