Customize Your GoCSM Experience

GoCSM is designed to be flexible and adaptable to your unique needs:

1. Workflow Customization: Adjust internal and customer-facing workflows to match your processes.

2. Dashboard Personalization: Rearrange dashboard elements to focus on your key metrics.

3. Notification Settings: Fine-tune which alerts you receive and how.

Remember, GoCSM's strength lies in its ability to adapt to your specific customer success strategy. Take time to explore these features and configure them to serve your team and customers best.

Best Practices for Customization

Start with Core Functionality:

• Begin by mastering GoCSM's out-of-the-box features before diving into heavy customization.
• Gradually introduce custom elements as your team becomes more familiar with the platform.

Involve Your Team:

• Gather input from customer-facing team members when customizing GoCSM.
• Ensure customizations address real pain points and opportunities identified by your team.

Test and Iterate:

• Implement new customizations in phases, testing each thoroughly before full rollout.
• Use GoCSM's analytics to measure the impact of each customization and refine as needed.

Document Your Customizations:

• Maintain clear documentation of all customizations made to GoCSM.
• Create training materials to ensure your team can effectively use custom features.

Regular Reviews:

• Schedule periodic reviews of your GoCSM setup to ensure it continues to meet your agency's evolving needs.
• Be prepared to adjust customizations as your agency grows and changes.