ClientSuccess
Find answers to your questions about our ClientSuccess Product
Customer
Articles for the Customer Grid and Customer Account Detail views
Customer GridArticles regarding the Customer Grid section5 articles
Customer SummaryArticles for the Summary app in the Customer detail view3 articles
SuccessCyclesArticles for the SuccessCycle app in the customer detail view1 article
PulseArticles for the customer Pulse app in the customer detail view4 articles
GoalsArticles for the customer Goals app in the customer detail view1 article
TasksArticles for the Tasks app in the customer detail view1 article
Product PulseArticles for the Product Pulse app in the customer detail view1 article
SuccessScoreArticles for the customer SuccessScore app in the customer detail view1 article
EngagementsArticles for the Engagements app in the customer detail view6 articles
Account HierarchyArticles for the Account Hierarchy app in the customer detail view1 article
RevenueArticles for the Revenue app in the customer detail view2 articles
Support Ticket ViewArticles for the Support Ticket View app in the customer detail view2 articles
UsageArticles for the Usage app in the customer detail view1 article
NPSArticles for the NPS app in the customer detail view1 article
ScorecardArticles for the Scorecard app in the customer detail view3 articles
Revenue
Articles regarding Revenue management
Overdue Renewals
Revenue Dashboard Export and Placeholders
Global Settings
Articles regarding Global Settings
Account Team RolesArticles regarding ATR management1 article
Apps and IntegrationsArticles regarding core CS apps/widgets1 article
Alerts and NotificationsArticles regarding alerts and notifications1 article
AutomationArticles regarding automation setup and management4 articles
Customer TypesArticles regarding Customer Type management2 articles
Field SettingsArticles regarding field settings, including custom fields4 articles
Data Exports/ImportsArticles regarding Data Exports/Imports functionality8 articles
GoalsArticles regarding Goals module setup and management1 article
EmailArticles regarding email functionality setup and management5 articles
IntegrationsArticles regarding Integration management42 articles
NPSArticles regarding NPS campaign setup and management2 articles
Reason CodesArticles regarding Reason Code (Risk and Success factor) setup and management2 articles
SuccessCyclesArticles regarding SuccessCycle setup and management3 articles
SuccessScoreArticles regarding SuccessScore setup and management2 articles
TeamArticles regarding team/user setup and management3 articles
Revenue and SubscriptionsArticles regarding revenue and subscription data setup and management1 article
UsageArticles regarding usage data setup and management2 articles
My Settings
Articles regarding user settings
MasterClass
MasterClass and Best Practices
4 Segmented Strategic Views for Frontline CSMs
8 Ways to Measure Churn and Retention
Aligning Customer Success & Customer Support
Calculating Upsell [Legacy]
Customer Onboarding Overview
Customer Pulse Reason Report: How to Win Hearts and Change Minds at the Executive Table
Developing a Commercial Mindset
Engagement Report: How to Effectively Plan for CSM Capacity with Data to Prove It
Frequently Asked Questions
Goals: Building, Tracking and Reporting on Success
How to Build a Culture of Customer Success
Managing and Optimizing Engagement Tracking in ClientSuccess
Mastering the Pulse Score
Overview of ClientSuccess
Powering Your Playbooks with SuccessCycles
Quick-Start guide
Reporting - Managing the Metrics that Power Your Business
Risk Mitigation Best Practices
SuccessScore: Defining, Designing and Mastering Customer Health in ClientSuccess
The Customer Success Dictionary
The Digital Touch - Customer Success at Scale
The Renewal Health Report - How to Log Your Way to a Crystal Clear Visual Forecast
Tracking and Managing Upsell, Cross-Sell and Down-Sell Revenue in ClientSuccess
Usage Data: How to Ingest It and Use It to Power Your Customer Strategy
Who Should Own Renewal Management?