Is Your CSM Team Using Wrike?


Hi everyone! ๐Ÿ‘‹ Is anyone's CSM effectively using Wrike to manage their accounts from a customer success standpoint (not client support, tickets, etc.)? Looking to answer:

  • How are you using workload/resource management with your CSMs?
  • How did you organize your dashboard; spaces, folders, projects, etc.? 
  • Tips for a marketing team to organize Wrike for maximum efficiency. 

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Spot On Innovative Approach Stellar Advice

Hi Liz Grier! ๐Ÿ™‚

Seeing that no one provided insight here yet, I thought I'd provide some resources for you - please let me know if you have any questions, I'll be happy to discuss!

Wrike Resource



Tasks, folders, projects, spaces

Folders and projects

Wrike for Marketers

Also, please check out our webinar page:


Have a great day! 


Lisa Community Team at Wrike Become a Wrike expert with Wrike Discover

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