What We’re Working On…
We excited to share with you what we’ve been working on.
Last month we enhanced our data export capabilities within ClientSuccess. Here is a link to the data export enhancement. Here is a link to the December update here if you missed the December update).
This month we want to talk about coming updates to the Reporting Suite.
We have made the reports where you can find more visual representations of your CS data. You may have seen a new report show up here called “Current Pulse Health”. This was the first of many new reports to soon join the Reporting Suite. The new reports are more dynamic, configurable, interactive and, eventually, exportable than what you’ve seen in the past. Keep an eye out for new reports in the coming weeks!
Quips and Tips
Do you ever find yourself editing individual Clients and wish you had a way to do this en masse? ClientSuccess offers the ability to mass update a handful of fields for groups of Clients by using the “Bulk Edit” tool. This little trick will hopefully save you some time and make your life much easier when it comes to making major changes with your Clients.
Did You Know…
ClientSuccess now offers consulting services. These services consist of implementation and technical services, business strategy and advisory to help you take your customer success organization to the next level.
Reach out to your CSM if you are interested in learning more.