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Reveal for CSM - Main Use Cases
Delphine Le Person avatar
Written by Delphine Le Person
Updated over a week ago

How can your CSM leverage Reveal and partner data ?

Reveal can provide your CSM and AM teams with valuable information on customers.

Improve stickiness

  • Improve stickiness and client retention collaborating with tech and solution partners on their accounts and drive installs

  • Leverage this information to give usage recommendations to your customer

  • Automate next steps push on your joint clients with integration partners

Prevent churn

  • Push your client to integrate with the rest of your ecosystem

  • Monitor low signals to see where your client is developing their tech stack / if they are cutting tools from their tech stack

Detect expansion / Upsells ops

  • Detect expansion opportunities: new integrations, features or additional licenses by identifying new needs/contacts

  • Identify training and expansion opportunities by detecting new touchpoints with your partners

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