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ClientSuccess Goals

Collaborate with your customers to help them achieve their desired outcomes, key objectives and goals.

Work SMARTer With Your Customers Using ClientSuccess Goals

Goals empowers customer success managers (CSMs) to proactively collaborate with customers to achieve key objectives, desired outcomes, success criteria, and goals. Goals was designed to align with S.M.A.R.T. goal-setting best practices – specific, measurable, attainable, relevant, and time-based.

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Deliver Tangible Value & Measurable Results

Are you tracking customer goals and desired outcomes in spreadsheets or CRM notes?  Now you have a solution specifically designed to capture and complete customer goals and deliver measurable outcomes. With ClientSuccess Goals, CSMs have a simple, but powerful, way to manage and measure customer objectives – in a transparent, collaborative, and transformative way with their customers.

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Global Reporting With Actionable Insights

Goal reports give global visibility and actionable insights into goal statuses, successes, concerns, and outcomes. Identify areas of opportunity and risks, and drive measurable results for all your customers.

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