Accounts
Creating an account, its tabs, stakeholders, goals and risk.
The Context tab
Access commercial deal history, customer commitments, internal AE notes, and signed contract terms on the account Sales Handoff context tab in ValueRamp.
CSM · Admin · OM · 4 min readReply to a customer from the Messages tab
Read shared customer portal conversations, send replies to customers and stakeholders, and track email notifications from the account Messages tab.
CSM · Admin · OM · 3 min readAn account's overview page
Track onboarding velocity, read AI health summaries, watch churn risk signals, and move between the workspaces inside a ValueRamp account.
CSM · Admin · OM · 4 min readAdoption Health and the Engagement score
Track customer adoption health across four independent dimensions, monitor 90-day engagement signals, and evaluate responsiveness, tone, and meeting participation.
CSM · Admin · OM · 4 min readThe Churn tab and churn risk
Review churn summaries, AI root-cause hypotheses, exit interview captures, save attempts, offboarding plans, and pre-churn risk scoring on account records.
CSM · Admin · OM · 4 min readThe Communications tab
Monitor client conversations, review meeting extractions, track connected channel signals, and inspect synced calendar events on the account Communications tab.
CSM · Admin · OM · 4 min readFormer customers
Track churned and post-churn accounts, distinguish active win-back opportunities from dormant accounts, and execute seamless account reactivations.
CSM · Admin · OM · 4 min readGoals and milestones
Define strategic customer outcomes, track source attribution across the lifecycle, and link tactical implementation plan milestones in ValueRamp.
CSM · Admin · OM · 4 min readRelationships and stakeholders
Map client champions and buying committee roles, configure portal access levels, and invite external customer stakeholders to collaborate in ValueRamp.
CSM · Admin · OM · 4 min readThe accounts list and creating an account
View and filter your customer portfolio, track health and churn risk, and onboard new organizations using the account creation modal in ValueRamp.
CSM · Admin · OM · 4 min read