ClientSuccess: Activities Report
Today we’re excited to announce a new Activities Report!
The Activities Report is designed to provide visibility into how your team is leveraging ClientSuccess as they engage with your customers. The report highlights leading indicators and activities that are directly (or sometimes indirectly) associated with customer engagement such as setting a Pulse, booking renewals, completing goals, completing tasks, or completing SuccessCycles.
The Activities Report helps you easily see where the team is spending time with your customers, identifies areas of improvement, and highlights those activities that you need to complete to improve the overall customer experience.
Click into the CSM or user to see a list of customers and completed Activities including total engagements, revenue, and health insights for a comprehensive view of customer activities.
The Activities Report is designed to provide visibility into how your team is leveraging ClientSuccess as they engage with your customers. The report highlights leading indicators and activities that are directly (or sometimes indirectly) associated with customer engagement such as setting a Pulse, booking renewals, completing goals, completing tasks, or completing SuccessCycles.
The Activities Report helps you easily see where the team is spending time with your customers, identifies areas of improvement, and highlights those activities that you need to complete to improve the overall customer experience.
Click into the CSM or user to see a list of customers and completed Activities including total engagements, revenue, and health insights for a comprehensive view of customer activities.
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