Health Management
One of the most popular use cases for ClientSuccess is to track Customer Health. Our platform offers several ways to configure, manage, track and report on the health and sentiment of your customers. If configured properly, you will be able to identify appropriate times to intervene to mitigate risk and capitalize on opportunities.
Health Management Overview Videos
Track the Pulse of Your Customers
Pulse is one of the most widely adopted modules in the ClientSuccess platform. Empower your team with the ability to report on the current "Pulse" of your customers while providing reportable reasons, comments and next steps. Easily socialize this information across the business by integrating with Salck or Teams.
Using the Scorecard to Manage Plans
Scorecards offer an easy and flexible way to ensure your customers are doing the right things in the partnership to ensure their long term success. Work with your CSM to explore creative ways to leverage this to support your Customer Success program.
Creating Your Customer Health Score
ClientSuccess offers you the ability to ingest customer data to configure a properly weighted health score that will allow you to understand if your customers are behaving like "good customers". Pull in usage and adoption data, engagement insights, consumption information, sentiment and more.
Capturing NPS in ClientSuccess
As one component of your voice of customer (VOC) program, NPS management allows you to collect customer sentiment as well as report and manage on these insights. Easily pull this information into your health score or configure automations to trigger these feedback loops at the right time in the customer lifecycle.
