Using AI to enhance human interaction is precisely what BeyondTrust's Customer Success Managers (CSMs) are doing. Customers meeting with a member of the CSM team are likely familiar with Gong, the BeyondTrust Notetaker. However, the ways in which the team leverages this AI tool might be less well-known. Although Gong is relatively new to the CSM team, it has quickly proven its value, helping us enhance our service.

Cadence calls are a key component of the CSM team’s interactions, whether they occur weekly, bi-weekly, or monthly. During these calls, your CSM arrives prepared with updates on events, important announcements, support ticket statuses, and a desire to understand your needs from BeyondTrust. The primary use of Gong for a CSM is to document the discussion, allowing them to focus on the conversation and engage in critical thinking. Gong generates highlights of the call and enables us to revisit specific details later. Additionally, it produces a report of action items to ensure nothing is overlooked, complete with a follow-up email after each call.

Gong has significantly reduced the time the Customer Success team spends on notetaking, allowing us to invest that time into more engaging conversations and to gather the resources our customers need to succeed.