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Notion CSM Dashboard — A second brain for customer success managers
The Notion CSM dashboard is an all-in-one operating system for CSMs to manage customers' information, plan and execute on projects and tasks and track performance against KPIs.
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@felix_digistash Thank you so much for your support, Felix! I would say that the hardest part was to make sure that the dashboard captures all the moving pieces in a CSM's day-to-day while keeping it simple and easy to use to ensure it will actually add value to a CSM's life and not create more work.
Congratulations on your Product Hunt launch!
The CSM Dashboard sounds like a game-changer for Customer Success Managers. I love how it addresses the unique needs of CSMs and provides a centralized platform in Notion for managing accounts, tracking activities, and measuring impact.
The list of features is impressive, and the benefits, such as streamlining workflows and increasing efficiency, are compelling.
@worklab Hi Deepaak, I truly appreciate your feedback and recognition of the benefits included! Your perspective is really valuable given your immense expertise with Notion.
@eonpilot Hi André, just the CSM dashboard is $59 but you can find additional options with training in here: https://scaleupnotion.gumroad.co...
Tracking and reporting is what makes the difference. By far one of the most useful dashboard, congrats.
@iampascio Thank you so much Pascio! I'm applying all the lessons I gathered from you!
Congrats Carina on the launch of this amazing product! An all-in-one system for manage customers' information is the dream! Can't wait to check it out!
Congratulations, Carina, on this awesome template! I'm calling all CSMs out there to try it. It will make your work much more manageable and seamless.
Thank you, Carina. This is the best CMS dashboard I have used. It is intuitive and gets me right to the information I need for customers.
From one CSM to another, you nailed it. Awesome work.
@edward_weldon Thank you so much Edward! This means a lot coming from another CS practitioner and leader!
Thank you for laying out so clearly all the metrics and tasks that a CS leader needs to continuously keep track of to ensure the success of their org! This is super useful!!
🔌 Plugged in
This is the most comprehensive CSM dashboard I’ve seen so far. Your deep expertise and first hand experience in Customer Success makes this dashboard stand out from every other tools I’ve seen in the market. Thank you, Carina!
@alexandros_marantelos Thank you so much Alex! I'm glad to hear this feedback from an experienced CS manager and leader like you!
@vivan_puri5 Thank you so much for the support, Vivan! Let me know your thoughts when you try it out!
congratulations for the work @carina_brasil_da_cunha , the template helps to clarify and direct the steps and actions... success
Congrats Carina for your launch! The template looks amazing! The list of feature is huge and the price is super convenient!
I think this offers a great framework to support all customer services activities and can be used in the early design phase to plan ahead and embed CSM needs in the product/service design. Well done, a very comprehensive product!
@alessia_isjanas Thank you so much for the feedback and for your perspective from a service design standpoint!
Wow! The CSM dashboard looks amazing and it's perfect to help us keep track of things and continusly improve customer metrics and retention. Super impressed!
CSM Dashboard