Pulse - What is it?

ClientSuccess’ six-point satisfaction scale ranges from “Extremely Satisfied” to “Severe Risk”. Pulse is purposed as the CSMs way of reporting on customer health at any given point in a relationship. To learn best practices about Pulse, please check out our Pulse Plan article.

Features

• Built-in reports for Pulse Summary, Recent Changes, and Risk Factors
• 12-month Pulse history
• Pulse created by
• Up to 3 risk reason codes for each pulse
• Notes and next steps

For pulses that are accidentally set or need to be changed, users can make such edits for pulses they've set. Admins have the ability to remove any pulse, as needed.