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ClientSuccess
Product Update

New SuccessCycle module

The rebuilt SuccessCycle module helps you manage the full customer lifecycle, with due dates, task assignment, a progress meter, and a new at-a-glance overview.

New SuccessCycle module

You've asked for the ability to set due dates and assign tasks and now you have it. The SuccessCycle module is completely new, inside and out, providing a powerful solution to effectively manage your customer throughout the entire lifecycle.

The SuccessCycle now includes an overview sheet to give you an at-a-glace summary of your client's progress. The module has also been moved to the top of the page for easier access.

Other exiting new features include:

  • At-a-glance cycle progress meter
  • Assign stages, activities, and tasks to team members
  • Drop in ad hoc tasks as needed, specific to the individual client's needs
  • Analytics bar showing progress, days-left, and due dates
  • One-click access to attachments

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ClientSuccess

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