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Announcing the ClientSuccess for Salesforce App

The ClientSuccess team has been hard at work on some big projects the past several weeks and we are excited to announce the first of those is available today. The ClientSuccess for Salesforce App is now in the Salesforce AppExchange and is available now for installation. This app provides a real-time, at-a-glance dashboard to your sales team of each customer’s health and status.

Key metrics and data on shown on the dashboard are:
  • The customer’s SuccessScore™
  • What stage they are at in the SuccessCycle™
  • Notice of upcoming renewals
  • Annual recurring, monthly recurring, and one-time revenue totals
  • The assigned segment
  • The assigned Customer Success Manager
  • Engagement activities (calls, meetings, emails, support tickets) over the past 30 days
  • Current Pulse and the trending Pulse
The App also provides full views of the following modules:
  • SuccessCycle™
  • Subscription & Renewals
  • Engagement
  • Pulse
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