The Pulse History now includes 12 months of entries. This will provide a broader view of your client’s sentiment and specific notes your team has recorded. When updating the Pulse, be sure to include a detailed sentence or two along with the reason codes. This provides great insights for the team and is available on […]
I hope that you’ve noticed the app being a little snappier and responsive. We’ve sped up loading times across the entire app by 1.4 seconds! This is a time when seconds really count. This improvement should be especially noticeable when working with large numbers of clients. The email integration has also been enhanced. In addition […]
We’ve added a new settings screen for managing custom client fields (requires admin role). Custom fields allow you to customize the client object for tracking unique attributes or data. In addition to viewing and editing these fields on individual client records, they can be edited inline on the Clients screen, used for custom segments, and accessed via the […]
Segments are now saved with your account instead of in your browser! This means that your same list of segments, including customizations to column visibility, order, and sort direction, will be available in any browser and on any computer. They are also now safe from clearing browsing data. Admins can also now create global segments […]
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 […]