Your best CSMs already know how to keep an account. PraiseLoop coaches it into the rest of the team.
Every CSM gets coached, whoever their team lead is. You get one view of which plans moved renewals, by team and by type of problem.
Health scores tell you which accounts are at risk. PraiseLoop shows your team what to do differently.
Your tools can flag the account. They can't tell you why one CSM has renewals moving months ahead while another finds out at the renewal date. That gap is habits, and habits can be coached.
Meanwhile your team leads spend the week on escalations, and the CSMs who are doing well get the least of their time.
Where your team leads' time goes.
PraiseLoop does the legwork with the CSMs who are behind, in every team. Your leads spend their time on the accounts and people that matter most.
BehindPraiseLoop does the legwork and moves them up, with a plan the team lead agrees.
On trackWhere the team lead's time goes, along with the CSMs who are ahead.
AheadThe CSMs bringing in the most, who get the team lead's attention back.
Already tracking renewals in your CRM? That's enough.
PraiseLoop reads your renewals pipeline the same way it reads new business. Here's what it looks at for each CSM, against their own normal.
Next steps agreed
How many client calls end with a clear next step and a date.
Accounts moving forward
How often each account moves to its next stage.
Renewals started early
Whether the renewal conversation starts around month 8, or at the last minute.
Early renewals and renewals at risk
Which accounts renewed ahead of time, and which need attention now.
Every CSM, every week
Including the CSMs whose lead is tied up with an escalation.
What's working, team-wide
Which plans move renewals, broken down by team lead and by the kind of gap.
Something to show the board
Before and after for every plan, on each CSM's own baseline.
“Will my team leads actually use it?”
It comes to them in the morning with what needs them, and it takes about five minutes. The coach handles the day-to-day with each CSM, so you're not asking leads to coach more. You're asking them to approve a plan and step in when it matters.
Want to see it on your team?
Book 20 minutes. We'll show you how it works, then look at where the gap is costing your team.