Premium Users Use Case
Intermediate CSM Practice
Last updated
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Intermediate CSM Practice
Last updated
Was this helpful?
Premium Users are the high-value customers you've chosen to prioritize. These users might have higher engagement, larger accounts, or stronger potential for growth. In GoCSM, you can mark any user as a Premium User, and their data is highlighted in key dashboard sections to help you track them separately.
Some customers are more important to your business than others—whether because of their spending, engagement, or strategic value. We created Premium Users to help you focus on the customers that matter most and ensure they get the attention they need.
Marking a User as Premium
1️⃣ Go to the Health Section in GoCSM. 2️⃣ Find the user you want to mark as Premium. 3️⃣ Toggle the "Premium User" option to enable it.
Dashboard Tracking – Premium Users have a separate section in the dashboard for quick insights.
At-Risk Alerts – If a Premium User is at risk (low activity or unhappy), they are flagged.
Customer Health Monitoring – See detailed engagement trends for youer Premium Users.
Targeted Support & Success – Easily prioritize outreach, check-ins, and success sessions.
When managing high-value customers who need extra attention.
When tracking your most engaged users for insights into best practices.
When prioritizing retention efforts to reduce churn among important accounts.
When planning growth strategies by focusing on users most likely to upgrade or expand.
Customer Success Teams – Helps focus on top users who need attention.
Sales Teams – Identify high-value customers for expansion opportunities.
Support Teams – Prioritize Premium Users when handling issues or escalations.
Business Owners & Executives – Track your most valuable customers in one place.
