With expansion, cross-selling, and up-selling now the key sources of revenue in a customer-led world, it’s becoming increasingly important to align account management, sales, and customer success teams.

Join us for this live session to learn how a unified approach to customer and account planning leads to stronger relationships and higher-value deals.

Can’t make it live? Don’t worry, we'll still send you the recording.

In this live session, we’re joined by Totango and Upland Altify, who’ll share how breaking down silos is critical to growth, including the importance of tracking account goals and creating joint value plans.

You’ll walk away with actionable insights on AI-powered health scoring, the evolving role of customer success as a revenue driver, and a strategy to take back to your team.

Why attend?

  • Embed a culture of shared ownership and customer-centricity.
  • Learn how to improve cross-functional collaboration and boost revenue.
  • Connect with industry leaders and discover cutting-edge insights.

You’ll walk away with…

  • Increased understanding of the capabilities of AI in monitoring key customer success metrics.
  • Confidence in identifying and securing lasting, high-value relationships.
  • A plan to help customers realize the value of your product from the very beginning.

Meet the experts

Travis Hill

VP, Customer Experience, Altify

Travis leads Altify’s post-sales organization, overseeing customer success, renewals, strategic consulting, and implementations. With a track record of driving multi-year, multimillion-dollar sales transformation initiatives, he has worked with some of the world’s largest sales organizations to optimize their revenue strategies.

A seasoned speaker at Dreamforce, SAMA, and numerous webinars and podcasts, Travis is recognized as a thought leader in B2B sales and change management. Previously, he launched the Sales Leadership Roundtable for CEB (now Gartner) and led transformative projects across global sales organizations spanning multiple industries.

Karen Budell

Chief Marketing Officer, Totango

Karen Budell is Chief Marketing Officer of Totango, a customer growth platform that helps businesses protect and grow revenue from their customer base. She is a revenue leader driving collaborative strategies between marketing, sales, and customer success teams to maximize customer lifetime value. With deep-rooted expertise in storytelling and market insights, she leads a cross-disciplinary marketing team responsible for brand, content, demand generation, and go-to-market strategies.

Her unique blend of creative thinking and data-driven decision-making enables her to effectively guide the team in crafting compelling narratives and delivering impactful marketing initiatives that drive business growth and customer success. An active advisor, Karen is a member of the G2 Customer Advisory Board, the Loyola Quinlan School of Business Board of Advisors and several CMO communities like Pavilion. Previously, she led brand marketing at SurveyMonkey, was head of digital experience for YouTube Ads and content marketing lead for Google Marketing Platform. She was named one of 50 CMOs to Watch in 2024 by Pavilion.

Chris Dishman

SVP of Global Customer Success

Chris Dishman is SVP of Global Customer Success of Totango, a customer growth platform that helps businesses protect and grow revenue from their customer base. He’s responsible for driving revenue growth by fostering an holistic GTM strategy with emphasis on building exceptional alignment between the pre- and post-sale activities, teams and functions. Chris also leads the evolution of the customer success manager role to deliver better customer outcomes, and he advocates for AI integration to streamline hand-offs across teams. Previously at ON24, he built and scaled the global customer success organization 12X to support rapid growth through its 2021 IPO. Chris's background at Yahoo! as a product consultant shaped his approach to enablement for maximizing value. He was recently nominated and selected as a Customer Success Advisory Board member for Technology & Services Industry Association (TSIA).

Whether you're already working cross-functionally or keen to adopt this novel approach, this live session is loaded with expert insights and actionable takeaways to help you maximize every customer opportunity, at scale.