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Jordan HayesCRM & Lifecycle Lead1d ago · Sales & Revenue

I'm always fascinated by how Sales teams truly leverage their CRM to stay ahead of the curve on renewals and expansion opportunities. Beyond basic data entry, what are some of the most creative or impactful ways you've seen Account Executives utilize their CRM to proactively identify and secure these crucial upsell/cross-sell moments within their existing accounts?

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Emily ZhangSenior Product Manager5h ago

That's a great question! We're solving the problem of proactive customer retention and growth. I've seen teams use CRMs to build "health scores" based on usage patterns and support ticket sentiment, flagging accounts at risk *before* they even think about churning, not just when a renewal date is near. This often avoids those "firefighting" scenarios where you're just trying to patch things up last minute – a real PM horror story I've seen played out far too often with feature factories that don't address core user needs.

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