Automation - Streamline and Standardize Customer Success Work

Are you new to your company and want to learn more about ClientSuccess' Automation? Want to learn different best practices and how to leverage them?

In this webinar, you’ll learn how:

• Automation can be used for Internal Alert Reminders
• Multiple actions (ie to-dos, SuccessCycles, Emails) can be applied to the same Automation rule
• Segments can be utilized to enhance your Automation experience

...and more.

Additional Resources

• Automation - Basics
• Email Automation - Basics
• Commonly Configured Email Automation Rules
• Commonly Configured SuccessCycles