Customer Management
There are a multitude of ways to configure, manage and use customer data in ClientSuccess to ensure you and your team have the most comprehensive views of your customer data. Creating customer segments, pulling in custom data, managing tasks and tagging content has never been easier.
Customer Management Overview Videos
Segment Your Customers Your Way
ClientSuccess allows you the ability to group your customers by creating Customer Segments or as we call them, Customer Types. Watch this overview video to learn how to create, use and report on Customer Types in the platform.
Tagging for Better Management
ClientSuccess allows you to tag engagement content for easy searching and reporting. Watch this video to learn how to easily create, manage and use tags in the platform.
Tasks and Activity Tracking with Tasks
Task Management in ClientSuccess allows you the ability to keep track of your customer and non-customer related tasks and activities. Watch this video to learn how to ensure no customer activity falls through the cracks.
Manage Your Customer Engagements
Track and manage all of your customer interactions in the Engagement management module in ClientSuccess. Keep track of and report on all customer emails, calls, meetings, customer notes, add attachments and so much more.
Track Customer Outcomes with Goals
The best way to measure success with your customers is to ensure they are achieving their partnership goals. ClientSuccess give you the ability to track, manage and measure your customer's goals.
