New alerts for product usage, SuccessCycles, and executive sponsors
ClientSuccess adds Daily Digest alerts for product usage, SuccessCycle due dates, and missing executive sponsors so CS teams catch at-risk accounts sooner.
We've added new alerts for product usage, SuccessCycles, and executive sponsors. Each are included in the Daily Digest email. Here are some examples of the new insights they provide:
- A client hasn't logged in for 7 consecutive days
- A client has created more than 2 projects in the past 14 days
- A SuccessCycle stage is due in 7 days
- A SuccessCycle stage was due yesterday
- A SuccessCycle activity is due in 7 days
- A SuccessCycle activity was due yesterday
- A SuccessCycle task is due in 7 days
- A SuccessCycle task was due yesterday
- A client is missing an executive sponsor
View the full list of alerts.
As a reminder, administrators have the ability to manage the default alerts settings for new users and then each team member can customize them individually.
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ClientSuccess
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