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  1. ClientSuccess Help Center
  2. ClientSuccess Master Classes

ClientSuccess Master Classes

Usage Data

  • Usage Data: How to Ingest It and Use It to Power Your Customer Strategy

Automation

  • The Digital Touch - Customer Success at Scale

Scorecard

  • Designing a Scorecard that Helps Drive Non-linear Goals

Revenue Manager

  • Tracking and Managing Upsell, Cross-Sell and Down-Sell Revenue in ClientSuccess

Engagements

  • Managing and Optimizing Engagement Tracking in ClientSuccess

Reporting

  • Customer Pulse Reason Report: How to Win Hearts and Change Minds at the Executive Table
  • Engagement Report: How to Effectively Plan for CSM Capacity with Data to Prove It
  • The Renewal Health Report - How to Log Your Way to a Crystal Clear Visual Forecast
  • Reporting - Managing the Metrics that Power Your Business

SuccessScore

  • SuccessScore: Defining, Designing and Mastering Customer Health in ClientSuccess

Goals

  • Goals: Building, Tracking and Reporting on Success

SuccessCycles

  • Powering Your Playbooks with SuccessCycles

Pulse Scores

  • Mastering the Pulse Score
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