Getting Started - General Training Information

Are you new to your company or in need of refresher training, and want to learn more about ClientSuccess? Looking to better understand best practices you could utilize and how to leverage the features and functionalities available to you? 

This article will help you:

• Become more familiar with standard ClientSuccess functionalities
• Better understand ClientSuccess best practices
• Know where to find additional ClientSuccess training materials

User Training Videos

One of the first things we’d suggest you do is review the 11 User Training Videos we’ve made available in our Knowledge Base. These 5-10 minute videos cover many standard ClientSuccess functionalities, including basics and best practices.

Here are some of the more popular trainings:

• Engagements (The Engagement Module)
• Contacts
• SuccessCycles
• Client Screen - How to build Segments

Best Practices

Another area we’d point you toward are our best practices articles. We’ve compiled ClientSuccess Features, Webinars, and General Customer Success Best Practices. These can help you learn in greater detail how to get the most out of your ClientSuccess experience.

Here are some of the more popular feature articles:

• Commonly Configured Email Automation Rules
• How to get the most out of SuccessCycles
• Pulse Plan

Here are our available user webinar recordings:

• Email Automation
• Lifecycle Management

 Here are a few general customer success best practice articles:

• 4 Ways a CSM Can Earn a Seat at the Exec Level with Clients
• 3 Reasons Why Customer Health is Like a Gallon of Milk
• Key Customer Success Definitions

Additional ClientSuccess Training Materials

Beyond the user training videos and other best practices, we have some great additional resources available to your team in our Knowledge Base.

Below are some of the sections we’d encourage you to explore:

• ClientSuccess Screens
• ClientSuccess Modules
• ClientSuccess Apps & Global Settings

Still Looking for More Help?

As a member of the ClientSuccess family, we hope the above material serves as a great introduction. If you have other questions that come up, we’d invite you to reach out to your CSM or through the in-app Help. We look forward to helping you more fully adopt ClientSuccess!

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Be sure to check out our User Adoption Milestones to gauge how you can go from a Basic User to a ClientSuccess Pro.