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.