I need a dashboard showing last meaningful touchpoint date for every managed account — email, call, meeting, or QBR — flag any account with no CSM touchpoint in the last 30 days.
Ensures consistent customer engagement by tracking communication recency and alerting CSMs when accounts go untouched beyond 30 days.
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Bruin AI Dashboards
I need a dashboard showing last meaningful touchpoint date for every managed account — email, call, meeting, or QBR — flag any account with no CSM touchpoint in the last 30 days.
Bruin connects to your CRM, Communication Platform and builds the dashboard automatically.
It visualises Days since last touchpoint, touchpoint type, accounts overdue and delivers a live, interactive dashboard in seconds, no SQL or configuration needed.
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