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Customer Segmentation
Use powerful filters to create fine-grained lists of Accounts and Contacts.
Task Management
Manage your day-to-day Customer tasks using the view that makes you the most productive.
Customer Health Scores
Build bespoke Account and Contact Health Scores to fit your unique business.
Automated Playbooks
Create scalable, repeatable processes with automated Playbooks.
360° Customer View
Assemble a unified-view of each Account with data from over 100 SaaS integrations.
Personalized Dashboards
Add key Metrics and Segments to Dashboards to give instant access to important information.
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barry-devon
Aug. 7th, 2015
How to Nudge Your Way to Customer Success
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barry-devon
Jul. 8th, 2015
My Top 5 Prospecting Apps for the Lean Start-Up
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clay-smith
Jul. 28th, 2014
Customer Experience: The Facts
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barry-devon
Jul. 28th, 2014
Customer Success and the Hospital Pass
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clay-smith
Feb. 12th, 2014
‘A beginning is a very delicate time.’
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