Your Client Success Manager (CSM) at Valcre is your dedicated partner in maximizing the value of your Valcre subscription. They serve as your direct link for addressing your needs and concerns, connecting you with training resources, identifying missed efficiencies, and ensuring you’re leveraging Valcre to its full potential.
They are also your go-to for additional Valcre services and products, including:
- Valcre Assist
- Report branding updates/changes
- Custom datasheets
- Solution sheets for your Valuation Workbook
- Additional Valuation Workbook templates
Finding Your Client Success Manager (CSM)
If you're unsure who your client success manager is, our automated support agent, Valerie, can assist you.
Here’s how:
- Open the chat experience in Valcre Online
- Select Send us a message
- Choose Product question and ask Valerie directly.