Freshsuccess Fundamentals


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Freshsuccess is a proactive customer success software that helps software and subscription companies prevent churn, increase expansion, and strengthen customer relationships. With Freshsuccess, customer support managers can:

  • Gain more visibility into customers

  • Identify risks and opportunities

  • Boost your productivity

  • Uncover valuable customer insights

In this course, we'll help you understand and set up key features. You’ll learn how to:

  • Set up, configure, and use Health Scores

  • Identify risks and opportunities using Alert Automation and Playbooks

  • Chart a plan for both internal and external goals using Goal Templates

This course is ideal for admins and agents getting up to speed on the basics of Freshsuccess.

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