How to Engage with the CSM Team (Internal)
The CSM team will work with customers - both Key Accounts and all customers - on a variety of topics. See the below matrix for details.
The CSM Case Queue is the managed point for requests directed to the Customer Success team.
This ar...
How to Submit a Case to the CSM Queue (Internal)
This article provides step-by-step instructions for Bold Group staff to correctly submit a case to the Customer Success Management (CSM) Queue in Salesforce.
Proper submission ensures visibility, accountability, and that the CSM team has all t...