Help.clientsuccess.com

SuccessScore – ClientSuccess Help Center

We would recommend you schedule a call with your CSM to discuss some good practices around creating your SuccessScore. If you do not have a CSM, please reach out to … See more

Actived: 4 days ago

URL: https://help.clientsuccess.com/hc/en-us/articles/360004888352-SuccessScore

Overview of ClientSuccess – ClientSuccess Help Center

WEBHealth Scores Part I : Pulse . Definition: When working in Customer Success there are many human indicators of the health of an account that can't be captured …

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6 Common Health Scoring Metrics – ClientSuccess Help Center

WEBClientSuccess has a customer engagement tool to help you track your customer engagements in real-time. Customer success managers and leaders love the insight it …

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Powering Your Playbooks with SuccessCycles

WEBRelated articles. Goals: Building, Tracking and Reporting on Success; SuccessCycles - Commonly configured templates and how to develop, document, and strengthen your …

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Renewal Health – ClientSuccess Help Center

WEB*Note: our current ARR or MRR reporting includes all “active” subscriptions for “active” clients, even those subscriptions that have “lapsed”. Churn subscription metrics are still …

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Alerts Overview – ClientSuccess Help Center

WEBRequirements. To receive alerts for your clients, you must: Enable the alerts in your individual user alert preferences. To receive alerts by email, you must: Enable "Send …

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SuccessScore: Defining, Designing and Mastering Customer Health …

WEBSuccessScore: Defining, Designing and Mastering Customer Health in ClientSuccess Kristi Faltorusso

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Overview – ClientSuccess Help Center

WEBOur Overview report includes simplified revenue metrics, with a focus on recurring and contract value. It provides insights on several company-level book of business metrics, …

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Your Pulse Plan – ClientSuccess Help Center

WEBA range of 40-60 reason codes for Pulse is generally a healthy number. ClientSuccess also allows you to attach up to 3 risk factors AND 3 success factors when marking any …

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Pulse Reporting and Insights – ClientSuccess Help Center

WEBThe Current Pulse Health Report allows you to quickly review the health of your clients and includes: Filter real-time by Client type, Assigned to, Status, Client as of, Next renewal, …

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Defining the Pulse Scale – ClientSuccess Help Center

WEBWhen it comes to ClientSuccess’ six-point satisfaction scale, it’s important to have some general internal guidelines for customer success managers as they determine customer …

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8 Ways to Measure Churn and Retention

WEBThis is also referred to as “Logo Churn.”. Calculation: Customers churned in period/Customers at the start of the period. Calculation 2: Gross Revenue Retention …

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Tracking Risk and Success with every Pulse update

WEBThe Pulse app now displays Risk Factors & Success Factors together for a side-by-side view of the current health of your customer. Now you can see the full story of the current …

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How to Make the Most of your ClientSuccess account

WEBCan't get enough of ClientSuccess? Here are six tips from our super users on making the most of the ClientSuccess platform

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Revenue Growth Report – ClientSuccess Help Center

WEBThis article reviews some of the benefits around our updated Revenue Growth report, which is only part of the story - be sure to compare against our Customer Growth Reporting …

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