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  1. ClientSuccess Help Center
  2. Best Practices
  3. ClientSuccess Adoption Newsletter Miniseries

ClientSuccess Adoption Newsletter Miniseries

We’re often asked how users can get the most out of their ClientSuccess experience, and are excited to share a 6-part adoption newsletter miniseries where we walk through best practices focused on how customers are using our software.

  • 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
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