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  1. ClientSuccess Help Center
  2. Best Practices
  3. How to Make the Most of your ClientSuccess account

How to Make the Most of your ClientSuccess account

Can't get enough of ClientSuccess? Here are six tips from our super users on making the most of the ClientSuccess platform

  • 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
ClientSuccess Help Center