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