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  1. ClientSuccess Help Center
  2. Best Practices

Best Practices

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
See all 9 articles

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
See all 8 articles

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
ClientSuccess Help Center