Customer Conversation with SAP Concur

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- Hi, I am Alex Schwenke.

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I work at SAP Concur as the SMB lead

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Gainsite Strategic Consultant.

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Since introducing cheat sheet using AI technology,

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we have really been able to double down

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on our mission of one team.

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So what that means to us is that we have all of our SMB

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client facing teams in Gainsite.

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We have client success, client sales,

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we have our risk team as well as our service delivery team.

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For our client success and our client sales teams,

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this cheat sheet AI technology has really just changed

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the game in how easy it is for them to partner

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and prep for their calls and feel like they are really ready

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to go into their client conversations.

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Especially at the beginning of the year,

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cheat sheet did a really wonderful job of assisting CSMs

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in quickly understanding all of the timeline activities

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that were logged for our clients in 2023.

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That way going in to 2024 and meeting with those clients,

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our customers were able to feel a seamless transition

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should they have received a new client success manager.

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Additionally, client sales was able to start the year

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prepped and ready, knowing that using cheat sheet,

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they had a quick snapshot of any conversations

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that happened about maybe new products or expansions in 2023.

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So that is how we have been able to utilize

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the new AI technology with cheat sheet in Gainsite.

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