Customizing ClientSuccess for your Business
- Develop, Document, and Strengthen Customer Lifecycle Plans (How to get the most out of SuccessCycles)
- Commonly Configured SuccessCycles
- Commonly Configured Email Automation Rules
- Commonly Used Reason Codes
- 6 Common Health Scoring Metrics
- Your Pulse Plan
Customer Success FAQs
- What is NPS?
- 8 Ways to Measure Churn and Retention
- How to Build a Culture of Customer Success
- Developing a Commercial Mindset
- Who Should Own Renewal Management?
- The Customer Success Dictionary
How to Make the Most of your ClientSuccess account
- Segmentation - Using a dynamic approach to viewing your book of business
- SuccessScore - Better understand the behavior of your customers
- Automation - Streamline and standardize customer success work
- SuccessCycles - Commonly configured templates and how to develop, document, and strengthen your lifecycle plans
- Pulse - Create organization-wide consistency on the health of your customers
- Engagements - Consolidate your emails and meeting notes to increase engagement visibility