Trigger SuccessPlays

To drive consistent and proactive customer engagement, you need to arm your team with effective plays and communication channels that are based on real-time data and actionable.  SuccessPlays enables you to tap into the customer data you just loaded to automate actions by your team.  

In this video, you will learn:

  • How to leverage data to identify at-risk customers
  • How to identify customers with upcoming renewals
  • How to automatically trigger tasks for your CSMs

Video Length | 2:03

Level | Beginner

Prerequisites | Prepare My Data, Upload My Data, Intro to Segments