Is Your CSM Team Using Wrike?
Hi everyone! 👋 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.
Hi Liz De Beer! 🙂
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
https://help.wrike.com/hc/en-us/articles/360024767374-Wrike-Resource-Overview
Dashboards
https://help.wrike.com/hc/en-us/articles/209604469-Dashboards
Spaces
https://help.wrike.com/hc/en-us/articles/360020311174-Spaces-Overview
Tasks, folders, projects, spaces
https://help.wrike.com/hc/en-us/articles/210322705-Building-Blocks-Tasks-Folders-Projects-and-Spaces
Folders and projects
https://help.wrike.com/hc/en-us/articles/209603609-Create-Color-Code-and-Edit-Folders-and-Projects
Wrike for Marketers
https://help.wrike.com/hc/en-us/articles/210412605-Wrike-for-Marketers
Also, please check out our webinar page:
https://www.wrike.com/webinars/
Have a great day!
Lisa Community Team at Wrike Wrike Product Manager Станьте экспертом Wrike с Wrike Discover
Lisa Wrike Team member Станьте экспертом Wrike с Wrike Discover