Product updates

Learn how customer success leaders are making positive organizational impacts, solving real business challenges, and building cultures of customer success.

New Automation Functionality, Deactivating Contacts, SOC 2 Compliance and Other Releases & Enhancements

We’re excited to announce a few product updates that drive our mission to provide the insights and experience you need to deliver customer success! New Automation Functionality Automation is the first step of a new phase to help streamline and standardize your customer success work including sending emails, adding to-dos, or assigning SuccessCycles. Because this […]

Sam Feil

Customer Success Manager

Company Default Currency and Other Enhancements

We’re excited to announce a few quick product updates that drive our mission to provide the insights and experience you need to deliver customer success. This release will help international businesses leverage dashboards and reporting in their localized currency and date/number formatting. Company Default Currency ​​ Ability to choose from nearly 100 international currencies (including […]

Sam Feil

Customer Success Manager

Refreshed Overview Report and Other Updates

We’re excited to announce a few quick product updates that drive our mission to provide the insights and experience you need to deliver customer success. Refreshed Overview Report ​​ Simplified revenue metrics, with a focus on recurring and contract value Book of business metrics, including active clients, assigned CSMs, average ARR / MRR per client, […]

Sam Feil

Customer Success Manager

New Salesforce Integration With ClientSuccess Available for Clients and Contacts

We’re excited to announce our latest product update that expands the ClientSuccess integration reach with Salesforce. This continues driving our mission to consolidate your customer data in one place and provide the insights you need to deliver customer success. ClientSuccess’ new integration with Salesforce provides management of Client and Contact data, with a focus on […]

Sam Feil

Customer Success Manager

Refreshed Client Record Header

On April 17th, we released some changes to the client record header! Here’s what was refreshed: Client Custom Fields Moved to Header – Client custom fields were moved into the client record header, just under the client name. Client Custom Fields Module Removed – Because of the above change, we removed the client custom fields module (previously located […]

Sam Feil

Customer Success Manager

New Churn Reasons Report and Other Updates

We’re excited to announce the launch of our new Churn Reasons Report! Similar in functionality to our recently released Pulse Health, Pulse Reasons and Pulse Change Over Time Reports, the new Churn Reasons Report allows you to quickly answer important questions about your client subscription book-of-business. Reports Tab > Subscriptions > Churn Reasons Go to Report […]

Sam Feil

Customer Success Manager

Contact Module, Reports, and Global Search Updates

We’re excited to announce a few updates to ClientSuccess. These enhancements will bring a few smiles to your face—our passion is to make you successful! Current Pulse Health, Current Pulse Reasons, and Pulse Change Over Time Report Updates You can now toggle between ARR and MRR. Chart PDF and CSV export. Contact Module Updates Contacts […]

Burke Alder

Customer Success Strategist

New Pulse Change Over Time Report

We’re excited to announce the launch of our new Pulse Change Over Time Report! Similar to our recently released Pulse Reasons and Client Pulse Health Reports. The new Pulse Change Over Time Report allows you to visualize the trends of your Client Portfolio by specific data filters and specific date ranges (including a date picker). […]

Burke Alder

Customer Success Strategist

New Current Pulse Reasons Report

We’re excited to announce the launch of our new Current Pulse Reasons Report. Similar to our recently released Client Pulse Health Report, this one comes with greater report flexibility and configurability so you can quickly answer important questions about your client health portfolio. Reports Tab > Current Pulse Reasons Go to Report Now Pulse Reasons […]

Burke Alder

Customer Success Strategist

Enhanced ClientSuccess Net Promoter Score (NPS) Module

We’re excited to announce the enhanced ClientSuccess Net Promoter Score® (NPS) Module. The enhanced ClientSuccess NPS module comes with new graphs and filters to give you more insights around client NPS. Your customer success team now has their window into NPS trends, stats, and insights without the need to log into your NPS survey system. […]

Burke Alder

Customer Success Strategist

New Current Pulse Heath Report

We’re excited to announce the new Current Pulse Health Report. The new Current Pulse Health Report comes with more report flexibility and configurability so you can quickly answer important questions about your client health portfolio. Reports Tab > Current Pulse Health Go to Report Now New Client Pulse Health Report Includes: Increased report speed and […]

Burke Alder

Customer Success Strategist

Introducing ClientSuccess Data Exports + Other Recent Releases

Introducing ClientSuccess Data Exports We’re proud to introduce Data Exports, a powerful tool that enables ClientSuccess Admins, Executives and Managers to generate on-demand exports from pre-defined export templates under Global Settings > Data Exports. Benefits to You While exporting data from the Clients Screen has been available and provided great value and visibility around high-level information, many of […]

Sam Feil

Customer Success Manager