CSMs don’t need to chase reps for customer details like pain points, goals, tech stack, or key stakeholders. Just share your handoff spreadsheet with Sam, and it fills in the blanks. That lets CS focus on strategic account planning, not gathering info.

How? Sam joins sales calls to support reps and SEs, so it hears everything—pain points, desired outcomes, tech stack—just like a rep would. But unlike a rep, Sam never forgets.

‍

Nagging problem. Simple & elegant solution.
‍