The Lifecycle Management Element will help you create a consistent customer journey across all customer segments and lifecycle stages
- More consistent customer engagement and experience across all stages of the lifecycle.
- Reinforce a consistent experience through outreach to increase retention, expansion and visibility.
Included Assets
- Technical Assets (14) – MDA objects to help track lifecycle events including onboarding, renewals and ROI
- Timeline Configuration (3) – Easily configure your timeline with new fields and activity types
- CTA Configuration (1) – Adds new Lifecycle CTA to cover events from sales handoff to renewal
- Success Plan Configuration – Add the Onboarding success plan
- Email Templates (9) – Easily send lifecycle emails with a variety of prebuilt templates
- Playbooks (9) – Keep your team on track with lifecycle tasks, from handoff to post-renewal
- Surveys (1) – Sales to Onboarding Handoff survey
- Rules (15) – Lifecycle rules focusing on a number of triggers
- 360 Layouts (1) – The Surveys section lists out all the survey responses from the account.
- Reports (12) – Prebuilt reports to help report on lifecycle milestones