What is the purpose of CSM Install base?
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‎02-04-2021 11:02 AM
After reviewing Install Base, Sold Products, Installed Products for CSM, I don't understand what the purpose is.
Can anyone shed some light?
Assets and CIs, out of box, can be associated to Accounts and Companies. Even product models can be associated to the account and company.
What is the purpose of the Install Base/Sold Products/Installed Products if these elements can already be defined?
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‎06-23-2023 03:59 AM
The purpose of Install Base, Sold Products, and Installed Products is to provide comprehensive visibility, tracking, and management of your installed products.
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‎08-10-2023 11:06 PM
A Customer Success Management (CSM) install base is used to keep an proper record of all installed goods and services at customer locations. Businesses can use this information to better understand their customers' needs, deliver personalised service, and foresee upgrade opportunities. CSM teams may improve client connections, provide customised solutions, and promote long-term satisfaction and loyalty by managing the install base.
