CSM Dashboard

Name: CSM Dashboard
Rating: 5.0 (3 reviews)

A Second Brain for Customer Success Managers

5.0•3 reviews•

155 followers

A Second Brain for Customer Success Managers

5.0•3 reviews•

155 followers

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The CSM dashboard is an all-in-one operating system for CSMs to manage customers' information, plan & execute on projects and tasks and track performance against KPIs.

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Launch tags:Productivity•Customer Success•Notion

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CSM Dashboard

Maker

📌

Hey PH Community! I’m Carina, the creator of the CSM Dashboard! This is my very first Product Hunt launch and I'm super excited to introduce you to my latest Notion Dashboard. As a Head of Customer Success, I'm well aware of how unpredictable the day in the life of a CSM can be, switching from success planning to putting out a fire with a customer and everything in between. This is a heavy cognitive overload and means that information is scattered across multiple apps, paper notes and even your brain. This makes you dread the moment when you need to put together a status update for your manager. I have looked for solutions in the market but none met the unique needs of a CSM. So I decided to create the CSM Dashboard in Notion. The CSM Dashboard is a Second Brain specifically designed for CSMs, allowing you to easily stay on top your accounts and all the important aspects of your work in a single app. It is designed to help you store information, plan your activities, track your workload and measure your impact on your customers. It can replace google drive, google docs, google sheets, apple notes and more. The CSM Dashboard includes: • Quarterly KPIs tracker • High Impact Activities tracker • Accounts & Contacts database • Projects Tracker • Meetings & Tasks calendar • Upcoming Renewals • Time Tracker • Product requests tracker • Resource database • Step-by-step guide on how to add your data • Video walkthrough By using the CSM Dashboard, you’ll be able to: • Streamline your workflows • Get a complete picture of your book of business • Reduce your workload • Free up time to be more proactive with customers • Increase your efficiency • and stand out from your peers! I’ll be here all day, so feel free to drop your thoughts or questions about this Notion dashboard. Have a great day, Carina

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3yr ago

@carina_brasil_da_cunha good stuff! I've just shared with my team.

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3yr ago

CSM Dashboard

Maker

@mario_mouraz1 Thanks for sharing Mário!

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3yr ago

The Simple Finance Tracker

Huge congratulations on the launch Carina! Can not wait to check it out! If I can ask you, what was the hardest part about building that template?

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3yr ago

CSM Dashboard

Maker

@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.

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3yr ago

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.

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3yr ago

CSM Dashboard

Maker

@edward_weldon Thank you so much Edward! This means a lot coming from another CS practitioner and leader!

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3yr ago

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.

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3yr ago

CSM Dashboard

Maker

@heyassim Thank you so much Assim!

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3yr ago

Congrats on your new product launch Carina! This all-in-one operating CSM dashboard looks pretty professional and comprehensive!! It includes all the key features! Keep up the great work!! Best of luck!!

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3yr ago

CSM Dashboard

Maker

@mirako_liang Thank you for your support Mirako!

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3yr ago

Tracking and reporting is what makes the difference. By far one of the most useful dashboard, congrats.

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3yr ago

CSM Dashboard

Maker

@alberto_grieco Thank you for the support and feedback, Alberto!

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3yr ago

The Travel Dashboard

CSM is both crucial and currently underserved from a product perspective. Carina’s CSM Dashboard is an incredible option to get an immediate CSM structure in place

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3yr ago

CSM Dashboard

Maker

@dom_spanos Thank you so much for the support and feedback!

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3yr ago

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5.0

Based on 3 reviews

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