Pulse
Articles for the customer Pulse app in the customer detail view
By ClientSuccess1 author4 articles
Defining the Pulse ScaleUnderstand the ClientSuccess six-point Pulse scale, from Extremely Satisfied to Severe Risk, and how to define consistent customer health guidelines.
Client PulseLearn how Client Pulse reporting works, covering Current Pulse Health, Pulse Reasons, and Pulse Change Over Time reports with filters, trends, and exports.
Pulse - Create organization-wide consistency on the health of your customersLearn how Pulse creates organization-wide consistency on customer health by defining a Pulse scale, risk reason codes, update cadence, and Pulse reports.
Your Pulse PlanLearn how to build a Pulse plan, including defining your Pulse scale, customizing reason codes, setting Pulse alerts, and best practices for honest health values.