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Monitor your customers’ pulse

Monitor your customers’ pulse

The Successeve Pulse is a very easy way to get the feeling of your team regarding the satisfaction or risk related to your customers.

Why monitoring your customers’ pulse?

  • Identify customers turning at risk from the point of view of your team
  • Identify differences between Health, Usage and Self-estimated Satisfaction and trigger proper actions
  • Include more subjective factors into your Health Score

From Extreme Risk to Highly satisfied, your team will benefit from 6 levels of satisfaction to rank your customers sentiment.

Wether you choose to have a Pulse updated after each touchpoint, or on a regular basis such as once a month, it can help you get a good overview of your customers risk and satisfaction from the point of view of your team and make sure they are being engaged frequently.

The Successeve Pulse is a very easy way to get the feeling of your team regarding the satisfaction or risk related to your customers.

Our customers increased in their average customer satisfaction by 50%

Recommended views and triggers

Playbooks - High Touch Customers

  • Automated reminder to update the Pulse at least once a month
  • Pulse request after customer declines to Bad Health
  • Pulse request after customer increases to Good Health

Workflows

  • Manager Notification for new Pulse
  • Escalation Process when Pulse is lower than Satisfied

Recommended Automation

Segment Customers by Pulse

  • More than Satisfied
  • Mitigate satisfaction
  • At risk
  • Pulse older than 1 month
  • Pulse not set
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