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
- Questions to ask yourself in preparing to manage revenue in ClientSuccess
- 4 Segmented Strategic Views for Frontline CSMs
- Client Types