We have released a new menu bar and global search experience. You can now search by client and contact and view summary details on cards, inline in the results. Many times, these cards will contain the information you were looking for and save needing to load the entire client record. For example, if you just […]
A new time-frame picker is available on the Renewals screen. You can now view renewals for any month, quarter, or year—in the past or future. The Renewals screen is a powerful dashboard for tracking your forecast and the results of client renewals. This provides a historical summary for renewals and churn, allows you watch the […]
Role-based segmentation has been extended throughout the rest of the app. This means that the user, team, or company setting you have been using on the Clients screen, now affects alerts, tasks, renewals, and all of the reports. You now have a personal set of dashboards showing important metrics and dates, such as upcoming renewals, customer […]
You can now filter by product on the Clients screen. This allows you to segment your clients by the products they are currently subscribed to. By combining various filters, you’re now able to gain insights into things like health, usage, or team distribution by product. Learn more about segmentation.
We’re pleased to announce an integration with Grow—the simplest way to access your data and visualize it in a real-time dashboard. You can now easily and securely pull client details, Engagement interactions, and to dos in and customize your own metrics and KPIs. Locate “ClientSuccess” in Grow’s data source list to set up the integration.
We’ve added new alerts for product usage, SuccessCycles, and executive sponsors. Each are included in the Daily Digest email. Here are some examples of the new insights they provide: A client hasn’t logged in for 7 consecutive days A client has created more than 2 projects in the past 14 days A SuccessCycle stage is […]
We’ve added the current time and location to the header of the client record. Now you can easily remind yourself what city clients are in and sound smart when suggesting a time for your next check-in call. You’re also able to record these details for each contact, allowing you to track individuals working remotely or […]
We have added three new reports, giving you better visibility into revenue growth and renewal performance. They come in a new report-builder format that allows you to choose any timeframe and are automatically saved. They can also be exported to CSV. This allows you to easily compare metrics from previous months, quarters, and years, re-run […]
Contacts are now automatically synchronized between ClientSuccess and Salesforce, in real time. This means no more manually entering names, titles, phone numbers, and email addresses of existing contacts—they’re automatically imported with new accounts. In addition to a smoother, more accurate hand-off, this also means email will begin importing the moment the new client arrives. To […]
You can now track 20 unique usage events in ClientSuccess. That’s four times as many options for observing key user actions or metrics. Additional date ranges have also been added, allowing you to view event performance over the last 60, 90, and 180 days. Learn more about product usage tracking in our knowledge base and […]
A “Termination Date” field is now visible when editing client details if the status is set to “Terminated.” The default is today, but you can change it before saving or at any time in the future. A few notes about Terminating clients: Terminated clients are not included on the Clients screen (main screen of the […]
We have added a new report called Overview. It’s a snapshot of the current state of your business and contains the following metrics: Total clients Total subscriptions Total subscription quantities Average subscription length Monthly Recurring Revenue (MRR) Annualized Recurring Revenue (ARR) Total Subscription Value (TSV) Average Revenue per CSM Client Pulse breakdown by percentage Client […]