Lifecycle Management
It's important to have a solid handle on your customer lifecycle and once you do ClientSuccess can help you orchestrate these key tasks and activities to ensure all of the right things are happening at the right time. Build and deploy your customer playbooks, set up key automated actions and push notifications about the data that is most important to your teams. Everything comes together with proper lifecycle management and execution.
Lifecycle Management Overview Videos
Playbooks Powered with SuccessCycles
Build, manage and report on your Customer Success playbooks in ClientSuccess with SuccessCycles. Ensure all of the right things are happening at the right time across your customer base and with your CSMs.
Reduce Manual Work with Automation
Map out redundant lifecycle tasks and build them with ClientSuccess automation rules. Kickoff renewal discussions, schedule lifecycle surveys, trigger playbooks for CSMs etc. Get creative and allow ClientSuccess to help you and your team.
Get Ahead with Alerts
Don't wait until you have time to evaluate your customer performance and activities, set up alerts in ClientSuccess to be notified of key actions, activities and data points daily.
Manage Communication with 1:Many
Leverage 1:Many email communication to manage and expand your customer outreach in ClientSuccess. No longer feel reliant on sending one-off emails or asking for Marketing support, 1:Many puts your CSMs in the drivers seat.
