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Solutions

Marketing teams

Sales teams

Customer success teams

Product

Pricing

Blog

Log in

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Teaming for Customer Success

Make your Customer Success team unstoppable.

Sign up with your work email to start your 14-day free trial. No credit card required.

Sign up with Google

Sign up with Microsoft

Or sign up with your email address.

Teaming for Customer Success

Make your Customer Success team unstoppable.

Sign up with your work email to start your 14-day free trial. No credit card required.

Sign up with Google

Sign up with Microsoft

Or sign up with your email address.

Teaming for Customer Success

Make your Customer Success team unstoppable.

Sign up with your work email to start your 14-day free trial. No credit card required.

Sign up with Google

Sign up with Microsoft

Or sign up with your email address.

A complete toolkit for Customer Success

Build operational excellence with team intelligence for your customer success team.

Support for every CSM building great customer relationships

Build efficiently scalable processes for CSMs to help customers thrive

Renew & Grow Customers

Eliminate customer knowledge transfer with Teaming's AI note-taker. Every customer meeting is automatically summarized and available to anyone who needs them. Create seamless customer hand-offs every time with dedicated customer streams that maintain a rich account history. Simplify collaboration and keep everyone informed and aligned on campaigns from inception, to execution, to review with Teaming’s AI-notes and meeting summaries.

Support for every CSM building great customer relationships

Build efficiently scalable processes for CSMs to help customers thrive

Renew & Grow Customers

Eliminate customer knowledge transfer with Teaming's AI note-taker. Every customer meeting is automatically summarized and available to anyone who needs them. Create seamless customer hand-offs every time with dedicated customer streams that maintain a rich account history. Simplify collaboration and keep everyone informed and aligned on campaigns from inception, to execution, to review with Teaming’s AI-notes and meeting summaries.

Support for every CSM building great customer relationships

Build efficiently scalable processes for CSMs to help customers thrive

Renew & Grow Customers

Eliminate customer knowledge transfer with Teaming's AI note-taker. Every customer meeting is automatically summarized and available to anyone who needs them. Create seamless customer hand-offs every time with dedicated customer streams that maintain a rich account history. Simplify collaboration and keep everyone informed and aligned on campaigns from inception, to execution, to review with Teaming’s AI-notes and meeting summaries.

Meet your team's potential with CS team intelligence.

Teaming isn’t like software you’ve used before that simply measures performance, it learns how your team communicates and makes decisions, what work has the biggest impact, and offers personalized, contextual, and timely recommendations for becoming an even more effective CS team.

Start your free trial

Break down silos with adaptive CS team intelligence.

CS doesn’t work in a silo. Being an effective team also means knowing how to work well with other teams. That’s teaming.

Teaming for CUstomer success + Sales

Align with Sales

  • Norm faster with sales team members with DiSC and AI-generated 1:1 coaching. Know your likely strengths and blindspots before you work together.

  • Streamline communication with shared, AI-generated meeting notes.

  • Create shared, visible customer-specific goals and see each customer’s realized-value and customer health scores in one place.

Teaming for Customer Success + Product & Engineering

Align with Product & Engineering

  • Automatically summarize and relay customer feedback.

  • Coordinate communication about new releases, bug fixes, etc. more effectively than slack/teams/chat.

Teaming for Customer Success + Marketing

Align with Marketing

  • Share valuable testimonials, case studies, and customer feedback that can be used in marketing campaigns.

  • Get market research, training, and valuable customer materials from marketing in one place.

Teaming for Marketing teams

How does Teaming work for CS meetings?

Weekly Team Meetings & Standups

  • AI-note-taker for documentation

  • Automated action items & follow-ups

  • Visual team goals for accountability

  • See team communication strengths & blind spots

  • AI-based meeting tips for more productive meetings

1-on-1 Meetings

Customer Meetings

Quarterly Business Reviews

Onboarding & Handoff meetings