Getting Started with Journeys Guide

Getting Started with Journeys Guide

A Journey is a map of a process that your customer completes to achieve key goals throughout their customer lifecycle. Journeys outline clear expectations of what is needed from both your internal team and your customers. With each Journey, you can define Milestones,...
Getting Started with Alerts Guide

Getting Started with Alerts Guide

Alerts provide early indicators that could help you save an account, present opportunities to expand the Account, and in general, allow you to be proactive in contributing to your Customer’s Success. This guide will help you identify potential points you may...
Smart Segmentation Guide

Smart Segmentation Guide

Segmentation is the foundation of effective Customer Success. Segments divide your base into groups of customers and users with similar characteristics and needs, empowering you to provide programs, services, and prioritization that are tailored to each group. A...