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Customer Success Methodology

Plan

  • Success Cycles
  • Proactive Plans
  • Reactive Playbooks
  • Key Business Objectives
success-cycle@2x
success-cycle@2x

Gather

  • Client Hub
  • Integration Hub
  • Feedback

Enrich

  • Success Score
  • Pulse
  • Reports & Analytics
success-cycle@2x
success-cycle@2x

Action

  • Alerts
  • Tasks
  • Automated Emails

Announcing ClientSuccess Goals: Deliver Measurable Results for Your Customers

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