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, Risk Factors, and Success Factors
• 12-month Pulse history
• Pulse created by
• Up to 3 risk factors, and 3 success factors for each pulse
• Notes
• Next Steps

For pulses that are accidentally set or need to be changed, users can delete those pulses and re-set them.  Note that they cannot be edited once they have been set, protecting your historical Pulse data.