Announcing the ClientSuccess for Salesforce App
The ClientSuccess for Salesforce app is live on the AppExchange, giving sales teams a real-time dashboard of each customer's health, renewals, and revenue.
TL;DR
- The ClientSuccess for Salesforce app is available on the Salesforce AppExchange and gives sales teams a real-time, at-a-glance dashboard of each customer's health and status.
- The dashboard surfaces key metrics including the customer's SuccessScore, SuccessCycle stage, upcoming renewals, recurring and one-time revenue, assigned segment, assigned CSM, recent engagement, and current and trending Pulse.
- The app also provides full views of the SuccessCycle, Subscription & Renewals, Engagement, and Pulse modules.
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 SuccessScoreâ„¢
- What stage they are at in the SuccessCycleâ„¢
- 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:
- SuccessCycleâ„¢
- Subscription & Renewals
- Engagement
- Pulse
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ClientSuccess
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