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 new functionality includes two additional actions, we’ve updated the Global Settings for “Email Automation” to “Automation“.

Along with the benefits of our previously released Email Automation, you now have he ability to add multiple actions to one automation rule. For example:

  • Send an Email AND add a to-do
  • Send an Email AND assign a SuccessCycle.

To learn more about our new Automation functionality, check out our Automation knowledge base article.


Deactivating Contacts

You can now deactivate or archive contacts you do not engage with or are no longer with a company.

*Note*: Deactivating or archiving a contact removes it from the primary view in the Contacts module and global search, as well as excludes it from any automation emails.

It currently does not exclude it from engagements that are synced as part of your Email Integration. If you’re no longer engaging with the contact, there will be no emails to sync regardless.


SOC 2 Compliance

We’re pleased to announce we’ve successfully completed our AICPA Service Organization Control 2 (SOC 2) Type 2 audit. The audit provides independent validation that our information security controls, procedures, policies, and operations are in accordance with SOC 2 standards relevant to security, confidentiality, and availability.

This attestation further reinforces our leading position on security and compliance within the industry.

To learn more about this achievement, please feel free to read the full press release.


Other Releases & Enhancements

Over the course of the quarter, you can expect to see releases and/or enhancements in the following areas:

  • Release – Native NPS Solution (would require a subscription upgrade)
  • Release / Enhancement – Revenue Management & Reporting (some functionality might require a subscription upgrade)
  • Enhancement – Revenue CRM Integrations (ie Salesforce, HubSpot, etc.)

We hope you enjoy these product updates and encourage you to check out our knowledge base!

Please reach out to Support or contact your CSM with any questions.

Thanks for being such a great partner to work with!

The ClientSuccess Team

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