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Integration with Grow BI dashboard

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.

grow

Contest Extended! - Win a 1-year subscription to ClientSuccess - Enter by Feb 10.

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