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Introducing the New SuccessScore

Introducing the New SuccessScore™ We’re excited to introduce the new ClientSuccess SuccessScore™. A new powerful way for your executives, managers, and CSMs to get more comprehensive insights into customer health, risk, maturity, and much more. With the new SuccessScore, your…

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Introducing Account Hierarchy

Introducing Account Hierarchy We’ve added a new Account Hierarchy app to the Client Record. The new Account Hierarchy app allows you to set in-app parent-child relationships. Once hierarchy is set, the new app sums up the individual dollar amounts of every child into one parent total. The dollar number displayed…

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