Create lifecycle stages based on revenue. Set risk alerts to ensure recurring revenue stays on track. For example, you can set an alert for occurance of any overdue /unpaid invoices. You can trigger a series of automated emails or create an Human intervention task till the status comes backs to normal. This can be done even for your failed transactions .
See Integration in action
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Financial health is a key factor in determining a customer's overall health. Integrating an end-to-end billing tool, such as Chargebee, with your customer success platform is required if you want a complete picture of your client.
The Customer Health Score is calculated using this data by the CS tool. So that CSMs can execute or improve strategies based on the information supplied.
Chargebee is a comprehensive billing system software that automates your complete subscription billing process, from computing billing charges to receiving recurring payments and issuing timely bills.
It provides accurate customer financial information by automating your customer's billing activities and leaving tax calculations to the software.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
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