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