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  1. ClientSuccess Help Center
  2. Best Practices
  3. Customizing ClientSuccess for your Business

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
  • Customer Types
ClientSuccess Help Center